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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
TJHA
1376
Thomas J. Herzfeld Advisors
Florida
$13K +$2.17K +44 +20%
MCC
1377
Money Concepts Capital
Florida
$12K -$75.8K -1,537 -86%
MWM
1378
Mascoma Wealth Management
New Hampshire
$12K -$5.18K -105 -29%
GTAM
1379
Global Trust Asset Management
Florida
$12K
TSWM
1380
Tyler-Stone Wealth Management
Ohio
$12K
FCMT
1381
Founders Capital Management (Texas)
Texas
$11K
PO
1382
Private Ocean
California
$11K
MGIM
1383
M&G Investment Management
United Kingdom
$10.2K -$1.09M -22,059 -9%
APW
1384
Acima Private Wealth
Virginia
$10.1K
AWM
1385
Accel Wealth Management
Iowa
$10K
BCPWM
1386
Bradley & Co Private Wealth Management
Florida
$10K +$10.5K +212 New
NIC
1387
Northwest Investment Counselors
Oregon
$9K
PA
1388
PSI Advisors
Florida
$9K
SC
1389
Siena Capital
Ohio
$9K
SWA
1390
SOA Wealth Advisors
New York
$9K
SFO
1391
Standard Family Office
South Dakota
$9K +$9.86K +200 New
TFP
1392
Tilia Fiduciary Partners
North Carolina
$8K -$3.16K -64 -27%
SC
1393
Sierra Capital
Florida
$8K -$1.28K -26 -14%
LF
1394
Lee Financial
Texas
$8K -$345 -7 -4%
CI Investments Inc
1395
CI Investments Inc
Ontario, Canada
$8K -$197 -4 -2%
ARIS
1396
Advanced Research Investment Solutions
California
$8K
CMA
1397
Cedar Mountain Advisors
Oregon
$8K
KFI
1398
Key Financial Inc
Pennsylvania
$8K
FMB
1399
Field & Main Bank
Kentucky
$8K +$3.21K +65 +65%
GKIM
1400
GW&K Investment Management
Massachusetts
$8K +$4.04K +82 +88%

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.