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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
C
1301
Covestor
United Kingdom
$120K +$28.3K +644 +30%
JWM
1302
Janiczek Wealth Management
Colorado
$119K -$3.9K -89 -3%
CA
1303
Crewe Advisors
Utah
$116K +$49.7K +1,134 +72%
BONH
1304
Bank of New Hampshire
New Hampshire
$116K -$26.1K -595 -18%
CIR
1305
Clear Investment Research
Georgia
$115K -$7.02K -160 -6%
MCM
1306
Manchester Capital Management
Vermont
$113K -$46.6K -1,063 -29%
GCM
1307
Gables Capital Management
Florida
$109K
Loomis, Sayles & Company
1308
Loomis, Sayles & Company
Massachusetts
$108K +$20.1K +458 +22%
HT
1309
Headlands Technologies
Illinois
$104K +$106K +2,426 New
WFA
1310
Wellspring Financial Advisors
Ohio
$104K +$106K +2,406 New
HIA
1311
Harbor Investment Advisory
Maryland
$96.9K -$28.2K -643 -22%
CFD
1312
Creative Financial Designs
Indiana
$94.3K +$88 +2 +0.1%
SN
1313
Sittner & Nelson
Oregon
$93.6K
LFG
1314
Larson Financial Group
Missouri
$85.1K -$43.9K -1,000 -34%
IAS
1315
IMA Advisory Services
Colorado
$84.4K
DZ Bank
1316
DZ Bank
Germany
$80.6K +$82.2K +1,873 New
PCA
1317
Providence Capital Advisors
North Carolina
$79.9K +$63.7K +1,452 +359%
CT
1318
Clearstead Trust
Maine
$79K -$6.18K -141 -7%
MMG
1319
Monetary Management Group
Missouri
$78.7K
AWM
1320
Avior Wealth Management
Nebraska
$77.6K +$132 +3 +0.2%
LS
1321
Livforsakringsbolaget Skandia
Sweden
$77.1K
FPB
1322
First PREMIER Bank
South Dakota
$76K
ZIG
1323
Zullo Investment Group
Pennsylvania
$74.5K
MGI
1324
MayTech Global Investments
New York
$73.4K +$74.8K +1,706 New
Point72 Asset Management
1325
Point72 Asset Management
Connecticut
$73.3K +$74.7K +1,704 New

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.