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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
MFS
1201
Mirabella Financial Services
United Kingdom
$234K +$27.5K +627 +13%
RP
1202
Riverwater Partners
Wisconsin
$234K +$239K +5,449 New
ACP
1203
Aviance Capital Partners
Florida
$234K +$5.4K +123 +2%
CPWA
1204
Cerro Pacific Wealth Advisors
California
$233K +$238K +5,417 New
CAMV
1205
Concord Asset Management (Virginia)
Virginia
$233K +$237K +5,408 New
MCA
1206
Millennium Capital Advisors
Arkansas
$232K
BAM
1207
Blueshift Asset Management
New Jersey
$231K +$18.1K +412 +8%
SIC
1208
Samalin Investment Counsel
New York
$229K +$11.4K +259 +5%
OFG
1209
Oxford Financial Group
Indiana
$229K +$233K +5,315 New
NCM
1210
Northside Capital Management
Oregon
$229K +$233K +5,313 New
BWM
1211
Baron Wealth Management
Michigan
$229K +$233K +5,312 New
AA
1212
AlphaMark Advisors
Kentucky
$228K +$27.3K +622 +13%
AWP
1213
Atlas Wealth Partners
Pennsylvania
$228K +$200K +4,550 New
MKA
1214
M. Kulyk & Associates
Georgia
$228K -$526 -12 -0.2%
NJBEST
1215
New Jersey Better Educational Savings Trust
New Jersey
$228K
HI
1216
Harbour Investments
Wisconsin
$227K +$31.5K +718 +16%
CWG
1217
Cornerstone Wealth Group
North Carolina
$227K -$9.21K -210 -4%
SHFP
1218
Second Half Financial Partners
Florida
$226K +$201K +4,583 New
TCM
1219
Tandem Capital Management
New Jersey
$224K -$19.3K -440 -8%
MHC
1220
Meyer Handelman Company
New York
$224K
PCS
1221
Personal CFO Solutions
New Jersey
$224K +$228K +5,200 New
SHFA
1222
SC&H Financial Advisors
Maryland
$223K
NLP
1223
Next Level Private
New York
$223K +$214K +4,868 New
HA
1224
HC Advisors
Georgia
$223K +$175 +4 +0.1%
FPGT
1225
Financial Partners Group (Tennessee)
Tennessee
$222K +$226K +5,154 New

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.