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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
HI
1551
Hudock Inc
Pennsylvania
-$184K -4,238 Closed
TIA
1552
Tiemann Investment Advisors
California
-$183K -4,211 Closed
EW
1553
Evoke Wealth
California
-$142K -3,260 Closed
EIP
1554
Ellis Investment Partners
Pennsylvania
-$119K -2,748 Closed
EC
1555
EdgeRock Capital
Colorado
-$114K -2,619 Closed
BIP
1556
Blueprint Investment Partners
North Carolina
-$110K -2,520 Closed
MA
1557
MUFG Americas
New York
-$82K -1,875 Closed
CWM
1558
Castle Wealth Management
Florida
-$79K -1,820 Closed
PWC
1559
PYA Waltman Capital
Tennessee
-$65K -1,497 Closed
HFM
1560
Harvest Fund Management
China
-$37K -854 Closed
HR
1561
Howe & Rusling
New York
-$31K -717 Closed
CJL
1562
Cyrus J. Lawrence
New York
-$20K -472 Closed
GWSG
1563
GPS Wealth Strategies Group
Colorado
-$15K -339 Closed
ECU
1564
Eisler Capital (UK)
United Kingdom
-$14K -318 Closed
M1FG
1565
Mach-1 Financial Group
Arkansas
-$12K -296 Closed
SFO
1566
Standard Family Office
South Dakota
-$9K -200 Closed
CTB
1567
Country Trust Bank
Illinois
-$5K -117 Closed
ODG
1568
O'Dell Group
Ohio
-$5K -109 Closed
ACM
1569
Absolute Capital Management
Pennsylvania
-$3.17K -72 Closed
CPFP
1570
Clear Perspectives Financial Planning
Ohio
-$1K -29 Closed
FSWA
1571
Financial Synergies Wealth Advisors
Texas
-$1.09K -25 Closed
CWM
1572
Cedar Wealth Management
California
-$1K -17 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.