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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
FBB
1476
Fulton Breakefield Broenniman
Maryland
-$216K -4,550 Closed
GFP
1477
Gryphon Financial Partners
Ohio
-$214K -4,530 Closed
PIM
1478
Penobscot Investment Management
Massachusetts
-$213K -4,500 Closed
RP
1479
Riverwater Partners
Wisconsin
-$213K -4,489 Closed
MWP
1480
Meridian Wealth Partners
Pennsylvania
-$212K -4,471 Closed
SCP
1481
Sender Company & Partners
New York
-$212K -4,463 Closed
PWA
1482
Primoris Wealth Advisors
Florida
-$210K -4,419 Closed
LIA
1483
LS Investment Advisors
Michigan
-$209K -4,401 Closed
CM
1484
Capital Management
Virginia
-$209K -4,400 Closed
KA
1485
Klingman & Associates
New York
-$207K -4,360 Closed
PCMC
1486
Paragon Capital Management (Colorado)
Colorado
-$207K -4,357 Closed
LWM
1487
Lyell Wealth Management
California
-$206K -4,334 Closed
EWA
1488
ERTS Wealth Advisors
Michigan
-$205K -4,323 Closed
CSWG
1489
Cardinal Strategic Wealth Guidance
Kentucky
-$204K -4,291 Closed
RPWA
1490
Regent Peak Wealth Advisors
Georgia
-$203K -4,284 Closed
LAS
1491
Lloyd Advisory Services
Georgia
-$201K -4,263 Closed
GIM
1492
Guild Investment Management
California
-$209K -4,248 Closed
ALAM
1493
Asahi Life Asset Management
Japan
-$190K -4,000 Closed
MGI
1494
MayTech Global Investments
New York
-$176K -3,706 Closed
CI
1495
CX Institutional
Indiana
-$121K -2,556 Closed
COCM
1496
Charter Oak Capital Management
New Hampshire
-$65K -1,376 Closed
GWMIA
1497
Global Wealth Management Investment Advisory
Florida
-$28K -600 Closed
FBC
1498
Fairfield, Bush & Co
Connecticut
-$21K -437 Closed
FIA
1499
FNY Investment Advisers
New York
-$20K -437 Closed
CIA
1500
Cascade Investment Advisors
Oregon
-$13.1K -277 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.