We are live on ! Find out more
TFC icon

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
AFAS
1226
Acorn Financial Advisory Services
Virginia
$220K +$224K +5,117 New
SWA
1227
Sutton Wealth Advisors
Florida
$218K -$6.4K -146 -3%
HT
1228
HighTower Trust
Texas
$218K -$31.5K -718 -12%
TFA
1229
Toth Financial Advisory
Virginia
$218K
JLBC
1230
J.L. Bainbridge & Co
Florida
$218K -$3.77K -86 -2%
NICM
1231
Neo Ivy Capital Management
New York
$217K +$60.8K +1,386 +38%
OC
1232
Oakworth Capital
Alabama
$217K
C
1233
CFO4Life
Texas
$216K +$220K +5,024 New
CG
1234
CFO4Life Group
Texas
$216K +$220K +5,024 New
TAM
1235
Tocqueville Asset Management
New York
$215K
HC
1236
Hamilton Capital
Ohio
$214K +$218K +4,963 New
I
1237
InceptionR
California
$213K +$217K +4,957 New
FNBT
1238
FineMark National Bank & Trust
Florida
$211K +$216K +4,914 New
SA
1239
Stewardship Advisors
Pennsylvania
$211K
RTC
1240
Riverview Trust Company
Washington
$211K -$97.3K -2,219 -31%
FFA
1241
First Foundation Advisors
California
$210K -$59.7K -1,360 -22%
DWT
1242
Dorsey & Whitney Trust
South Dakota
$210K +$214K +4,880 New
NRC
1243
New Republic Capital
North Carolina
$210K +$214K +4,870 New
HCP
1244
Hexagon Capital Partners
Arkansas
$209K +$55.7K +1,270 +35%
IA
1245
Insight Advisors
Pennsylvania
$208K
DWM
1246
Drive Wealth Management
Utah
$207K -$10.8K -247 -5%
ECML
1247
Eagle Capital Management (Louisiana)
Louisiana
$206K
MFC
1248
Morris Financial Concepts
South Carolina
$205K
Bank Julius Baer & Co
1249
Bank Julius Baer & Co
Switzerland
$204K +$3.29K +75 +2%
AWA
1250
Amplius Wealth Advisors
Pennsylvania
$204K -$12.8K -292 -0.1%

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.