We are live on ! Find out more
TFC icon

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
WAM
1201
Worth Asset Management
Texas
$205K -$10.3K -215 -4%
AW
1202
Alaethes Wealth
Nevada
$205K
AA
1203
AlphaMark Advisors
Kentucky
$204K -$19.3K -401 -8%
SIMM
1204
Stillwater Investment Management (Minnesota)
Minnesota
$204K +$2.45K +51 +1%
LA
1205
LexAurum Advisors
Kansas
$204K +$226K +4,696 New
HFBOT
1206
Home Federal Bank of Tennessee
Tennessee
$203K
Bank Julius Baer & Co
1207
Bank Julius Baer & Co
Switzerland
$203K +$224K +4,661 New
IWA
1208
Intercontinental Wealth Advisors
Texas
$202K +$3.08K +64 +1%
SF
1209
SBK Financial
Virginia
$201K +$222K +4,621 New
WSC
1210
Wellington Shields & Co
New York
$194K
MCM
1211
MV Capital Management
Maryland
$187K +$4.86K +101 +2%
AP
1212
Arlington Partners
Alabama
$184K -$334K -6,941 -62%
HI
1213
Hudock Inc
Pennsylvania
$184K +$1.06K +22 +0.5%
TIA
1214
Tiemann Investment Advisors
California
$183K -$3.61K -75 -2%
CFO
1215
CVA Family Office
Colorado
$178K -$86.8K -1,805 -31%
MRCM
1216
M&R Capital Management
New Jersey
$177K +$1.16K +24 +0.6%
DGAM
1217
Desjardins Global Asset Management
Quebec, Canada
$175K +$5.49K +114 +3%
PAI
1218
Pittenger & Anderson Inc
Nebraska
$173K
UCB
1219
United Community Bank
South Carolina
$171K +$14.9K +310 +9%
EI
1220
Ellevest Inc
New York
$169K -$137K -2,841 -42%
JFGIW
1221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K +$577 +12 +0.3%
BG
1222
Bollard Group
Massachusetts
$168K +$2.02K +42 +1%
CHA
1223
Carmichael Hill & Associates
Maryland
$167K
PWMG
1224
Prestige Wealth Management Group
New Jersey
$163K +$17.2K +357 +11%
MCM
1225
Manchester Capital Management
Vermont
$161K +$8.32K +173 +5%

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.