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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
AIP
1451
Almanack Investment Partners
Pennsylvania
-$376K -7,929 Closed
LOAMS
1452
Lombard Odier Asset Management (Switzerland)
Switzerland
-$353K -7,449 Closed
TC
1453
Titleist Capital
Texas
-$332K -6,996 Closed
PCP
1454
Proficio Capital Partners
Massachusetts
-$324K -6,841 Closed
Simplex Trading
1455
Simplex Trading
Illinois
-$327K -6,790 Closed
DS
1456
DRW Securities
Illinois
-$314K -6,623 Closed
HC
1457
Hamilton Capital
Ohio
-$313K -6,602 Closed
CWA
1458
Centennial Wealth Advisory
Michigan
-$303K -6,392 Closed
TSS
1459
Two Sigma Securities
New York
-$279K -5,881 Closed
B
1460
Barings
North Carolina
-$279K -5,877 Closed
BP
1461
BBR Partners
New York
-$257K -5,422 Closed
GA
1462
GraniteShares Advisors
New York
-$252K -5,332 Closed
BC
1463
Bridgefront Capital
Texas
-$252K -5,305 Closed
III
1464
Independent Investors Inc
New York
-$250K -5,269 Closed
CA
1465
CoreCap Advisors
Michigan
-$249K -5,259 Closed
WPC
1466
White Pine Capital
Minnesota
-$249K -5,250 Closed
BWM
1467
Buckley Wealth Management
Nevada
-$242K -5,105 Closed
PWM
1468
Perigon Wealth Management
California
-$242K -5,097 Closed
E
1469
Ergoteles
New York
-$234K -4,928 Closed
FNBT
1470
FineMark National Bank & Trust
Florida
-$229K -4,822 Closed
PWLP
1471
Prio Wealth Limited Partnership
Massachusetts
-$222K -4,691 Closed
KFGK
1472
Keystone Financial Group (Kentucky)
Kentucky
-$221K -4,658 Closed
SHFP
1473
Second Half Financial Partners
Florida
-$270K -4,638 Closed
MHS
1474
M Holdings Securities
Oregon
-$219K -4,618 Closed
CAMV
1475
Concord Asset Management (Virginia)
Virginia
-$217K -4,583 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.