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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
TIM
1401
Tortoise Investment Management
New York
$8K +$7.84K +159 New
TCWM
1402
Total Clarity Wealth Management
Illinois
$8K +$8.24K +167 New
PHK
1403
Point72 Hong Kong
Hong Kong
$7K -$117K -2,379 -94%
AA
1404
Addison Advisors
Vermont
$7K +$5.87K +119 +305%
PWM
1405
Prentice Wealth Management
New York
$7K +$6.91K +140 New
KTC
1406
Kistler-Tiffany Companies
Pennsylvania
$6K -$43.4K -880 -87%
AIP
1407
Ahrens Investment Partners
Louisiana
$6K
HS
1408
Horan Securities
United States
$6K
BA
1409
Bellwether Advisors
Nebraska
$5K -$9.32K -189 -63%
ODG
1410
O'Dell Group
Ohio
$5K
CMP
1411
Coston McIsaac & Partners
Maine
$5K +$5.62K +114 New
HFS
1412
Heritage Financial Services
Massachusetts
$5K +$6.12K +124 New
ECM
1413
Estabrook Capital Management
New York
$4.6K
PP
1414
PrairieView Partners
Minnesota
$4K
NFSG
1415
Newbridge Financial Services Group
Florida
$4K +$49 +1 +1%
TWP
1416
TFO Wealth Partners
Ohio
$4K +$4.59K +93 New
CWM
1417
Cedar Wealth Management
California
$3K
IFAM
1418
Institutional & Family Asset Management
Colorado
$3K
RAM
1419
Riggs Asset Management
Pennsylvania
$3K
SMG
1420
Spectrum Management Group
Indiana
$3K
SFG
1421
Steward Financial Group
Texas
$3K +$3.35K +68 New
ONST
1422
Old North State Trust
North Carolina
$2.24K -$49 -1 -2%
EBA
1423
Eagle Bay Advisors
New York
$2.13K +$2.22K +45 New
DI
1424
Disciplined Investments
Oklahoma
$2K -$986 -20 -34%
BHWM
1425
Bay Harbor Wealth Management
Maryland
$2K

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.