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Truist Financial
TFC

Overview Fund Activity

1,264 hedge funds and large institutions have $26.7B invested in Truist Financial in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 445 increasing their positions, 556 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
-38
Holders Change %
-2.92%
% of All Funds
20.15%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
112
Increased
445
Reduced
556
Closed
133
Calls
$348M
Puts
$206M
Net Calls
+$142M
Net Calls Change
+$74.1M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$648M
2
Two Sigma Investments
Two Sigma Investments
New York
+$86.3M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$85.8M
4
NRCM
North Reef Capital Management
California
+$66.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$55.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$447M
2
Jane Street
Jane Street
New York
-$205M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
4
BG
Bahl & Gaynor
Ohio
-$173M
5
Capital International Investors
Capital International Investors
California
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
326
Loudon Investment Management
New Hampshire
$3.76M +$586K +20,490 +18%
OC
327
Oppenheimer & Co
New York
$3.73M -$314K -10,974 -8%
CGPCS
328
Capital Group Private Client Services
California
$3.71M -$79.3K -2,770 -2%
FCBT
329
First Citizens Bank & Trust
North Carolina
$3.68M -$13.9K -486 -0.4%
N
330
Numerai
California
$3.67M +$3.67M +128,333 New
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$3.61M +$3.61M +126,264 New
CTA
332
Chesley Taft & Associates
Illinois
$3.61M -$5.72K -200 -0.2%
XF
333
XML Financial
Maryland
$3.61M -$101K -3,516 -3%
KCM
334
Kempner Capital Management
Texas
$3.59M – – –
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$3.57M -$1.46M -51,002 -29%
MF
336
Magnetar Financial
Illinois
$3.56M +$3.56M +124,579 New
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$3.56M -$519K -18,143 -13%
GAB
338
German American Bancorp
Indiana
$3.53M +$115K +4,030 +3%
CFB
339
Cullen/Frost Bankers
Texas
$3.51M -$6.64M -232,146 -65%
Kovitz Investment Group Partners
340
Kovitz Investment Group Partners
Illinois
$3.5M -$12K -419 -0.3%
JPWM
341
Jamison Private Wealth Management
Georgia
$3.49M +$3.49M +122,116 New
BA
342
Baugh & Associates
Georgia
$3.48M +$8.18K +286 +0.2%
GIBU
343
Gulf International Bank (UK)
United Kingdom
$3.47M -$369K -12,900 -10%
BCIM
344
British Columbia Investment Management
British Columbia, Canada
$3.47M +$39K +1,362 +1%
SG Americas Securities
345
SG Americas Securities
New York
$3.42M +$910K +31,818 +36%
HPG
346
Harvest Portfolios Group
Ontario, Canada
$3.42M -$702K -24,534 -17%
TRSOTSOK
347
Teachers Retirement System of the State of Kentucky
Kentucky
$3.42M – – –
DWM
348
Dakota Wealth Management
Florida
$3.4M -$31.2K -1,092 -0.9%
BCCM
349
Bridge Creek Capital Management
Massachusetts
$3.37M +$36.5K +1,275 +1%
CTA
350
Colonial Trust Advisors
South Carolina
$3.36M -$142K -4,973 -4%
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