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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
FCMT
1426
Founders Capital Management (Texas)
Texas
$10K
AWM
1427
Accel Wealth Management
Iowa
$9.51K
MPCL
1428
My Personal CFO LLC
Washington
$9.47K +$9.65K +220 New
JWA
1429
JFS Wealth Advisors
Pennsylvania
$9.16K -$108K -2,452 -92%
APW
1430
Acima Private Wealth
Virginia
$9.16K
BCPWM
1431
Bradley & Co Private Wealth Management
Florida
$9.12K
HS
1432
Horan Securities
United States
$8.95K +$3.9K +89 +75%
BWM
1433
BerganKDV Wealth Management
Minnesota
$8.94K -$36.8K -840 -80%
MAWCM
1434
Mine & Arao Wealth Creation & Management
California
$8.65K
SWA
1435
SOA Wealth Advisors
New York
$8.61K
NIC
1436
Northwest Investment Counselors
Oregon
$7.75K
FWA
1437
Freedom Wealth Alliance
Wisconsin
$7.53K +$7.68K +175 New
TFP
1438
Tilia Fiduciary Partners
North Carolina
$7.49K
HWMA
1439
Heritage Wealth Management (Arizona)
Arizona
$7.32K +$6.58K +150 +750%
TC
1440
Truvestments Capital
Florida
$7.19K +$7.33K +167 New
CMA
1441
Cedar Mountain Advisors
Oregon
$7.01K
SC
1442
Sierra Capital
Florida
$7K
POIA
1443
Pin Oak Investment Advisors
Texas
$7K +$7.02K +160 New
AA
1444
Addison Advisors
Vermont
$6.15K -$833 -19 -12%
CSPAM
1445
Cary Street Partners Asset Management
Virginia
$6.02K
KTC
1446
Kistler-Tiffany Companies
Pennsylvania
$5.72K
CP
1447
Castleview Partners
Texas
$5.68K
TF
1448
TimeScale Financial
Massachusetts
$5.62K
PP
1449
Paloma Partners
Connecticut
$5.59K -$7.46K -170 -57%
LIA
1450
Luken Investment Analytics
Tennessee
$5.55K +$5.66K +129 New

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.