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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$25M +$5.52M +125,941 +28%
Asset Management One
152
Asset Management One
Japan
$24.7M -$2.2M -50,105 -8%
KBC Group
153
KBC Group
Belgium
$24.5M +$19.3M +440,849 +342%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$24.1M +$19.2M +437,389 +354%
BA
155
Bridgewater Associates
Connecticut
$24.1M +$10.8M +246,492 +78%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$24.1M +$2.02M +46,034 +9%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$23.9M +$1.8M +40,983 +8%
E
158
Ergoteles
New York
$22.7M +$23.1M +527,308 New
CF
159
Cantor Fitzgerald
New York
$22.4M -$1.17M -26,724 -5%
Jane Street
160
Jane Street
New York
$21.6M +$22.1M +502,671 New
RRAM
161
River Road Asset Management
Kentucky
$21.5M -$359K -8,195 -2%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$21.5M -$2.62M -59,745 -11%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$20.9M +$1.55M +35,415 +8%
PAS
164
Professional Advisory Services
Florida
$20.8M +$4.23M +96,456 +25%
AT
165
AMF Tjänstepension
Sweden
$20.7M -$38.9M -886,488 -65%
MAA
166
Matrix Asset Advisors
New York
$20.7M -$280K -6,388 -1%
TNB
167
Thomasville National Bank
Georgia
$20.3M +$350K +7,984 +2%
MIM
168
Montgomery Investment Management
Maryland
$20.2M -$17.9K -408 -0.1%
ACM
169
Advisors Capital Management
New Jersey
$20.1M +$942K +21,470 +5%
DRZID
170
DePrince Race & Zollo Inc (DRZ)
Florida
$20M +$2.09M +47,665 +11%
Squarepoint
171
Squarepoint
New York
$19.8M +$15.1M +343,886 +298%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$19.2M -$2.53M -57,774 -11%
Osaic Holdings
173
Osaic Holdings
Arizona
$19.2M +$4.27M +97,298 +28%
AIG
174
American International Group
New York
$18.9M -$80.3K -1,830 -0.4%
Marshall Wace
175
Marshall Wace
United Kingdom
$18.8M +$14.6M +332,259 +321%

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.