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Truist Financial

1,423 hedge funds and large institutions have $42.5B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 628 increasing their positions, 488 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $175M | Put options by funds: $77M

29% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 488

0.11% more ownership

Funds ownership: 73.61%73.72% (+0.11%)

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

2% less funds holding

Funds holding: 1,4461,423 (-23)

8% less capital invested

Capital invested by funds: $46.4B → $42.5B (-$3.87B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
628
Reduced
488
Closed
100
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1101
Premier Asset Management
Illinois
$277K +$306K +6,370 New
EL
1102
EMFO LLC
Florida
$275K
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$275K +$6.88K +143 +2%
AAM
1104
Augustine Asset Management
Florida
$274K -$4.19K -87 -1%
VT
1105
Vise Technologies
New York
$274K +$303K +6,290 New
CBTWT
1106
Community Bank & Trust (Waco, Texas)
Texas
$273K +$10.1K +210 +3%
FFA
1107
First Foundation Advisors
California
$272K -$11.6K -242 -4%
T
1108
TCWP
Ohio
$271K -$14.5K -302 -5%
CIS
1109
Connors Investor Services
Pennsylvania
$271K
BA
1110
Bristlecone Advisors
Washington
$271K +$14K +291 +5%
GVAG
1111
Great Valley Advisor Group
Delaware
$270K +$1.93K +40 +0.6%
MA
1112
MJP Associates
Connecticut
$270K +$298K +6,192 New
GEA
1113
Glen Eagle Advisors
New Jersey
$269K -$4.38K -91 -1%
WP
1114
WealthShield Partners
North Carolina
$268K -$8.18K -170 -3%
LIM
1115
Loudon Investment Management
New Hampshire
$263K -$781K -16,236 -73%
GB
1116
Goepper Burkhardt
South Carolina
$263K -$10.1K -210 -3%
PTC
1117
Petrus Trust Company
Texas
$261K +$289K +5,997 New
HWA
1118
HHM Wealth Advisors
Tennessee
$259K -$6.21K -129 -2%
SHA
1119
Seneca House Advisors
Virginia
$256K -$66.9K -1,390 -19%
OIA
1120
Optimum Investment Advisors
Illinois
$256K +$13.4K +279 +5%
AAP
1121
Arax Advisory Partners
Colorado
$255K -$160K -3,334 -36%
AF
1122
Advisornet Financial
Minnesota
$255K -$144 -3 -0.1%
PIA
1123
Pinion Investment Advisors
Kansas
$255K +$50.5K +1,049 +22%
WPC
1124
Wedmont Private Capital
Pennsylvania
$254K +$43.8K +911 +18%
HT
1125
HighTower Trust
Texas
$254K +$281K +5,833 New

TFC Hedge Fund Activity: Q3 2022 in Review

1,423 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2022, worth a combined $42.5B — down 8.3% from $46.4B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TFC and 95 opened new positions — a net loss of 5 holders — while 488 trimmed existing stakes and 628 added.

The largest buyer was Amundi, adding an estimated $200M. The largest seller was Barclays, cutting an estimated $356M.

  • 1,423 institutional investors held Truist Financial (TFC) as of Q3 2022, down from 1,446 in Q2 2022.
  • Funds reported $42.5B of Truist Financial stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 95 funds opened new Truist Financial positions in Q3 2022 and 100 closed out, a net change of -5 holders.
  • The largest Truist Financial buyer in Q3 2022 was Amundi, an estimated $200M added.
  • The largest Truist Financial seller in Q3 2022 was Barclays, an estimated $356M sold.

Based on aggregated 13F filings for Q3 2022.