We are live on ! Find out more
TFC icon

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
ACM
1126
Aquatic Capital Management
Illinois
$306K -$1.8M -41,100 -85%
SAMT
1127
Select Asset Management & Trust
Pennsylvania
$305K -$12.1K -275 -4%
JIC
1128
Johnson Investment Counsel
Ohio
$304K +$95.8K +2,185 +45%
FHA
1129
Flagship Harbor Advisors
Massachusetts
$304K +$87.3K +1,991 +39%
RPA
1130
Rock Point Advisors
Vermont
$303K -$13.2K -300 -4%
VCM
1131
Vigilant Capital Management
Maine
$302K -$14.2K -324 -4%
LI
1132
LMCG Investments
Massachusetts
$302K +$526 +12 +0.2%
SMA
1133
Sage Mountain Advisors
Georgia
$301K +$67.2K +1,532 +28%
QPWM
1134
Quadrant Private Wealth Management
Pennsylvania
$299K +$305K +6,949 New
SOS
1135
Silver Oak Securities
Tennessee
$299K -$22.2K -505 -7%
PWMAG
1136
Pinnacle Wealth Management Advisory Group
New Jersey
$299K -$53K -1,208 -15%
PFWA
1137
Paces Ferry Wealth Advisors
Georgia
$297K +$15.9K +362 +6%
GVAG
1138
Great Valley Advisor Group
Delaware
$296K +$29.2K +666 +11%
T
1139
TOBAM
France
$295K
FAM
1140
Formidable Asset Management
Ohio
$293K +$22.2K +505 +8%
MCC
1141
Money Concepts Capital
Florida
$293K +$276K +6,302 +1,265%
SAG
1142
SageView Advisory Group
California
$292K +$298K +6,797 New
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$291K +$18.9K +430 +7%
T
1144
TCWP
Ohio
$290K +$21.8K +496 +8%
MMM
1145
Mendel Money Management
Illinois
$288K +$965 +22 +0.3%
IAS
1146
Insigneo Advisory Services
Florida
$286K +$292K +6,650 New
CBTWT
1147
Community Bank & Trust (Waco, Texas)
Texas
$285K +$15.7K +357 +6%
BWP
1148
Baldwin Wealth Partners
Massachusetts
$282K +$288K +6,555 +655,500%
FDCDDQ
1149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K
VC
1150
Veracity Capital
Georgia
$280K -$25.4K -580 -8%

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.