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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
DOA
1526
D'Orazio & Associates
Virginia
-$225K -3,977 Closed
SHWM
1527
Smith & Howard Wealth Management
Georgia
-$225K -3,973 Closed
CCA
1528
Cottonwood Capital Advisors
Utah
-$224K -3,956 Closed
BFS
1529
Bradley Foster & Sargent
Connecticut
-$222K -3,917 Closed
MP
1530
McDonald Partners
Ohio
-$221K -3,894 Closed
SWA
1531
SFMG Wealth Advisors
Texas
-$221K -3,892 Closed
MI
1532
Moneywise Inc
Virginia
-$220K -3,887 Closed
CC
1533
Centiva Capital
New York
-$220K -3,883 Closed
CI
1534
Chartist Inc
California
-$220K -3,873 Closed
BWA
1535
Burt Wealth Advisors
Maryland
-$219K -3,871 Closed
CPA
1536
Court Place Advisors
Maryland
-$215K -3,791 Closed
FUBT
1537
First United Bank & Trust
Maryland
-$215K -3,787 Closed
GA
1538
Geller Advisors
New York
-$214K -3,771 Closed
DA
1539
Detalus Advisors
Missouri
-$212K -3,732 Closed
WI
1540
Wedgewood Investors
Pennsylvania
-$210K -3,711 Closed
WF
1541
Warner Financial
Maryland
-$212K -3,675 Closed
DA
1542
DSC Advisors
Illinois
-$208K -3,664 Closed
Members Trust
1543
Members Trust
Florida
-$207K -3,658 Closed
APP
1544
Avantax Planning Partners
Iowa
-$207K -3,649 Closed
SWM
1545
Silverlake Wealth Management
Vermont
-$207K -3,647 Closed
TP
1546
Tranquility Partners
Tennessee
-$205K -3,624 Closed
OMC
1547
Old Mission Capital
Illinois
-$205K -3,607 Closed
GMA
1548
Glassy Mountain Advisors
Maryland
-$203K -3,586 Closed
RT
1549
Rockland Trust
Massachusetts
-$200K -3,535 Closed
HA
1550
Herold Advisors
New York
-$76.4K -1,346 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.