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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
DWM
1101
Doyle Wealth Management
Florida
$299K -$6.12K -124 -2%
CBT
1102
Central Bank & Trust
Kentucky
$299K
MFG
1103
Merit Financial Group
Georgia
$298K +$64.2K +1,301 +26%
GEA
1104
Glen Eagle Advisors
New Jersey
$297K +$6.91K +140 +2%
GB
1105
Goepper Burkhardt
South Carolina
$297K -$25.9K -525 -8%
DMBA
1106
Deseret Mutual Benefit Administrators
Utah
$296K +$22.1K +449 +8%
AFS
1107
Annapolis Financial Services
Maryland
$295K
CIS
1108
Connors Investor Services
Pennsylvania
$295K
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$293K -$6.17K -125 -2%
CSWM
1110
Cassady Schiller Wealth Management
Ohio
$293K -$838 -17 -0.3%
GVAG
1111
Great Valley Advisor Group
Delaware
$293K +$304K +6,164 New
5L
1112
55I LLC
Massachusetts
$293K +$304K +6,174 New
AAS
1113
Ameritas Advisory Services
Nebraska
$290K +$17K +345 +6%
FDCDDQ
1114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K +$161K +3,264 +115%
TCM
1115
Tandem Capital Management
New Jersey
$288K
HWA
1116
HHM Wealth Advisors
Tennessee
$288K +$18.9K +384 +7%
CBTWT
1117
Community Bank & Trust (Waco, Texas)
Texas
$287K +$9.42K +191 +3%
MFP
1118
Meridian Financial Partners
Virginia
$284K
SMA
1119
Sage Mountain Advisors
Georgia
$284K +$5.82K +118 +2%
CWG
1120
Cornerstone Wealth Group
North Carolina
$282K -$3.18M -64,557 -92%
BA
1121
Bristlecone Advisors
Washington
$281K +$6.41K +130 +2%
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$54.3K +1,101 +23%
TSS
1123
Two Sigma Securities
New York
$279K -$200K -4,051 -41%
CFO
1124
CVA Family Office
Colorado
$279K -$81.4K -1,650 -22%
B
1125
Barings
North Carolina
$279K -$17.8K -361 -6%

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.