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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
SWIG
1151
Strategic Wealth Investment Group
Kentucky
$231K -$21K -436 -8%
MKA
1152
M. Kulyk & Associates
Georgia
$231K
PIMG
1153
Patriot Investment Management Group
Tennessee
$230K -$2.17K -45 -0.8%
NJBEST
1154
New Jersey Better Educational Savings Trust
New Jersey
$230K
BBW
1155
Blue Barn Wealth
Utah
$228K +$44.8K +931 +22%
DCBT
1156
Dakota Community Bank & Trust
North Dakota
$228K +$252K +5,228 New
SWA
1157
Sutton Wealth Advisors
Florida
$227K +$3.8K +79 +2%
AWM
1158
Accurate Wealth Management
Florida
$227K +$249K +5,169 New
TWC
1159
TD Waterhouse Canada
Ontario, Canada
$227K +$3.08K +64 +1%
DMBA
1160
Deseret Mutual Benefit Administrators
Utah
$226K -$50.2K -1,043 -17%
MHC
1161
Meyer Handelman Company
New York
$226K
SHFA
1162
SC&H Financial Advisors
Maryland
$226K
PWPS
1163
Pinnacle Wealth Planning Services
Ohio
$225K -$131K -2,727 -35%
PI
1164
Putnam Investments
Massachusetts
$225K -$12.1K -251 -5%
HA
1165
HC Advisors
Georgia
$225K +$144 +3 +0.1%
SPP
1166
Single Point Partners
Massachusetts
$224K -$2.21K -46 -0.9%
JLBC
1167
J.L. Bainbridge & Co
Florida
$224K
TFF
1168
The Family Firm
Maryland
$223K -$152K -3,159 -38%
FHA
1169
Flagship Harbor Advisors
Massachusetts
$221K -$16.1K -334 -6%
SIC
1170
Samalin Investment Counsel
New York
$221K +$241 +5 +0.1%
TFA
1171
Toth Financial Advisory
Virginia
$220K -$4.71K -98 -2%
TFCP
1172
Twin Focus Capital Partners
Massachusetts
$220K
DWM
1173
Drive Wealth Management
Utah
$220K +$17.5K +364 +8%
OC
1174
Oakworth Capital
Alabama
$219K
TWM
1175
Thrive Wealth Management
Pennsylvania
$219K +$242K +5,029 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.