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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
VCM
1326
Versant Capital Management
Arizona
$42K -$7.05K -143 -14%
FPFS
1327
First Personal Financial Services
North Carolina
$42K
PCTC
1328
Perkins Coie Trust Company
Washington
$42K
WSCM
1329
Wellington Shields Capital Management
New York
$42K
HFM
1330
Harvest Fund Management
China
$41K
WWM
1331
Wolff Wiese Magana
California
$41K +$986 +20 +2%
CCA
1332
Column Capital Advisors
Indiana
$40K
HR
1333
Howe & Rusling
New York
$39K -$1.63K -33 -4%
HDIM
1334
Hanson & Doremus Investment Management
Vermont
$36K
EARNEST Partners
1335
EARNEST Partners
Georgia
$35K
TWM
1336
Tradition Wealth Management
Minnesota
$35K +$247 +5 +0.7%
NF
1337
Norwood Financial
Pennsylvania
$33K
ACM
1338
Antonetti Capital Management
Florida
$30K -$9.86K -200 -24%
BIA
1339
Bell Investment Advisors
California
$30K +$31.3K +635 New
FMP
1340
Financial Management Professionals
Texas
$29K +$4.29K +87 +17%
GWMIA
1341
Global Wealth Management Investment Advisory
Florida
$28K
CNBTD
1342
Citizens National Bank Trust Department
Mississippi
$27K
O
1343
Ossiam
France
$26K -$67.2K -1,363 -72%
BCMLT
1344
Beacon Capital Management LLC (Tennessee)
Tennessee
$26K
CSB
1345
City State Bank
Iowa
$26K
CBT
1346
CoreFirst Bank & Trust
Kansas
$26K
PFSC
1347
Peoples Financial Services Corp
Pennsylvania
$26K
FP
1348
Financial Perspectives
Minnesota
$24K
ME
1349
McIlrath & Eck
Washington
$23K
CJL
1350
Cyrus J. Lawrence
New York
$22K

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.