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Truist Financial

1,446 hedge funds and large institutions have $46.4B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 637 increasing their positions, 498 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $167M | Put options by funds: $68.2M

28% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 498

0.26% less ownership

Funds ownership: 73.86%73.61% (-0.26%)

4% less funds holding

Funds holding: 1,5061,446 (-60)

16% less capital invested

Capital invested by funds: $55B → $46.4B (-$8.67B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

28% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 126

Holders
1,446
Holders Change
-60
Holders Change %
-3.98%
% of All Funds
24.36%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
91
Increased
637
Reduced
498
Closed
126
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1476
Virtue Capital Management
Tennessee
-$714K -12,601 Closed
RCG
1477
Resource Consulting Group
Florida
-$685K -12,089 Closed
ESCM
1478
Echo Street Capital Management
New York
-$670K -11,810 Closed
CCWA
1479
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$614K -10,831 Closed
SG
1480
StoneX Group
New York
-$589K -10,392 Closed
QT
1481
Quantbot Technologies
New York
-$585K -10,322 Closed
BFM
1482
Boothbay Fund Management
New York
-$543K -9,583 Closed
CIC
1483
Chase Investment Counsel
Virginia
-$499K -8,812 Closed
QIM
1484
Quantitative Investment Management
Virginia
-$499K -8,808 Closed
LCM
1485
Laurion Capital Management
New York
-$483K -8,512 Closed
OFG
1486
Oxford Financial Group
Indiana
-$482K -8,501 Closed
IAN
1487
Integrated Advisors Network
Texas
-$458K -8,086 Closed
FRM
1488
Fox Run Management
Connecticut
-$429K -7,572 Closed
CFMC
1489
Curbstone Financial Management Corp
New Hampshire
-$426K -7,522 Closed
RPG
1490
Resource Planning Group
Georgia
-$414K -7,295 Closed
IFA
1491
Index Fund Advisors
California
-$389K -6,866 Closed
HCM
1492
Hollencrest Capital Management
California
-$361K -6,364 Closed
PCMK
1493
Paragon Capital Management (Kansas)
Kansas
-$350K -6,177 Closed
SB
1494
Sunflower Bank
Texas
-$331K -5,844 Closed
HC
1495
Henshaw Capital
Massachusetts
-$330K -5,821 Closed
HWA
1496
Heartwood Wealth Advisors
Virginia
-$321K -5,662 Closed
HT
1497
HighTower Trust
Texas
-$315K -5,557 Closed
WFI
1498
West Family Investments
California
-$312K -5,495 Closed
SWM
1499
Segment Wealth Management
Texas
-$304K -5,366 Closed
FCH
1500
Freestone Capital Holdings
Washington
-$301K -5,305 Closed

TFC Hedge Fund Activity: Q2 2022 in Review

1,446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2022, worth a combined $46.4B — down 16% from $55B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of TFC and 91 opened new positions — a net loss of 35 holders — while 498 trimmed existing stakes and 637 added.

The largest buyer was JP Morgan Chase, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $754M.

  • 1,446 institutional investors held Truist Financial (TFC) as of Q2 2022, down from 1,506 in Q1 2022.
  • Funds reported $46.4B of Truist Financial stock for Q2 2022, down 16% quarter-over-quarter.
  • 91 funds opened new Truist Financial positions in Q2 2022 and 126 closed out, a net change of -35 holders.
  • The largest Truist Financial buyer in Q2 2022 was JP Morgan Chase, an estimated $284M added.
  • The largest Truist Financial seller in Q2 2022 was Bank of America, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2022.