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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
FCT
1476
First Community Trust
Iowa
$1K
TFA
1477
Transamerica Financial Advisors
Florida
$1K
TFM
1478
TFC Financial Management
Massachusetts
$958 -$44 -1 -4%
LF
1479
Lee Financial
Texas
$947 -$6.67K -152 -87%
SWM
1480
Sanctuary Wealth Management
Idaho
$904 +$921 +21 New
GFPC
1481
Global Financial Private Client
Florida
$688
DWA
1482
Delos Wealth Advisors
Texas
$430
FGAM
1483
Financial Gravity Asset Management
Texas
$392 +$1.89K +43 New
GIA
1484
Goodwin Investment Advisory
Georgia
$344 -$32.9K -751 -99%
BA
1485
Bellwether Advisors
Nebraska
$344 +$351 +8 New
CAM
1486
CenterStar Asset Management
Illinois
$194
WIM
1487
Westside Investment Management
California
$46
CMP
1488
Coston McIsaac & Partners
Maine
$4
WAM
1489
Wallington Asset Management
Indiana
-$7.85M -180,384 Closed
WAS
1490
Wealth Advisory Solutions
Indiana
-$6.66M -152,910 Closed
MSE
1491
MUFG Securities EMEA
United Kingdom
-$4.35M -100,000 Closed
ACM
1492
AlphaCrest Capital Management
New York
-$3.86M -88,629 Closed
CIAS
1493
CFS Investment Advisory Services
New Jersey
-$2K -87,821 Closed
CCMD
1494
Cypress Capital Management (Delaware)
Delaware
-$3.68M -84,422 Closed
OQS
1495
Occudo Quantitative Strategies
Florida
-$3.32M -76,294 Closed
RCG
1496
Resource Consulting Group
Florida
-$2.8M -64,207 Closed
MF
1497
Magnetar Financial
Illinois
-$2.13M -48,806 Closed
PHK
1498
Point72 Hong Kong
Hong Kong
-$1.78M -40,787 Closed
HAI
1499
Hennessy Advisors Inc
California
-$1.52M -35,000 Closed
UAS
1500
United Asset Strategies
New York
-$1.47M -33,785 Closed

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.