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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
PPWM
1326
PFG Private Wealth Management
Florida
$71K -$15.2K -346 -17%
FRA
1327
Front Row Advisors
California
$71K -$88 -2 -0.1%
AF
1328
Arrow Financial
New York
$70K
AWM
1329
AllSquare Wealth Management
New York
$69.4K +$8.25K +188 +13%
SC
1330
Stephens Consulting
Michigan
$66.9K -$8.12K -185 -11%
AWM
1331
Abound Wealth Management
Tennessee
$66.5K +$3.86K +88 +6%
HF
1332
Halpern Financial
Virginia
$65.9K
ANBT
1333
American National Bank & Trust
Texas
$65K -$877 -20 -1%
TCWA
1334
Ten Capital Wealth Advisors
Washington
$64.2K
GJIA
1335
Glass Jacobson Investment Advisors
Maryland
$62.2K +$63.4K +1,445 New
MIM
1336
Macroview Investment Management
Maryland
$59.8K
SSG
1337
Summit Securities Group
New York
$58K -$340K -7,760 -85%
FFA
1338
Farther Finance Advisors
California
$56.8K +$57.9K +1,319 New
TWA
1339
TCI Wealth Advisors
Arizona
$56.5K -$12.4K -283 -18%
CAL
1340
Capital Analysts LLC
Pennsylvania
$56K -$2.02K -46 -3%
ASBI
1341
American State Bank (Iowa)
Iowa
$55.7K
WPWM
1342
Western Pacific Wealth Management
Illinois
$55.5K +$20.4K +465 +56%
HCM
1343
Highlander Capital Management
New Jersey
$55K
FFC
1344
First Financial Corp
Indiana
$54.8K +$7.59K +173 +16%
FMTCOCP
1345
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
EA
1346
Evolution Advisers
Virginia
$50K +$3.33K +76 +7%
DWP
1347
Destiny Wealth Partners
Florida
$47.6K +$263 +6 +0.5%
LWCFA
1348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.2K -$658 -15 -1%
OWA
1349
One Wealth Advisors
California
$43.5K +$44.3K +1,011 New
CFG
1350
CKW Financial Group
Hawaii
$43K

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.