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Truist Financial

1,446 hedge funds and large institutions have $46.4B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 637 increasing their positions, 498 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $167M | Put options by funds: $68.2M

28% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 498

0.26% less ownership

Funds ownership: 73.86%73.61% (-0.26%)

4% less funds holding

Funds holding: 1,5061,446 (-60)

16% less capital invested

Capital invested by funds: $55B → $46.4B (-$8.67B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

28% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 126

Holders
1,446
Holders Change
-60
Holders Change %
-3.98%
% of All Funds
24.36%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
91
Increased
637
Reduced
498
Closed
126
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
1076
Fukoku Mutual Life Insurance
Japan
$318K
PWMAG
1077
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$119K +2,414 +57%
VC
1078
Veracity Capital
Georgia
$315K +$15.5K +314 +5%
TA
1079
TrueWealth Advisors
Alabama
$315K +$145K +2,941 +80%
DS
1080
DRW Securities
Illinois
$314K +$327K +6,623 New
HC
1081
Hamilton Capital
Ohio
$313K +$27.4K +555 +9%
BMC
1082
Benin Management Corp
Connecticut
$311K -$1.48K -30 -0.5%
PFWA
1083
Paces Ferry Wealth Advisors
Georgia
$311K +$8.14K +165 +3%
SOS
1084
Silver Oak Securities
Tennessee
$311K +$15.5K +314 +5%
JSC
1085
Jackson Square Capital
California
$310K -$219K -4,442 -40%
T
1086
TCWP
Ohio
$310K -$31K -629 -9%
HLOC
1087
H.L. Ormond & Company
North Carolina
$309K -$50.3K -1,019 -14%
FFA
1088
First Foundation Advisors
California
$308K -$34.2K -693 -10%
HFS
1089
Horizon Financial Services
North Carolina
$308K
MMM
1090
Mendel Money Management
Illinois
$307K -$7.15K -145 -2%
OAM
1091
Occidental Asset Management
California
$307K
CCB
1092
Country Club Bank
Missouri
$304K
VCM
1093
Vigilant Capital Management
Maine
$304K
AAM
1094
Augustine Asset Management
Florida
$303K -$54.7K -1,110 -15%
CWA
1095
Centennial Wealth Advisory
Michigan
$303K +$109K +2,219 +53%
IA
1096
IFG Advisory
Georgia
$302K -$2.81K -57 -0.9%
QCM
1097
Quantinno Capital Management
New York
$301K +$94.3K +1,913 +43%
FAM
1098
Formidable Asset Management
Ohio
$300K -$268K -5,439 -46%
WP
1099
WealthShield Partners
North Carolina
$300K -$4.64K -94 -1%
EL
1100
EMFO LLC
Florida
$300K

TFC Hedge Fund Activity: Q2 2022 in Review

1,446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2022, worth a combined $46.4B — down 16% from $55B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of TFC and 91 opened new positions — a net loss of 35 holders — while 498 trimmed existing stakes and 637 added.

The largest buyer was JP Morgan Chase, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $754M.

  • 1,446 institutional investors held Truist Financial (TFC) as of Q2 2022, down from 1,506 in Q1 2022.
  • Funds reported $46.4B of Truist Financial stock for Q2 2022, down 16% quarter-over-quarter.
  • 91 funds opened new Truist Financial positions in Q2 2022 and 126 closed out, a net change of -35 holders.
  • The largest Truist Financial buyer in Q2 2022 was JP Morgan Chase, an estimated $284M added.
  • The largest Truist Financial seller in Q2 2022 was Bank of America, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2022.