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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
HNWAG
1151
High Net Worth Advisory Group
Florida
$280K -$39.7K -906 -12%
CH
1152
Canton Hathaway
Rhode Island
$280K
NAS
1153
Nicolet Advisory Services
Wisconsin
$280K +$265K +6,038 New
HFS
1154
Horizon Financial Services
North Carolina
$279K
TWM
1155
Thrive Wealth Management
Pennsylvania
$278K +$62.5K +1,424 +28%
BMC
1156
Benin Management Corp
Connecticut
$277K -$2.19K -50 -0.8%
LOAMS
1157
Lombard Odier Asset Management (Switzerland)
Switzerland
$273K +$279K +6,355 New
EL
1158
EMFO LLC
Florida
$272K
CAM
1159
Cozad Asset Management
Illinois
$270K -$72.8K -1,660 -21%
KMWM
1160
Keudell/Morrison Wealth Management
Oregon
$269K -$8.9K -203 -3%
CPO
1161
Cerity Partners OCIO
New York
$269K -$5K -114 -2%
SWM
1162
Sugarloaf Wealth Management
Georgia
$268K -$258K -5,887 -49%
CIS
1163
Connors Investor Services
Pennsylvania
$268K
ACM
1164
Argent Capital Management
Missouri
$267K -$164K -3,749 -38%
AFS
1165
Annapolis Financial Services
Maryland
$267K -$15K -343 -5%
AAM
1166
Augustine Asset Management
Florida
$267K -$4.08K -93 -1%
CCM
1167
Chiron Capital Management
Florida
$267K +$26.3K +600 +11%
CSWM
1168
Cassady Schiller Wealth Management
Ohio
$266K -$18.8K -429 -6%
BA
1169
Ballew Advisors
Mississippi
$264K -$66.9K -1,525 -21%
AC
1170
ASB Consultores
Florida
$264K -$71.9K -1,639 -21%
ORAM
1171
One River Asset Management
Connecticut
$264K +$268K +6,110 New
WWM
1172
Western Wealth Management
Colorado
$262K -$309K -7,037 -54%
GIA
1173
Gladstone Institutional Advisory
Florida
$262K -$139K -3,162 -34%
IAA
1174
Independent Advisor Alliance
North Carolina
$262K +$40.1K +914 +0.7%
THWM
1175
Taylor Hoffman Wealth Management
Virginia
$261K -$611K -13,939 -70%

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.