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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
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$45.3M +$378K +8,607 +0.8%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$44.7M +$4.17M +95,044 +10%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$41.7M +$4.97M +113,393 +13%
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$40.5M -$6.34M -144,524 -13%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$40.2M -$960K -21,886 -2%
ZIM
106
Zacks Investment Management
Illinois
$39.9M -$76.2K -1,738 -0.2%
LBA
107
Letko, Brosseau & Associates
Quebec, Canada
$39.6M +$38.4K +875 +0.1%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$39.4M +$321K +7,317 +0.8%
Adage Capital Partners
109
Adage Capital Partners
Massachusetts
$39.4M +$40.1M +914,744 New
MIS
110
Morningstar Investment Services
Illinois
$38M +$18.9M +431,003 +102%
Royal London Asset Management
111
Royal London Asset Management
United Kingdom
$38M +$1.17M +26,597 +3%
SSA
112
Schonfeld Strategic Advisors
New York
$37.4M -$25.2M -575,445 -40%
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$36.5M +$28.2M +643,636 +316%
Swedbank
114
Swedbank
Sweden
$36.1M +$3.31M +75,389 +10%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$36M +$1.56M +35,587 +4%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$35.9M -$2.28M -51,919 -6%
CWM
117
CIBC World Markets
New York
$35.8M +$26.9M +613,672 +280%
SO
118
STRS Ohio
Ohio
$34.5M -$171K -3,896 -0.5%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4M +$139K +3,177 +0.4%
FWIA
120
Fort Washington Investment Advisors
Ohio
$33.2M +$8.3M +189,154 +32%
SIC
121
Schwartz Investment Counsel
Michigan
$33.2M
WG
122
Welch Group
Alabama
$33.1M +$38.9K +887 +0.1%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$33.1M -$139K -3,159 -0.4%
KCM
124
Kornitzer Capital Management
Kansas
$32.8M -$160K -3,655 -0.5%
RCAMU
125
Rothschild & Co Asset Management US
Connecticut
$32.1M +$1.16M +26,364 +4%

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.