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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.26B +$63.1M +1,437,335 +1%
BlackRock
2
BlackRock
New York
$3.98B -$336M -7,658,708 -8%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.63B +$39.5M +900,778 +1%
State Street
4
State Street
Massachusetts
$2.58B +$6.37M +145,112 +0.2%
Bank of America
5
Bank of America
North Carolina
$1.58B -$9.46M -215,666 -0.6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.02B +$197M +4,494,036 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.01B +$5.92M +134,870 +0.6%
Amundi
8
Amundi
France
$848M +$241M +5,504,325 +43%
Dodge & Cox
9
Dodge & Cox
California
$809M -$26.7M -609,643 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$742M -$256M -5,845,643 -25%
Northern Trust
11
Northern Trust
Illinois
$690M -$9.69M -220,918 -1%
Charles Schwab
12
Charles Schwab
California
$676M +$15.9M +363,399 +2%
Morgan Stanley
13
Morgan Stanley
New York
$667M +$167M +3,813,439 +33%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$595M +$10.2M +233,255 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$592M +$8.12M +185,023 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$585M +$70.5M +1,606,609 +13%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$563M +$94.5M +2,153,942 +20%
Norges Bank
18
Norges Bank
Norway
$554M +$24.1M +549,313 +4%
AWA
19
Arete Wealth Advisors
Illinois
$553M -$75.7K -1,726 -12%
American Century Companies
20
American Century Companies
Missouri
$544M -$48.7M -1,110,977 -8%
Capital International Investors
21
Capital International Investors
California
$501M -$357M -8,146,842 -41%
Macquarie Group
22
Macquarie Group
Australia
$447M +$7.85M +178,876 +2%
Invesco
23
Invesco
Georgia
$371M +$32.8M +747,625 +9%
Franklin Resources
24
Franklin Resources
California
$367M +$14.9M +338,633 +4%
BG
25
Bahl & Gaynor
Ohio
$353M -$25M -570,144 -6%

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.