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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
BAAM
1401
Baker Avenue Asset Management
California
$15.3K +$15.6K +356 New
PK
1402
Pflug Koory
Nebraska
$15K
BWM
1403
Baystate Wealth Management
Massachusetts
$15K +$175 +4 +1%
Credit Agricole
1404
Credit Agricole
France
$14.2K +$14.4K +329 New
BAM
1405
Baldrige Asset Management
Pennsylvania
$14K
BSB
1406
Bangor Savings Bank
Maine
$14K
UAML
1407
US Asset Management LLC
Pennsylvania
$14K +$14K +320 New
WWP
1408
WR Wealth Planners
Missouri
$14K +$132 +3 +0.9%
BIA
1409
Bell Investment Advisors
California
$13.9K -$20K -457 -59%
KFI
1410
Key Financial Inc
Pennsylvania
$13.8K
SC
1411
Solstein Capital
California
$13.4K
TFGT
1412
TS Financial Group (TSFG)
Illinois
$13K
AA
1413
Ancora Advisors
Ohio
$13K +$2.28K +52 +20%
AWM
1414
Activest Wealth Management
Florida
$12.9K
CB
1415
Centennial Bank
Arkansas
$12.9K +$13.1K +299 New
TJHA
1416
Thomas J. Herzfeld Advisors
Florida
$12.5K
SC
1417
Schubert & Co
Texas
$12.5K -$2.98K -68 -19%
MS
1418
Madden Securities
Texas
$12.3K +$12.6K +287 New
MBFW
1419
Morton Brown Family Wealth
Pennsylvania
$11.3K -$4.08K -93 -26%
TSWM
1420
Tyler-Stone Wealth Management
Ohio
$11K
TC
1421
Trust Company
Kansas
$11K +$11.1K +253 New
SFG
1422
Steward Financial Group
Texas
$11K +$11.2K +256 New
TH
1423
TCTC Holdings
Texas
$11K -$2.76K -63 -20%
GTAM
1424
Global Trust Asset Management
Florida
$10.8K
PO
1425
Private Ocean
California
$10.7K +$44 +1 +0.4%

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.