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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
FWM
1426
Focused Wealth Management
New York
$2K
TFGT
1427
TS Financial Group (TSFG)
Illinois
$2K +$1.38K +28 +117%
1IA
1428
1834 Investment Advisors
Wisconsin
$2K +$1.58K +32 New
CCM
1429
Chilton Capital Management
Texas
$2K +$2.37K +48 New
LWP
1430
Laurel Wealth Planning
Minnesota
$2K +$2.47K +50 New
FSWA
1431
Financial Synergies Wealth Advisors
Texas
$1.9K +$1.97K +40 New
RIM
1432
Rockbridge Investment Management
New York
$1.61K
LWA
1433
Lowe Wealth Advisors
Maryland
$1K
TFM
1434
TFC Financial Management
Massachusetts
$1K
TFA
1435
Transamerica Financial Advisors
Florida
$1K +$49 +1 New
BMD
1436
Better Money Decisions
New Mexico
$1K +$937 +19 New
S
1437
Surevest
California
$1K +$1.23K +25 New
GFPC
1438
Global Financial Private Client
Florida
$771
BRWM
1439
B. Riley Wealth Management
Tennessee
$668 +$500K +10,140 +257%
CP
1440
Castleview Partners
Texas
$84 -$6.46K -131 -99%
WIM
1441
Westside Investment Management
California
$50
LFDLE
1442
La Financiere de L'Echiquier
France
-$58M -1,022,261 Closed
AAM
1443
Abeille Asset Management
France
-$42.6M -751,231 Closed
Qube Research & Technologies (QRT)
1444
Qube Research & Technologies (QRT)
United Kingdom
-$22.6M -398,875 Closed
MME
1445
Meag Munich Ergo
Germany
-$22.2M -386,448 Closed
Select Equity Group
1446
Select Equity Group
New York
-$13.8M -243,575 Closed
TC
1447
TwinBeech Capital
New York
-$12.3M -216,950 Closed
MSL
1448
Mackay Shields LLC
New York
-$10.9M -192,070 Closed
PCM
1449
PAR Capital Management
Massachusetts
-$9.92M -175,000 Closed
AWA
1450
Aaron Wealth Advisors
Illinois
-$2.58M -146,569 Closed

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.