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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
SIA
1451
Sit Investment Associates
Minnesota
$5K -$3.39M -77,345 -100%
TIM
1452
Tortoise Investment Management
New York
$4.82K -$1.75K -40 -26%
ECM
1453
Estabrook Capital Management
New York
$4.17K
PA
1454
PSI Advisors
Florida
$4.09K
DIP
1455
DT Investment Partners
Pennsylvania
$3.79K
IFAM
1456
Institutional & Family Asset Management
Colorado
$3.79K +$1.05K +24 +38%
CAS
1457
Coppell Advisory Solutions
Texas
$3.48K +$3.55K +81 New
CASC
1458
Coppell Advisory Solutions Corp
Texas
$3.48K +$3.55K +81 New
EE
1459
EWG Elevate
California
$3.48K +$3.55K +81 New
PP
1460
PrairieView Partners
Minnesota
$3K -$6.62K -151 -67%
PI
1461
PEAK6 Investments
Illinois
$2.97K +$3.03K +69 New
ACA
1462
Atlas Capital Advisors
Wyoming
$2.93K
DI
1463
Disciplined Investments
Oklahoma
$2.67K +$877 +20 +48%
RAM
1464
Riggs Asset Management
Pennsylvania
$2.63K
SIC
1465
SJS Investment Consulting
Ohio
$2.28K -$175 -4 -7%
LTI
1466
Laffer Tengler Investments
Tennessee
$2.15K
ECM
1467
Everence Capital Management
Indiana
$2.14K +$399K +9,100 +22%
MFA
1468
McClarren Financial Advisors
Pennsylvania
$2K +$44 +1 +2%
BHWM
1469
Bay Harbor Wealth Management
Maryland
$2K +$351 +8 +19%
FWM
1470
Focused Wealth Management
New York
$1.94K
EBA
1471
Eagle Bay Advisors
New York
$1.94K
MYAM
1472
Meiji Yasuda Asset Management
Japan
$1.93K +$3.51K +80 +0.2%
MWM
1473
MinichMacGregor Wealth Management
New York
$1.72K +$1.75K +40 New
TCOT
1474
Trust Company of Toledo
Ohio
$1.52K -$602K -13,714 -28%
LWA
1475
Lowe Wealth Advisors
Maryland
$1.29K

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.