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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
EP
1426
Edgestream Partners
New Jersey
-$8.52M -179,548 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1427
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.26M -132,000 Closed
MSRPS
1428
Maryland State Retirement & Pension System
Maryland
-$4.89M -103,108 Closed
RBA
1429
Richard Bernstein Advisors
New York
-$4.01M -84,504 Closed
SFA
1430
Souders Financial Advisors
Ohio
-$3.1M -65,458 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1431
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.08M -64,895 Closed
PP
1432
PDT Partners
New York
-$2.16M -45,509 Closed
Jane Street
1433
Jane Street
New York
-$2.05M -42,596 Closed
CBN
1434
Cadence Bank NA
Texas
-$1.92M -40,410 Closed
NIMI
1435
Natixis Investment Managers International
France
-$1.77M -37,408 Closed
Twin Tree Management
1436
Twin Tree Management
Texas
-$1.65M -34,859 Closed
TI
1437
Truepoint Inc
Ohio
-$1.27M -26,798 Closed
EWA
1438
EP Wealth Advisors
California
-$1.07M -22,524 Closed
SKK
1439
Shepherd Kaplan Krochuk
Massachusetts
-$1.03M -21,637 Closed
PI
1440
PEAK6 Investments
Illinois
-$1.02M -21,270 Closed
RIG
1441
Ramiah Investment Group
Wisconsin
-$805K -16,967 Closed
VWA
1442
Visionary Wealth Advisors
Illinois
-$627K -13,220 Closed
NEAM
1443
New England Asset Management
Connecticut
-$574K -12,100 Closed
Walleye Capital
1444
Walleye Capital
New York
-$508K -10,567 Closed
TCM
1445
Teza Capital Management
Illinois
-$441K -9,301 Closed
SQA
1446
Simon Quick Advisors
New Jersey
-$434K -8,663 Closed
BAS
1447
Brown Advisory Securities
Maryland
-$407K -8,658 Closed
CFO
1448
Collective Family Office
Pennsylvania
-$404K -8,518 Closed
RF
1449
Rollins Financial
Georgia
-$400K -8,429 Closed
BWP
1450
BSW Wealth Partners
Colorado
-$382K -8,047 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.