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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
SM
1501
Sciencast Management
New Jersey
-$291K -5,292 Closed
FIB
1502
First Interstate Bank
Montana
-$296K -5,223 Closed
KCIA
1503
Kingsbury Capital Investment Advisors
Illinois
-$293K -5,159 Closed
MW
1504
MBL Wealth
North Carolina
-$281K -4,964 Closed
HPIA
1505
Hamilton Point Investment Advisors
North Carolina
-$279K -4,915 Closed
HFP
1506
Holistic Financial Partners
Indiana
-$274K -4,826 Closed
PP
1507
Paloma Partners
Connecticut
-$235K -4,763 Closed
BCA
1508
Bay Colony Advisors
Massachusetts
-$258K -4,548 Closed
CG
1509
CFO4Life Group
Texas
-$250K -4,416 Closed
WA
1510
Waverly Advisors
Alabama
-$250K -4,413 Closed
CWM
1511
Cahaba Wealth Management
Georgia
-$211K -4,380 Closed
CCA
1512
Childress Capital Advisors
Texas
-$248K -4,348 Closed
CC
1513
Commons Capital
Massachusetts
-$245K -4,320 Closed
CPA
1514
Capital Planning Advisors
California
-$242K -4,269 Closed
TFA
1515
Teamwork Financial Advisors
Texas
-$242K -4,263 Closed
PM
1516
Parametrica Management
Hong Kong
-$239K -4,217 Closed
NC
1517
NovaPoint Capital
Georgia
-$236K -4,169 Closed
RFA
1518
Resurgent Financial Advisors
Georgia
-$234K -4,126 Closed
EWM
1519
Empirical Wealth Management
Washington
-$233K -4,113 Closed
PWP
1520
Principle Wealth Partners
Connecticut
-$232K -4,094 Closed
TAM
1521
Townsend Asset Management
North Carolina
-$230K -4,055 Closed
LCM
1522
Liberty Capital Management
Michigan
-$229K -4,036 Closed
CWM
1523
Circle Wealth Management
New Jersey
-$227K -4,003 Closed
MHIC
1524
Marble Harbor Investment Counsel
Massachusetts
-$227K -4,000 Closed
SF
1525
SBK Financial
Virginia
-$227K -4,000 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.