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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
LWM
1226
Lyell Wealth Management
California
$206K +$8.38K +170 +4%
EWA
1227
ERTS Wealth Advisors
Michigan
$205K +$3.8K +77 +2%
KIG
1228
Kowal Investment Group
Wisconsin
$205K +$213K +4,313 New
FCB
1229
First Command Bank
Texas
$204K -$15K -305 -7%
FCFS
1230
First Command Financial Services
Texas
$204K -$15K -305 -7%
CSWG
1231
Cardinal Strategic Wealth Guidance
Kentucky
$204K
BBW
1232
Blue Barn Wealth
Utah
$204K +$212K +4,304 New
TIA
1233
Tiemann Investment Advisors
California
$203K
RPWA
1234
Regent Peak Wealth Advisors
Georgia
$203K +$19.4K +393 +10%
T
1235
TRUADVICE
Florida
$202K -$1.58K -32 -0.8%
LAS
1236
Lloyd Advisory Services
Georgia
$201K +$89K +1,805 +73%
ATPW
1237
Ashton Thomas Private Wealth
Arizona
$201K +$24.9K +505 +14%
HI
1238
Hudock Inc
Pennsylvania
$199K +$1.13K +23 +0.5%
MCM
1239
MV Capital Management
Maryland
$198K -$4K -81 -2%
MRCM
1240
M&R Capital Management
New Jersey
$191K +$1.04K +21 +0.5%
DCM
1241
Dupont Capital Management
Delaware
$190K -$54.6K -1,107 -22%
ALAM
1242
Asahi Life Asset Management
Japan
$190K +$197K +4,000 New
PAI
1243
Pittenger & Anderson Inc
Nebraska
$188K
Q
1244
QVR
California
$187K -$89.1K -1,807 -31%
DGAM
1245
Desjardins Global Asset Management
Quebec, Canada
$185K -$9.91K -201 -5%
JFGIW
1246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K -$29.6K -601 -14%
CHA
1247
Carmichael Hill & Associates
Maryland
$182K
BG
1248
Bollard Group
Massachusetts
$181K +$1.82K +37 +1%
CT
1249
Cambridge Trust
Massachusetts
$180K -$47.2K -958 -20%
LSA
1250
Lansing Street Advisors
Pennsylvania
$179K -$149K -3,019 -44%

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.