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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
RCM
126
RNC Capital Management
California
$29.9M -$476K -9,888 -1%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$29.3M +$1.17M +24,333 +4%
AIM
128
Avity Investment Management
Connecticut
$28.9M +$99.9K +2,077 +0.3%
VDI
129
Vaughan David Investments
Illinois
$28.8M +$265K +5,516 +0.8%
EIP
130
Easterly Investment Partners
Massachusetts
$28.7M +$4.93M +102,459 +18%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$28.7M +$10.3M +214,074 +48%
Aviva
132
Aviva
United Kingdom
$27.6M +$2.08M +43,276 +7%
PAMS
133
Pictet Asset Management (Switzerland)
Switzerland
$27.3M -$29.4K -612 -0.1%
Asset Management One
134
Asset Management One
Japan
$27M -$410K -8,531 -1%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$26.1M -$591K -12,290 -2%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$25.6M +$111K +2,300 +0.4%
FWIA
137
Fort Washington Investment Advisors
Ohio
$25.4M +$100K +2,083 +0.4%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$24.8M +$19.5M +404,400 +246%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$24.6M -$3.66M -75,983 -12%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$24.4M +$635K +13,208 +2%
CF
141
Cantor Fitzgerald
New York
$23.8M -$5.47M -113,619 -17%
Mariner
142
Mariner
Kansas
$23.6M +$1.95M +40,473 +8%
NIG
143
NFJ Investment Group
Texas
$23.2M -$6.12M -127,176 -19%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$22.5M -$2.77M -57,640 -10%
OAM
145
Oppenheimer Asset Management
New York
$22.5M -$123K -2,555 -0.5%
UIM
146
USS Investment Management
United Kingdom
$22.5M -$4.75M -98,754 -16%
AA
147
ALPS Advisors
Colorado
$22.5M -$1.36M -28,179 -5%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$22.4M -$1.71M -35,550 -6%
Rafferty Asset Management
149
Rafferty Asset Management
New York
$22.4M +$2.5M +51,988 +11%
RRAM
150
River Road Asset Management
Kentucky
$22.1M +$24.2K +502 +0.1%

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.