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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
LC
1101
Lindbrook Capital
California
$328K +$114K +2,607 +52%
BWP
1102
BSW Wealth Partners
Colorado
$326K +$332K +7,572 New
FLI
1103
Family Legacy Inc
South Carolina
$326K -$24.1K -549 -8%
MSFS
1104
Main Street Financial Solutions
Pennsylvania
$326K +$34K +774 +11%
CA
1105
Carson Advisory
Georgia
$326K +$44.5K +1,014 +15%
IGWM
1106
ICA Group Wealth Management
Colorado
$325K -$2.15K -49 -0.6%
PAM
1107
Premier Asset Management
Illinois
$324K +$50.6K +1,154 +18%
Dimensional Fund Advisors
1108
Dimensional Fund Advisors
Texas
$321K +$7.01M +159,748 +2%
DE
1109
Day & Ennis
Georgia
$321K
BCM
1110
Boltwood Capital Management
California
$318K +$12.7K +290 +4%
RMDI
1111
R.M. Davis Inc
Maine
$318K
SEIA
1112
Signature Estate & Investment Advisors
California
$318K +$3.82K +87 +1%
WCM
1113
Washington Capital Management
Washington
$315K
OAM
1114
Occidental Asset Management
California
$315K +$37.3K +850 +13%
ST
1115
Smithfield Trust
Pennsylvania
$314K +$7.02K +160 +2%
PCA
1116
Personal Capital Advisors
California
$313K +$2.81K +64 +0.9%
FA
1117
Faithward Advisors
Pennsylvania
$313K
MFP
1118
Meridian Financial Partners
Virginia
$313K +$3.73K +85 +1%
BA
1119
Bristlecone Advisors
Washington
$312K +$44.9K +1,024 +16%
LIM
1120
Loudon Investment Management
New Hampshire
$308K +$49.6K +1,131 +19%
RBC
1121
Romano Brothers & Co
Illinois
$308K +$6.67K +152 +2%
LI
1122
Lafayette Investments
Maryland
$307K
PH
1123
Pinnacle Holdings
Oklahoma
$307K
1WA
1124
180 Wealth Advisors
Washington
$307K -$155K -3,541 -36%
1IA
1125
1620 Investment Advisors
Massachusetts
$307K +$8.6K +196 +3%

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.