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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
PCG
1251
Private Capital Group
Connecticut
$179K -$11.3K -229 -6%
MGI
1252
MayTech Global Investments
New York
$176K
UCB
1253
United Community Bank
South Carolina
$171K +$13.1K +265 +8%
PR
1254
Payden & Rygel
California
$171K
MCM
1255
Manchester Capital Management
Vermont
$167K +$163K +3,311 +1,600%
PWMG
1256
Prestige Wealth Management Group
New Jersey
$161K +$152K +3,089 +1,051%
CFD
1257
Creative Financial Designs
Indiana
$158K +$6.26K +127 +4%
WTA
1258
Washington Trust Advisors
Massachusetts
$150K -$4.59K -93 -3%
FF
1259
FourThought Financial
Florida
$148K
CWM
1260
CarsonAllaria Wealth Management
Illinois
$145K +$1.18K +24 +0.8%
KFP
1261
KB Financial Partners
New Jersey
$144K -$25.2K -510 -14%
BONH
1262
Bank of New Hampshire
New Hampshire
$143K +$18.4K +374 +14%
TF
1263
Tompkins Financial
New York
$143K +$49.3K +1,000 +50%
SSG
1264
Summit Securities Group
New York
$142K +$110K +2,237 +299%
PG
1265
Proffitt & Goodson
Tennessee
$140K
HIA
1266
Harbor Investment Advisory
Maryland
$137K -$5.62K -114 -4%
CIR
1267
Clear Investment Research
Georgia
$135K
JWA
1268
JFS Wealth Advisors
Pennsylvania
$133K -$8.04K -163 -5%
LFG
1269
Larson Financial Group
Missouri
$131K
EIP
1270
Ellis Investment Partners
Pennsylvania
$127K +$838 +17 +0.6%
JWM
1271
Janiczek Wealth Management
Colorado
$122K -$197 -4 -0.2%
CI
1272
CX Institutional
Indiana
$121K -$51.3K -1,041 -29%
GCM
1273
Gables Capital Management
Florida
$120K
MFC
1274
Mechanics Financial Corp
Ohio
$111K +$47.3K +960 +70%
QC
1275
Quent Capital
New York
$109K +$9.03K +183 +9%

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.