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Truist Financial

1,446 hedge funds and large institutions have $46.4B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 637 increasing their positions, 498 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $167M | Put options by funds: $68.2M

28% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 498

0.26% less ownership

Funds ownership: 73.86%73.61% (-0.26%)

4% less funds holding

Funds holding: 1,5061,446 (-60)

16% less capital invested

Capital invested by funds: $55B → $46.4B (-$8.67B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

28% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 126

Holders
1,446
Holders Change
-60
Holders Change %
-3.98%
% of All Funds
24.36%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
91
Increased
637
Reduced
498
Closed
126
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.68B +$95.3M +1,932,901 +2%
BlackRock
2
BlackRock
New York
$4.58B +$8.3M +168,288 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.93B +$284M +5,751,193 +10%
State Street
4
State Street
Massachusetts
$2.8B -$201M -4,074,281 -6%
Bank of America
5
Bank of America
North Carolina
$1.74B -$754M -15,295,878 -29%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.11B -$5.54M -112,432 -0.5%
Capital International Investors
7
Capital International Investors
California
$1.07B -$682M -13,837,380 -38%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.06B +$26.3M +533,339 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$930M -$86.6M -1,755,783 -8%
Dodge & Cox
10
Dodge & Cox
California
$906M +$104M +2,110,333 +12%
Northern Trust
11
Northern Trust
Illinois
$766M +$16.1M +326,545 +2%
American Century Companies
12
American Century Companies
Missouri
$738M +$186M +3,761,953 +32%
Charles Schwab
13
Charles Schwab
California
$705M +$28.2M +571,099 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$653M +$25.8M +523,278 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$640M +$13.2M +268,017 +2%
Boston Partners
16
Boston Partners
Massachusetts
$592M -$116M -2,354,928 -16%
Norges Bank
17
Norges Bank
Norway
$576M -$269K -5,449 -0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$565M +$20.3M +412,245 +4%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$532M +$79.1M +1,603,672 +17%
Morgan Stanley
20
Morgan Stanley
New York
$518M +$259M +5,249,196 +92%
Macquarie Group
21
Macquarie Group
Australia
$485M +$17.1M +346,101 +4%
Barclays
22
Barclays
United Kingdom
$454M +$245M +4,968,947 +108%
Legal & General Group
23
Legal & General Group
United Kingdom
$435M +$28.9M +585,283 +7%
Franklin Resources
24
Franklin Resources
California
$421M -$5.12M -103,766 -1%
Amundi
25
Amundi
France
$390M -$19.7M -400,429 -4%

TFC Hedge Fund Activity: Q2 2022 in Review

1,446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2022, worth a combined $46.4B — down 16% from $55B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of TFC and 91 opened new positions — a net loss of 35 holders — while 498 trimmed existing stakes and 637 added.

The largest buyer was JP Morgan Chase, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $754M.

  • 1,446 institutional investors held Truist Financial (TFC) as of Q2 2022, down from 1,506 in Q1 2022.
  • Funds reported $46.4B of Truist Financial stock for Q2 2022, down 16% quarter-over-quarter.
  • 91 funds opened new Truist Financial positions in Q2 2022 and 126 closed out, a net change of -35 holders.
  • The largest Truist Financial buyer in Q2 2022 was JP Morgan Chase, an estimated $284M added.
  • The largest Truist Financial seller in Q2 2022 was Bank of America, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2022.