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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
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$12.9M +$3.36M +69,836 +31%
WT
202
Washington Trust
Rhode Island
$12.9M -$99.5K -2,069 -0.7%
Comerica Bank
203
Comerica Bank
Texas
$12.8M +$210K +4,368 +1%
Axa
204
Axa
France
$12.6M +$3.22M +66,848 +30%
GI
205
Gradient Investments
Minnesota
$12.6M +$858K +17,837 +7%
MA
206
Montag & Associates
Georgia
$12.4M -$419K -8,712 -3%
BBVA
207
Banco Bilbao Vizcaya Argentaria
Spain
$12.3M +$559K +11,615 +4%
Cerity Partners
208
Cerity Partners
New York
$12.3M -$158K -3,278 -1%
FAF
209
Första AP-fonden
Sweden
$12.2M -$428K -8,900 -3%
DAM
210
Delta Asset Management
Tennessee
$12.2M +$13K +271 +0.1%
GW
211
GW & Wade
Massachusetts
$12.1M +$13.4M +278,407 New
GGS
212
Galvin Gaustad & Stein
Arizona
$11.9M +$5.28M +109,636 +67%
Creative Planning
213
Creative Planning
Kansas
$11.8M -$488K -10,144 -4%
LNB
214
Ledyard National Bank
$11.8M +$265K +5,502 +2%
CIP
215
Chartwell Investment Partners
Pennsylvania
$11.7M +$73.8K +1,534 +0.6%
Public Sector Pension Investment Board (PSP Investments)
216
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.6M -$36.9M -766,310 -74%
VV
217
Verity & Verity
South Carolina
$11.5M +$480K +9,966 +4%
WSFS
218
Wilmington Savings Fund Society
Delaware
$11.5M -$118K -2,444 -0.9%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$11.5M +$623K +12,951 +5%
CFB
220
Cullen/Frost Bankers
Texas
$11.3M +$908K +18,863 +8%
CTA
221
Chesley Taft & Associates
Illinois
$11.3M -$159K -3,310 -1%
DIA
222
Dana Investment Advisors
Wisconsin
$11.2M +$163K +3,385 +1%
MCM
223
McRae Capital Management
New Jersey
$11M +$74.3K +1,545 +0.6%
SCA
224
Stieven Capital Advisors
Missouri
$11M -$2.98M -61,900 -20%
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
$10.9M +$4.33M +90,000 +56%

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.