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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
COCM
1301
Charter Oak Capital Management
New Hampshire
$65K -$8.14K -165 -11%
MTIC
1302
Missouri Trust & Investment Company
Missouri
$65K
ASBI
1303
American State Bank (Iowa)
Iowa
$61.4K
CAL
1304
Capital Analysts LLC
Pennsylvania
$61K
HCM
1305
Highlander Capital Management
New Jersey
$61K
FMTCOCP
1306
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K
CWM
1307
Curi Wealth Management
North Carolina
$57K +$7.4K +150 +14%
OSNBOA
1308
Old Second National Bank of Aurora
Illinois
$55K
EA
1309
Evolution Advisers
Virginia
$53K
LWCFA
1310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K +$740 +15 +1%
FFC
1311
First Financial Corp
Indiana
$52K
BWM
1312
BerganKDV Wealth Management
Minnesota
$52K +$49 +1 +0.1%
DWP
1313
Destiny Wealth Partners
Florida
$52K +$21.7K +441 +67%
PMFA
1314
Plante Moran Financial Advisors
Michigan
$50K +$5.92K +120 +13%
UWM
1315
Urban Wealth Management
California
$49K +$51.1K +1,036 New
CFG
1316
CKW Financial Group
Hawaii
$48K
ACK
1317
Andrew C. Karlinski
$47K
HCP
1318
Hexagon Capital Partners
Arkansas
$47K +$41K +832 +504%
SIS
1319
Sound Income Strategies
Florida
$46K +$9.86K +200 +26%
MHR
1320
Matthew Hamilton Rosenberg
$46K +$17.4K +352 +59%
HWM
1321
Horizons Wealth Management
North Carolina
$44K +$42.1K +853 New
PCA
1322
Providence Capital Advisors
North Carolina
$43K -$24.7K -500 -35%
PB
1323
Pinnacle Bancorp
Nebraska
$43K
CAC
1324
Core Alternative Capital
Georgia
$43K +$5.92K +120 +15%
BFPW
1325
BOK Financial Private Wealth
Colorado
$42K -$273K -5,542 -86%

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.