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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
MA
1526
MJP Associates
Connecticut
-$270K -6,192 Closed
WP
1527
WealthShield Partners
North Carolina
-$268K -6,145 Closed
PTC
1528
Petrus Trust Company
Texas
-$261K -5,997 Closed
SHA
1529
Seneca House Advisors
Virginia
-$256K -5,884 Closed
WPC
1530
Wedmont Private Capital
Pennsylvania
-$254K -5,838 Closed
HPWM
1531
Highland Private Wealth Management
Washington
-$248K -5,694 Closed
LSPW
1532
Lake Street Private Wealth
Illinois
-$243K -5,591 Closed
PWM
1533
PBMares Wealth Management
Virginia
-$238K -5,476 Closed
AFA
1534
Arlington Financial Advisors
California
-$235K -5,400 Closed
CT
1535
Columbia Trust
Oregon
-$232K -5,317 Closed
BBW
1536
Blue Barn Wealth
Utah
-$228K -5,235 Closed
PI
1537
Putnam Investments
Massachusetts
-$225K -5,174 Closed
SPP
1538
Single Point Partners
Massachusetts
-$224K -5,151 Closed
TFF
1539
The Family Firm
Maryland
-$223K -5,128 Closed
TFCP
1540
Twin Focus Capital Partners
Massachusetts
-$220K -5,058 Closed
SFI
1541
SPC Financial Inc
Maryland
-$218K -5,000 Closed
IP
1542
Investment Partners
Ohio
-$216K -4,963 Closed
KIG
1543
Kowal Investment Group
Wisconsin
-$216K -4,963 Closed
OTPPB
1544
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$213K -4,881 Closed
ER
1545
Enlightenment Research
Florida
-$209K -4,800 Closed
NPF
1546
Norris Perne & French
Michigan
-$208K -4,767 Closed
CCM
1547
Carderock Capital Management
Maryland
-$206K -4,727 Closed
EM
1548
Excalibur Management
Massachusetts
-$206K -4,726 Closed
IWA
1549
Intercontinental Wealth Advisors
Texas
-$202K -4,644 Closed
SF
1550
SBK Financial
Virginia
-$201K -4,621 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.