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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$41M +$864K +17,953 +2%
ZIM
102
Zacks Investment Management
Illinois
$40.4M +$1.43M +29,687 +3%
LBA
103
Letko, Brosseau & Associates
Quebec, Canada
$40M +$6.26M +130,125 +16%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$39.5M +$4.91M +101,961 +13%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$38.6M +$282K +5,868 +0.7%
Royal London Asset Management
106
Royal London Asset Management
United Kingdom
$37.3M -$2.09M -43,423 -5%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$36.7M +$3.35M +69,583 +9%
TBC
108
Tweedy, Browne Co
Connecticut
$35.7M -$129K -2,678 -0.3%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$35.6M +$486K +10,097 +1%
SO
110
STRS Ohio
Ohio
$35.1M +$86.1K +1,789 +0.2%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$34.8M +$574K +11,939 +2%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.7M +$145K +3,014 +0.4%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$34.2M -$10.1M -210,696 -21%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$33.6M +$133K +2,771 +0.4%
SIC
115
Schwartz Investment Counsel
Michigan
$33.6M +$2.41M +50,000 +7%
WG
116
Welch Group
Alabama
$33.5M +$2.65M +55,070 +8%
KCM
117
Kornitzer Capital Management
Kansas
$33.4M +$4.24M +88,037 +13%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$33.3M -$62.5M -1,298,271 -63%
Swedbank
119
Swedbank
Sweden
$33.2M -$188K -3,906 -0.5%
SAM
120
Storebrand Asset Management
Norway
$33.2M +$187K +3,896 +0.5%
MSV
121
MN Services Vermogensbeheer
Netherlands
$32.2M -$1.99M -41,300 -5%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$32.1M
NC
123
Nicholas Company
Wisconsin
$31.7M
RCAMU
124
Rothschild & Co Asset Management US
Connecticut
$31.3M +$264K +5,484 +0.8%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$30.4M +$3.69M +76,701 +12%

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.