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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
NICM
1226
Neo Ivy Capital Management
New York
$159K +$176K +3,654 New
AG
1227
AIA Group
Hong Kong
$157K -$107K -2,220 -38%
FCB
1228
First Command Bank
Texas
$157K -$33.6K -698 -16%
FCFS
1229
First Command Financial Services
Texas
$157K -$33.6K -698 -16%
PR
1230
Payden & Rygel
California
$157K
AA
1231
Alta Advisers
United Kingdom
$157K +$173K +3,600 New
HCP
1232
Hexagon Capital Partners
Arkansas
$156K +$125K +2,589 +260%
MFC
1233
Mechanics Financial Corp
Ohio
$152K +$55.8K +1,160 +50%
BONH
1234
Bank of New Hampshire
New Hampshire
$143K +$13.1K +273 +9%
EW
1235
Evoke Wealth
California
$142K +$71.1K +1,477 +83%
TF
1236
Tompkins Financial
New York
$141K +$11.6K +241 +8%
WTA
1237
Washington Trust Advisors
Massachusetts
$138K
FF
1238
FourThought Financial
Florida
$138K +$2.41K +50 +2%
CWM
1239
CarsonAllaria Wealth Management
Illinois
$134K +$1.11K +23 +0.8%
KFP
1240
KB Financial Partners
New Jersey
$132K -$192 -4 -0.1%
LFG
1241
Larson Financial Group
Missouri
$130K +$10.3K +215 +8%
PG
1242
Proffitt & Goodson
Tennessee
$129K
HIA
1243
Harbor Investment Advisory
Maryland
$126K +$289 +6 +0.2%
CIR
1244
Clear Investment Research
Georgia
$124K
EIP
1245
Ellis Investment Partners
Pennsylvania
$119K +$2.94K +61 +2%
QC
1246
Quent Capital
New York
$119K +$21.6K +448 +20%
Pacer Advisors
1247
Pacer Advisors
Pennsylvania
$118K -$1.2M -24,899 -90%
JWA
1248
JFS Wealth Advisors
Pennsylvania
$116K -$6.59K -137 -5%
EC
1249
EdgeRock Capital
Colorado
$114K +$126K +2,619 New
JWM
1250
Janiczek Wealth Management
Colorado
$113K +$9.72K +202 +8%

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.