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Truist Financial

1,446 hedge funds and large institutions have $46.4B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 637 increasing their positions, 498 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $167M | Put options by funds: $68.2M

28% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 498

0.26% less ownership

Funds ownership: 73.86%73.61% (-0.26%)

4% less funds holding

Funds holding: 1,5061,446 (-60)

16% less capital invested

Capital invested by funds: $55B → $46.4B (-$8.67B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

28% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 126

Holders
1,446
Holders Change
-60
Holders Change %
-3.98%
% of All Funds
24.36%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
91
Increased
637
Reduced
498
Closed
126
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1201
Carderock Capital Management
Maryland
$220K -$9.86K -200 -4%
RWM
1202
Ritholtz Wealth Management
New York
$219K -$114K -2,307 -33%
MHS
1203
M Holdings Securities
Oregon
$219K +$247 +5 +0.1%
SIMM
1204
Stillwater Investment Management (Minnesota)
Minnesota
$219K +$2.27K +46 +1%
NF
1205
NTB Financial
Colorado
$218K
CAMV
1206
Concord Asset Management (Virginia)
Virginia
$217K +$20.9K +423 +10%
IWA
1207
Intercontinental Wealth Advisors
Texas
$217K
SW
1208
SVB Wealth
Massachusetts
$217K +$16.5K +335 +8%
FBB
1209
Fulton Breakefield Broenniman
Maryland
$216K
HI
1210
Harbour Investments
Wisconsin
$216K +$225K +4,558 New
JIC
1211
Johnson Investment Counsel
Ohio
$215K +$17.2K +348 +8%
GFP
1212
Gryphon Financial Partners
Ohio
$214K +$223K +4,530 New
PIM
1213
Penobscot Investment Management
Massachusetts
$213K -$32.1K -650 -13%
RP
1214
Riverwater Partners
Wisconsin
$213K +$221K +4,489 New
CIBC World Market
1215
CIBC World Market
Ontario, Canada
$212K -$170K -3,456 -44%
MWP
1216
Meridian Wealth Partners
Pennsylvania
$212K +$34.8K +705 +19%
SCP
1217
Sender Company & Partners
New York
$212K +$220K +4,463 New
WSC
1218
Wellington Shields & Co
New York
$211K
PWA
1219
Primoris Wealth Advisors
Florida
$210K
GIM
1220
Guild Investment Management
California
$209K
LIA
1221
LS Investment Advisors
Michigan
$209K
CM
1222
Capital Management
Virginia
$209K +$9.86K +200 +5%
KA
1223
Klingman & Associates
New York
$207K -$3.65K -74 -2%
PCMC
1224
Paragon Capital Management (Colorado)
Colorado
$207K +$37.6K +763 +21%
RPA
1225
Rock Point Advisors
Vermont
$206K

TFC Hedge Fund Activity: Q2 2022 in Review

1,446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2022, worth a combined $46.4B — down 16% from $55B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of TFC and 91 opened new positions — a net loss of 35 holders — while 498 trimmed existing stakes and 637 added.

The largest buyer was JP Morgan Chase, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $754M.

  • 1,446 institutional investors held Truist Financial (TFC) as of Q2 2022, down from 1,506 in Q1 2022.
  • Funds reported $46.4B of Truist Financial stock for Q2 2022, down 16% quarter-over-quarter.
  • 91 funds opened new Truist Financial positions in Q2 2022 and 126 closed out, a net change of -35 holders.
  • The largest Truist Financial buyer in Q2 2022 was JP Morgan Chase, an estimated $284M added.
  • The largest Truist Financial seller in Q2 2022 was Bank of America, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2022.