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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
PWMG
1276
Prestige Wealth Management Group
New Jersey
$161K +$395 +9 +0.2%
CI Investments Inc
1277
CI Investments Inc
Ontario, Canada
$160K +$85.6K +1,951 +110%
UCB
1278
United Community Bank
South Carolina
$155K -$13.6K -310 -8%
AA
1279
Alta Advisers
United Kingdom
$155K
PR
1280
Payden & Rygel
California
$155K
GMA
1281
Glassy Mountain Advisors
Maryland
$154K +$157K +3,586 New
CA
1282
CoreCap Advisors
Michigan
$152K +$155K +3,539 New
MRCM
1283
M&R Capital Management
New Jersey
$152K -$23.4K -534 -13%
MFC
1284
Mechanics Financial Corp
Ohio
$150K
GEA
1285
Glen Eagle Advisors
New Jersey
$148K -$120K -2,731 -44%
FCB
1286
First Command Bank
Texas
$146K -$8.86K -202 -6%
FCFS
1287
First Command Financial Services
Texas
$146K -$8.86K -202 -6%
GI
1288
Gradient Investments
Minnesota
$145K -$12.5M -285,010 -99%
EI
1289
Ellevest Inc
New York
$142K -$25.7K -585 -15%
LSA
1290
Lansing Street Advisors
Pennsylvania
$139K -$71.4K -1,628 -33%
WTA
1291
Washington Trust Advisors
Massachusetts
$136K
CWM
1292
CarsonAllaria Wealth Management
Illinois
$133K +$833 +19 +0.6%
TF
1293
Tompkins Financial
New York
$132K -$7.28K -166 -5%
KFP
1294
KB Financial Partners
New Jersey
$130K -$132 -3 -0.1%
DMBA
1295
Deseret Mutual Benefit Administrators
Utah
$130K -$95.9K -2,187 -42%
APC
1296
Aspire Private Capital
North Carolina
$128K +$23.7K +540 +22%
BWAM
1297
Boyd Watterson Asset Management
Ohio
$127K +$130K +2,959 New
AAP
1298
Arax Advisory Partners
Colorado
$123K -$131K -2,984 -51%
ETH
1299
Exos TFP Holdings
New York
$122K +$124K +2,838 New
PG
1300
Proffitt & Goodson
Tennessee
$121K -$6.27K -143 -5%

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.