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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
LC
1176
Lindbrook Capital
California
$218K -$2.74K -57 -1%
SFI
1177
SPC Financial Inc
Maryland
$218K -$2.41K -50 -1%
AWA
1178
Amplius Wealth Advisors
Pennsylvania
$217K -$519K -10,781 -5%
TAM
1179
Tocqueville Asset Management
New York
$217K +$6.01K +125 +3%
BAM
1180
Blueshift Asset Management
New Jersey
$216K -$121K -2,524 -34%
HI
1181
Harbour Investments
Wisconsin
$216K
KIG
1182
Kowal Investment Group
Wisconsin
$216K +$31.3K +650 +15%
IP
1183
Investment Partners
Ohio
$216K +$239K +4,963 New
SA
1184
Stewardship Advisors
Pennsylvania
$214K
SOS
1185
Silver Oak Securities
Tennessee
$213K +$48.7K +1,012 +16%
JIC
1186
Johnson Investment Counsel
Ohio
$213K +$17.1K +355 +8%
OTPPB
1187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$213K +$235K +4,881 New
T
1188
TRUADVICE
Florida
$212K +$30.2K +627 +15%
LSA
1189
Lansing Street Advisors
Pennsylvania
$212K +$52.1K +1,082 +29%
MFS
1190
Mirabella Financial Services
United Kingdom
$212K +$232K +4,822 New
GWS
1191
Glassman Wealth Services
Virginia
$209K -$20.5K -426 -8%
ECML
1192
Eagle Capital Management (Louisiana)
Louisiana
$209K
ER
1193
Enlightenment Research
Florida
$209K +$231K +4,800 New
IA
1194
Insight Advisors
Pennsylvania
$208K
NPF
1195
Norris Perne & French
Michigan
$208K
JF
1196
Jump Financial
Illinois
$208K +$230K +4,778 New
AWAP
1197
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$207K -$17.3K -359 -7%
MFC
1198
Morris Financial Concepts
South Carolina
$207K
EM
1199
Excalibur Management
Massachusetts
$206K
CCM
1200
Carderock Capital Management
Maryland
$206K +$4.33K +90 +2%

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.