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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
EWM
1126
Evercore Wealth Management
New York
$252K +$9.62K +200 +4%
PFGIA
1127
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$6.83K -142 -2%
CS
1128
Capital Square
Tennessee
$251K +$48.3K +1,004 +21%
GIA
1129
Gateway Investment Advisers
Ohio
$250K -$122K -2,529 -31%
CCB
1130
Country Club Bank
Missouri
$248K -$36.1K -750 -12%
HPWM
1131
Highland Private Wealth Management
Washington
$248K +$274K +5,694 New
ACM
1132
AUA Capital Management
Pennsylvania
$247K -$64K -1,331 -19%
TW
1133
TrinityPoint Wealth
Connecticut
$245K +$1.01K +21 +0.4%
ETC
1134
Exchange Traded Concepts
Oklahoma
$245K +$37.8K +786 +16%
CCM
1135
Chiron Capital Management
Florida
$244K +$269K +5,600 New
LSPW
1136
Lake Street Private Wealth
Illinois
$243K -$65.6K -1,363 -20%
HFM
1137
Hartford Financial Management
Connecticut
$242K
CM
1138
Cornerstone Management
Georgia
$240K
CT
1139
Chicago Trust
Illinois
$239K -$6.5K -135 -2%
JG
1140
Jefferies Group
New York
$238K +$263K +5,470 New
CWG
1141
Cornerstone Wealth Group
North Carolina
$238K -$23K -479 -8%
PWM
1142
PBMares Wealth Management
Virginia
$238K
SMA
1143
Sage Mountain Advisors
Georgia
$237K -$25.5K -530 -9%
SCA
1144
Southern Capital Advisors
Tennessee
$237K +$2.84K +59 +1%
MCA
1145
Millennium Capital Advisors
Arkansas
$235K -$67.4K -1,400 -21%
TCM
1146
Tandem Capital Management
New Jersey
$235K -$20.2K -420 -7%
AFA
1147
Arlington Financial Advisors
California
$235K
CT
1148
Columbia Trust
Oregon
$232K -$73.7K -1,532 -22%
ACP
1149
Aviance Capital Partners
Florida
$232K -$3.61K -75 -1%
CBT
1150
Central Bank & Trust
Kentucky
$231K -$48.1K -1,000 -16%

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.