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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
AAM
1501
Arabesque Asset Management
United Kingdom
-$1.39M -31,815 Closed
BCM
1502
Bayesian Capital Management
New York
-$1.35M -31,128 Closed
Wolverine Trading
1503
Wolverine Trading
Illinois
-$1.21M -27,645 Closed
MAM
1504
Meeder Asset Management
Ohio
-$1.12M -25,758 Closed
AIMCA
1505
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.09M -25,157 Closed
PRC
1506
Pearl River Capital
Michigan
-$976K -22,416 Closed
VEA
1507
Virtus ETF Advisers
New York
-$612K -14,053 Closed
WG
1508
Winton Group
United Kingdom
-$552K -12,685 Closed
TL
1509
Tradewinds LLC
North Carolina
-$540K -12,395 Closed
RWM
1510
Ritholtz Wealth Management
New York
-$535K -12,295 Closed
BCP
1511
Blue Chip Partners
Michigan
-$527K -12,115 Closed
HFG
1512
Heron Financial Group
New York
-$500K -11,483 Closed
CAM
1513
Covenant Asset Management
New Jersey
-$457K -10,489 Closed
GCM
1514
Graham Capital Management
Connecticut
-$447K -10,268 Closed
PTC
1515
Philadelphia Trust Company
Pennsylvania
-$443K -10,172 Closed
RCIM
1516
Red Cedar Investment Management
Michigan
-$437K -10,044 Closed
FPAS
1517
Focus Partners Advisor Solutions
Missouri
-$426K -9,777 Closed
CIBC World Market
1518
CIBC World Market
Ontario, Canada
-$404K -9,273 Closed
BAM
1519
Berkshire Asset Management
Pennsylvania
-$379K -8,706 Closed
DSN
1520
D. Scott Neal
Kentucky
-$351K -8,064 Closed
CCA
1521
Childress Capital Advisors
Texas
-$340K -7,655 Closed
LAS
1522
LWM Advisory Services
Florida
-$297K -6,819 Closed
BFM
1523
Boothbay Fund Management
New York
-$286K -6,578 Closed
Q
1524
QVR
California
-$285K -6,547 Closed
JSC
1525
Jackson Square Capital
California
-$285K -6,542 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.