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Truist Financial

1,423 hedge funds and large institutions have $42.5B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 628 increasing their positions, 488 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $175M | Put options by funds: $77M

29% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 488

0.11% more ownership

Funds ownership: 73.61%73.72% (+0.11%)

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

2% less funds holding

Funds holding: 1,4461,423 (-23)

8% less capital invested

Capital invested by funds: $46.4B → $42.5B (-$3.87B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
628
Reduced
488
Closed
100
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1401
Focused Wealth Management
New York
$2K +$48 +1 +2%
DI
1402
Disciplined Investments
Oklahoma
$2K +$144 +3 +8%
BHWM
1403
Bay Harbor Wealth Management
Maryland
$2K +$192 +4 +10%
S
1404
Surevest
California
$2K +$1.35K +28 +112%
MFA
1405
McClarren Financial Advisors
Pennsylvania
$2K +$2.45K +51 New
SIC
1406
SJS Investment Consulting
Ohio
$2K +$2.74K +57 New
CIAS
1407
CFS Investment Advisory Services
New Jersey
$2K +$4.23M +87,821 New
NDSI
1408
Newman Dignan & Sheerar Inc
Rhode Island
$1.47K +$72K +1,497 +5%
FSWA
1409
Financial Synergies Wealth Advisors
Texas
$1.09K -$722 -15 -38%
CWM
1410
Cedar Wealth Management
California
$1K -$2.45K -51 -75%
FCT
1411
First Community Trust
Iowa
$1K
LWA
1412
Lowe Wealth Advisors
Maryland
$1K
TFM
1413
TFC Financial Management
Massachusetts
$1K
TFA
1414
Transamerica Financial Advisors
Florida
$1K
HWMA
1415
Heritage Wealth Management (Arizona)
Arizona
$1K +$962 +20 New
CPFP
1416
Clear Perspectives Financial Planning
Ohio
$1K +$1.4K +29 New
GFPC
1417
Global Financial Private Client
Florida
$715
WIM
1418
Westside Investment Management
California
$46
BC
1419
Brookfield Corp
Ontario, Canada
-$28.1M -591,540 Closed
GC
1420
Gillson Capital
Illinois
-$22.5M -474,924 Closed
Renaissance Technologies
1421
Renaissance Technologies
New York
-$22.4M -472,417 Closed
GGI
1422
Godsey & Gibb Inc
Virginia
-$17M -358,081 Closed
ADEF
1423
Adams Diversified Equity Fund
Maryland
-$13.1M -276,400 Closed
IG
1424
ING Group
Netherlands
-$11.9M -251,602 Closed
Point72 Asset Management
1425
Point72 Asset Management
Connecticut
-$9.99M -207,709 Closed

TFC Hedge Fund Activity: Q3 2022 in Review

1,423 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2022, worth a combined $42.5B — down 8.3% from $46.4B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TFC and 95 opened new positions — a net loss of 5 holders — while 488 trimmed existing stakes and 628 added.

The largest buyer was Amundi, adding an estimated $200M. The largest seller was Barclays, cutting an estimated $356M.

  • 1,423 institutional investors held Truist Financial (TFC) as of Q3 2022, down from 1,446 in Q2 2022.
  • Funds reported $42.5B of Truist Financial stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 95 funds opened new Truist Financial positions in Q3 2022 and 100 closed out, a net change of -5 holders.
  • The largest Truist Financial buyer in Q3 2022 was Amundi, an estimated $200M added.
  • The largest Truist Financial seller in Q3 2022 was Barclays, an estimated $356M sold.

Based on aggregated 13F filings for Q3 2022.