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Truist Financial

1,487 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 559 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $236M | Put options by funds: $91.2M

107% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 86

4% more funds holding

Funds holding: 1,4231,487 (+64)

2% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 559

0.08% more ownership

Funds ownership: 73.72%73.8% (+0.08%)

0% less capital invested

Capital invested by funds: $42.5B → $42.4B (-$94.9M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,487
Holders Change
+64
Holders Change %
+4.5%
% of All Funds
23.9%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
559
Closed
86
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1076
Perigon Wealth Management
California
$348K +$355K +8,090 New
BEI
1077
Benjamin Edwards Inc
Missouri
$345K -$50.9K -1,160 -13%
HPWA
1078
Hall Private Wealth Advisors
North Carolina
$345K +$351K +8,009 New
WWMSC
1079
Wagner Wealth Management (South Carolina)
South Carolina
$344K +$15K +343 +4%
IAIM
1080
International Assets Investment Management
Florida
$344K +$391K +8,911 New
KC
1081
Kingfisher Capital
North Carolina
$344K -$52.5K -1,196 -13%
SBH
1082
Segall Bryant & Hamill
Illinois
$344K -$37.4K -852 -10%
CLOS
1083
Compagnie Lombard Odier SCmA
Switzerland
$344K
PIA
1084
Pinion Investment Advisors
Kansas
$344K +$94.5K +2,154 +37%
EP
1085
Eudaimonia Partners
Tennessee
$343K -$276K -6,285 -44%
WDC
1086
Woodward Diversified Capital
California
$342K -$34.7K -791 -9%
GIA
1087
Gateway Investment Advisers
Ohio
$341K +$95.7K +2,182 +38%
RB
1088
Renasant Bank
Mississippi
$340K -$8.95K -204 -3%
CA
1089
Calton & Associates
Florida
$339K +$346K +7,889 New
AWAP
1090
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$338K +$135K +3,083 +65%
APG
1091
Abacus Planning Group
South Carolina
$335K -$7.63K -174 -2%
NGA
1092
Naples Global Advisors
Florida
$334K -$11.3K -258 -3%
AA
1093
Advisory Alpha
Michigan
$333K -$68.7K -1,565 -17%
GAM
1094
Gemmer Asset Management
California
$333K +$2.5K +57 +0.7%
BHPW
1095
Beverly Hills Private Wealth
California
$332K +$339K +7,718 New
SFM
1096
Systematic Financial Management
New Jersey
$330K
NB
1097
Nicolet Bankshares
Wisconsin
$330K -$53K -1,208 -6%
TCMP
1098
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$27.7K +631 +9%
MWM
1099
Madison Wealth Management
Ohio
$328K -$15.7K -359 -4%
PA
1100
Parallel Advisors
California
$328K -$282K -6,426 -46%

TFC Hedge Fund Activity: Q4 2022 in Review

1,487 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2022, worth a combined $42.4B — down 0.22% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new TFC positions and 86 closed out — a net gain of 92 holders — while 568 added to existing stakes and 559 trimmed.

The largest buyer was Amundi, adding an estimated $241M. The largest seller was Capital International Investors, cutting an estimated $357M.

  • 1,487 institutional investors held Truist Financial (TFC) as of Q4 2022, up from 1,423 in Q3 2022.
  • Funds reported $42.4B of Truist Financial stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 178 funds opened new Truist Financial positions in Q4 2022 and 86 closed out, a net change of +92 holders.
  • The largest Truist Financial buyer in Q4 2022 was Amundi, an estimated $241M added.
  • The largest Truist Financial seller in Q4 2022 was Capital International Investors, an estimated $357M sold.

Based on aggregated 13F filings for Q4 2022.