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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
GCM
1251
Gables Capital Management
Florida
$110K
BIP
1252
Blueprint Investment Partners
North Carolina
$110K +$121K +2,520 New
APC
1253
Aspire Private Capital
North Carolina
$106K +$9.05K +188 +8%
DCM
1254
Dupont Capital Management
Delaware
$103K -$79.1K -1,644 -41%
CFD
1255
Creative Financial Designs
Indiana
$95K -$54.9K -1,141 -34%
SN
1256
Sittner & Nelson
Oregon
$95K
C
1257
Covestor
United Kingdom
$93K +$12.8K +265 +14%
Loomis, Sayles & Company
1258
Loomis, Sayles & Company
Massachusetts
$90K +$99.2K +2,061 New
PPWM
1259
PFG Private Wealth Management
Florida
$87K -$722 -15 -0.7%
CT
1260
Clearstead Trust
Maine
$86K +$6.78K +141 +8%
IAS
1261
IMA Advisory Services
Colorado
$85K
CG
1262
Cutler Group
California
$84K +$93.6K +1,946 New
MA
1263
MUFG Americas
New York
$82K +$3.51K +73 +4%
MMG
1264
Monetary Management Group
Missouri
$80K
CWM
1265
Castle Wealth Management
Florida
$79K +$241 +5 +0.3%
LS
1266
Livforsakringsbolaget Skandia
Sweden
$78K -$380K -7,900 -82%
AWM
1267
Avior Wealth Management
Nebraska
$78K -$2.41K -50 -3%
MIFH
1268
Migdal Insurance & Financial Holdings
Israel
$77K -$148K -3,082 -64%
FPB
1269
First PREMIER Bank
South Dakota
$77K -$5.97K -124 -7%
CI Investments Inc
1270
CI Investments Inc
Ontario, Canada
$77K +$77.7K +1,614 +996%
SC
1271
Stephens Consulting
Michigan
$75.8K
Bank of Montreal
1272
Bank of Montreal
Ontario, Canada
$75.4K -$4.4M -91,529 -5%
ZIG
1273
Zullo Investment Group
Pennsylvania
$75K -$24.1K -500 -22%
FRA
1274
Front Row Advisors
California
$72K -$1.78K -37 -2%
TWA
1275
TCI Wealth Advisors
Arizona
$70K -$9.48K -197 -11%

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.