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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
APC
1276
Aspire Private Capital
North Carolina
$107K +$3.6K +73 +3%
ZIG
1277
Zullo Investment Group
Pennsylvania
$106K -$1.43K -29 -1%
SN
1278
Sittner & Nelson
Oregon
$103K
PPWM
1279
PFG Private Wealth Management
Florida
$96K +$2.66K +54 +3%
IAS
1280
IMA Advisory Services
Colorado
$93K
FPB
1281
First PREMIER Bank
South Dakota
$90K +$6.12K +124 +7%
C
1282
Covestor
United Kingdom
$89K +$19.4K +394 +27%
Bank of Montreal
1283
Bank of Montreal
Ontario, Canada
$88.2K -$65M -1,318,837 -43%
CT
1284
Clearstead Trust
Maine
$88K
MMG
1285
Monetary Management Group
Missouri
$87K
AWM
1286
Avior Wealth Management
Nebraska
$87K +$99 +2 +0.1%
CWM
1287
Castle Wealth Management
Florida
$86K +$89.5K +1,815 New
TWA
1288
TCI Wealth Advisors
Arizona
$85K -$1.33K -27 -1%
MA
1289
MUFG Americas
New York
$85K
EW
1290
Evoke Wealth
California
$85K +$37.4K +758 +74%
SC
1291
Stephens Consulting
Michigan
$82.5K
FRA
1292
Front Row Advisors
California
$80K -$2.17K -44 -3%
AF
1293
Arrow Financial
New York
$77K
HF
1294
Halpern Financial
Virginia
$72.7K
ANBT
1295
American National Bank & Trust
Texas
$71K
PWC
1296
PYA Waltman Capital
Tennessee
$71K
TCWA
1297
Ten Capital Wealth Advisors
Washington
$71K
AWM
1298
AllSquare Wealth Management
New York
$68K
CA
1299
Crewe Advisors
Utah
$68K +$28.1K +569 +66%
MIM
1300
Macroview Investment Management
Maryland
$66K

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.