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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
BCM
1126
Boltwood Capital Management
California
$279K +$290K +5,890 New
AF
1127
Advisornet Financial
Minnesota
$278K +$11.6K +235 +4%
QPWM
1128
Quadrant Private Wealth Management
Pennsylvania
$276K -$6.71K -136 -2%
AG
1129
AIA Group
Hong Kong
$276K +$217K +4,392 +307%
AFM
1130
Andesa Financial Management
Pennsylvania
$274K -$94.9K -1,925 -25%
SWIG
1131
Strategic Wealth Investment Group
Kentucky
$272K +$48.3K +980 +21%
KMWM
1132
Keudell/Morrison Wealth Management
Oregon
$272K +$108K +2,197 +62%
SHFP
1133
Second Half Financial Partners
Florida
$270K
CT
1134
Chicago Trust
Illinois
$267K +$80.3K +1,628 +41%
TW
1135
TrinityPoint Wealth
Connecticut
$266K -$4.98K -101 -2%
LAS
1136
LWM Advisory Services
Florida
$266K +$35.6K +721 +15%
EWM
1137
Evercore Wealth Management
New York
$265K
OIA
1138
Optimum Investment Advisors
Illinois
$265K +$24.7K +500 +10%
HFM
1139
Hartford Financial Management
Connecticut
$263K
CM
1140
Cornerstone Management
Georgia
$262K -$5.03K -102 -2%
PWM
1141
PBMares Wealth Management
Virginia
$260K +$2.47K +50 +0.9%
PI
1142
Putnam Investments
Massachusetts
$257K -$2.12K -43 -0.8%
BP
1143
BBR Partners
New York
$257K
FHA
1144
Flagship Harbor Advisors
Massachusetts
$257K +$40.1K +813 +18%
AFA
1145
Arlington Financial Advisors
California
$256K
ACP
1146
Aviance Capital Partners
Florida
$256K +$99 +2 +0%
SCA
1147
Southern Capital Advisors
Tennessee
$255K +$2.56K +52 +1%
SFG
1148
SevenBridge Financial Group
Pennsylvania
$253K -$5.52K -112 -2%
PIMG
1149
Patriot Investment Management Group
Tennessee
$253K
GA
1150
GraniteShares Advisors
New York
$252K -$53.3K -1,080 -17%

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.