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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
PMFA
1351
Plante Moran Financial Advisors
Michigan
$42.1K +$1.45K +33 +3%
CAL
1352
Capital Advisors Ltd
Ohio
$42K +$81.6K +1,861 +463%
MHR
1353
Matthew Hamilton Rosenberg
$41.9K +$88 +2 +0.2%
ETC
1354
Exchange Traded Concepts
Oklahoma
$41.3K -$205K -4,670 -83%
CPG
1355
Cornerstone Planning Group
New Jersey
$38.4K +$35.3K +805 New
WSCM
1356
Wellington Shields Capital Management
New York
$37.7K
VCM
1357
Versant Capital Management
Arizona
$37.4K -$483 -11 -1%
HWM
1358
Horizons Wealth Management
North Carolina
$37K
CCA
1359
Column Capital Advisors
Indiana
$36.7K
CG
1360
Cutler Group
California
$36K -$47.9K -1,092 -56%
FPFS
1361
First Personal Financial Services
North Carolina
$33.4K -$18.3K -418 -35%
AAG
1362
Armstrong Advisory Group
Massachusetts
$33.3K +$34K +775 New
TWM
1363
Tradition Wealth Management
Minnesota
$33K +$526 +12 +2%
NFSG
1364
Newbridge Financial Services Group
Florida
$32.7K +$5.97K +136 +22%
EARNEST Partners
1365
EARNEST Partners
Georgia
$32.1K
WWM
1366
Wolff Wiese Magana
California
$32.1K +$658 +15 +2%
AI
1367
AXS Investments
New York
$31.4K +$32K +730 New
NF
1368
Norwood Financial
Pennsylvania
$30.1K
HDIM
1369
Hanson & Doremus Investment Management
Vermont
$29K
JSAM
1370
J. Safra Asset Management
New York
$29K +$30K +683 New
GFWA
1371
Grey Fox Wealth Advisors
Delaware
$28.1K +$28.6K +653 New
WB
1372
Webster Bank
Connecticut
$27K
EC
1373
Elequin Capital
New York
$26.2K +$26.7K +608 New
PB
1374
Pinnacle Bancorp
Nebraska
$26K -$13.9K -317 -35%
CSB
1375
City State Bank
Iowa
$24K

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.