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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
MBT
1176
Montecito Bank & Trust
California
$260K -$18.6K -423 -7%
PIMG
1177
Patriot Investment Management Group
Tennessee
$259K
WJWM
1178
Williams Jones Wealth Management
New York
$258K -$19.3K -439 -7%
GB
1179
Goepper Burkhardt
South Carolina
$256K -$4.39K -100 -2%
CCWM
1180
Cassaday & Co Wealth Management
Virginia
$254K +$259K +5,895 New
QC
1181
Quent Capital
New York
$252K +$137K +3,124 +114%
CS
1182
Capital Square
Tennessee
$251K +$1.75K +40 +0.7%
TW
1183
TrinityPoint Wealth
Connecticut
$249K +$7.24K +165 +3%
AF
1184
Advisornet Financial
Minnesota
$249K -$3.12K -71 -1%
EWM
1185
Evercore Wealth Management
New York
$248K -$746 -17 -0.3%
BBNA
1186
Bremer Bank National Association
Minnesota
$247K -$166K -3,786 -40%
SBL
1187
Sargent Bickham Lagudis
Colorado
$247K -$122K -2,792 -33%
AFM
1188
Andesa Financial Management
Pennsylvania
$245K -$43.2K -984 -15%
ACM
1189
AUA Capital Management
Pennsylvania
$244K
CBT
1190
Central Bank & Trust
Kentucky
$244K +$16.4K +373 +7%
CCB
1191
Country Club Bank
Missouri
$244K +$483 +11 +0.2%
HFM
1192
Hartford Financial Management
Connecticut
$239K
SWIG
1193
Strategic Wealth Investment Group
Kentucky
$238K -$4.08K -93 -2%
HWA
1194
HHM Wealth Advisors
Tennessee
$238K -$18.1K -413 -7%
EF
1195
Empowered Funds
Pennsylvania
$238K +$242K +5,523 New
CM
1196
Cornerstone Management
Georgia
$238K
WTB
1197
Washington Trust Bank
Washington
$237K +$242K +5,511 New
SCA
1198
Southern Capital Advisors
Tennessee
$236K +$2.72K +62 +1%
AWM
1199
Accurate Wealth Management
Florida
$236K -$1.75K -40 -0.8%
OIA
1200
Optimum Investment Advisors
Illinois
$236K -$17.5K -400 -7%

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.