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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
AB
201
Amalgamated Bank
New York
$15M +$195K +4,449 +1%
MIM
202
MetLife Investment Management
New Jersey
$14.9M -$245K -5,580 -2%
CIC
203
Crawford Investment Counsel
Georgia
$14.8M +$14.6M +332,520 +3,032%
TBC
204
Tweedy, Browne Co
Connecticut
$14.6M -$21M -479,705 -59%
OAM
205
Oppenheimer Asset Management
New York
$14.5M -$7.84M -178,822 -35%
Corient Private Wealth
206
Corient Private Wealth
Florida
$14.4M +$14.7M +335,042 New
FAF
207
Fjarde Ap-fonden
Sweden
$14.4M -$1.18M -26,844 -7%
DDPIC
208
Deroy & Devereaux Private Investment Counsel
Michigan
$14.3M -$226K -5,160 -2%
WB
209
WesBanco Bank
West Virginia
$13.9M +$3.45M +78,753 +32%
Comerica Bank
210
Comerica Bank
Texas
$13.9M -$247K -5,634 -2%
Handelsbanken Fonder
211
Handelsbanken Fonder
Sweden
$13.7M +$140K +3,181 +1%
FAF
212
Första AP-fonden
Sweden
$13.7M +$1.67M +38,100 +14%
ProShare Advisors
213
ProShare Advisors
Maryland
$13.6M +$2.96M +67,485 +27%
RJT
214
Raymond James Trust
Florida
$13.5M +$349K +7,947 +3%
CFB
215
Cullen/Frost Bankers
Texas
$13.4M +$2.23M +50,725 +19%
TBA
216
Tower Bridge Advisors
Pennsylvania
$13.4M -$112K -2,562 -0.8%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.2M +$1.81M +41,157 +15%
UCFA
218
United Capital Financial Advisors
Texas
$13.2M +$250K +5,695 +2%
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$13.1M -$11.6M -264,208 -46%
Robeco Institutional Asset Management
220
Robeco Institutional Asset Management
Netherlands
$13.1M -$2.9M -66,109 -18%
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$12.7M -$352K -8,014 -3%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$12.6M -$199K -4,529 -2%
Natixis Advisors
223
Natixis Advisors
Massachusetts
$12.5M -$6.81M -155,347 -35%
HTC
224
Haverford Trust Company
Pennsylvania
$12.2M -$619K -14,100 -5%
Creative Planning
225
Creative Planning
Kansas
$12.2M +$508K +11,588 +4%

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.