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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
PMFA
1301
Plante Moran Financial Advisors
Michigan
$41K -$5.1K -106 -10%
CNB
1302
Camden National Bank
Maine
$40K -$6.07M -126,222 -99%
PB
1303
Pinnacle Bancorp
Nebraska
$40K
NIM
1304
NuWave Investment Management
New Jersey
$40K +$44.4K +922 New
MTIC
1305
Missouri Trust & Investment Company
Missouri
$39K -$22.6K -470 -34%
PCTC
1306
Perkins Coie Trust Company
Washington
$39K
VCM
1307
Versant Capital Management
Arizona
$38K -$337 -7 -0.8%
WSCM
1308
Wellington Shields Capital Management
New York
$38K
CCA
1309
Column Capital Advisors
Indiana
$37K
HFM
1310
Harvest Fund Management
China
$37K
HWM
1311
Horizons Wealth Management
North Carolina
$37K
WPWM
1312
Western Pacific Wealth Management
Illinois
$35K +$39.7K +825 New
BIA
1313
Bell Investment Advisors
California
$34K +$6.98K +145 +23%
TWM
1314
Tradition Wealth Management
Minnesota
$33K +$770 +16 +2%
GIA
1315
Goodwin Investment Advisory
Georgia
$33K +$36.5K +759 New
WWM
1316
Wolff Wiese Magana
California
$32K -$6.5K -135 -16%
EARNEST Partners
1317
EARNEST Partners
Georgia
$32K
HR
1318
Howe & Rusling
New York
$31K -$4.57K -95 -12%
HDIM
1319
Hanson & Doremus Investment Management
Vermont
$30K -$3.75K -78 -10%
NF
1320
Norwood Financial
Pennsylvania
$30K
FMP
1321
Financial Management Professionals
Texas
$29K +$2.89K +60 +10%
WB
1322
Webster Bank
Connecticut
$28K +$14.4K +300 +88%
NFSG
1323
Newbridge Financial Services Group
Florida
$27K +$25.4K +528 +556%
PI
1324
PFS Investments
Georgia
$24.2K +$2.53M +52,630 +10%
CNBTD
1325
Citizens National Bank Trust Department
Mississippi
$24K

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.