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Truist Financial

1,423 hedge funds and large institutions have $42.5B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 628 increasing their positions, 488 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $175M | Put options by funds: $77M

29% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 488

0.11% more ownership

Funds ownership: 73.61%73.72% (+0.11%)

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

2% less funds holding

Funds holding: 1,4461,423 (-23)

8% less capital invested

Capital invested by funds: $46.4B → $42.5B (-$3.87B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
628
Reduced
488
Closed
100
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$22M +$7.12M +147,895 +41%
MAA
152
Matrix Asset Advisors
New York
$21.2M -$1.13M -23,527 -5%
ACM
153
Advisors Capital Management
New Jersey
$20.6M +$8.58M +178,400 +67%
MIM
154
Montgomery Investment Management
Maryland
$20.5M +$14.4K +300 +0.1%
Mackenzie Financial
155
Mackenzie Financial
Ontario, Canada
$20.3M +$49.7K +1,032 +0.2%
TNB
156
Thomasville National Bank
Georgia
$20.2M +$191K +3,973 +0.9%
LCM
157
Logan Capital Management
Pennsylvania
$19.9M +$1.12M +23,327 +5%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$19.8M +$591K +12,278 +3%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$19.6M +$21.7M +450,257 New
Natixis Advisors
160
Natixis Advisors
Massachusetts
$19.4M -$1.44M -29,924 -6%
Retirement Systems of Alabama
161
Retirement Systems of Alabama
Alabama
$19.2M -$39.3K -817 -0.2%
AIG
162
American International Group
New York
$19.2M -$472K -9,819 -2%
MIS
163
Morningstar Investment Services
Illinois
$18.6M +$861K +17,900 +4%
DRZID
164
DePrince Race & Zollo Inc (DRZ)
Florida
$18.2M -$118K -2,453 -0.6%
RHBC
165
R.H. Bluestein & Co
Michigan
$18.1M +$9.59M +199,420 +92%
US Bancorp
166
US Bancorp
Minnesota
$18M -$4.12M -85,533 -17%
FCI
167
Financial Counselors Inc
Kansas
$17.8M +$224K +4,648 +1%
DC
168
Davenport & Co
Virginia
$17.6M +$480K +9,978 +3%
CCM
169
Coerente Capital Management
Ontario, Canada
$17.6M +$193K +4,019 +1%
FLII
170
First Long Island Investors
New York
$17.3M -$200K -4,157 -1%
SF
171
Synovus Financial
Georgia
$17.2M +$126K +2,613 +0.7%
FAF
172
Fjarde Ap-fonden
Sweden
$17.1M
SDIC
173
South Dakota Investment Council
South Dakota
$17.1M -$260K -5,400 -1%
PAS
174
Professional Advisory Services
Florida
$16.8M +$130K +2,697 +0.7%
SIC
175
Salem Investment Counselors
North Carolina
$16.7M -$258K -5,355 -1%

TFC Hedge Fund Activity: Q3 2022 in Review

1,423 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2022, worth a combined $42.5B — down 8.3% from $46.4B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TFC and 95 opened new positions — a net loss of 5 holders — while 488 trimmed existing stakes and 628 added.

The largest buyer was Amundi, adding an estimated $200M. The largest seller was Barclays, cutting an estimated $356M.

  • 1,423 institutional investors held Truist Financial (TFC) as of Q3 2022, down from 1,446 in Q2 2022.
  • Funds reported $42.5B of Truist Financial stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 95 funds opened new Truist Financial positions in Q3 2022 and 100 closed out, a net change of -5 holders.
  • The largest Truist Financial buyer in Q3 2022 was Amundi, an estimated $200M added.
  • The largest Truist Financial seller in Q3 2022 was Barclays, an estimated $356M sold.

Based on aggregated 13F filings for Q3 2022.