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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 %
ISL
351
Ingalls & Snyder LLC
New York
$3.36M -$153K -5,360 -4%
SIAP
352
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.33M -$75.4K -2,636 -2%
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$3.33M +$583K +20,386 +21%
M&T Bank
354
M&T Bank
New York
$3.26M -$1.99M -69,443 -38%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$3.23M +$256K +8,966 +9%
KeyBank National Association
356
KeyBank National Association
Ohio
$3.21M -$132K -4,603 -4%
CDH
357
Charles D. Hyman
$3.2M -$24.5K -858 -0.8%
EMPI
358
Elo Mutual Pension Insurance
Finland
$3.19M +$3.19M +111,476 New
AI
359
Atria Investments
North Carolina
$3.19M -$555K -19,408 -15%
DIA
360
Dana Investment Advisors
Wisconsin
$3.16M +$585K +20,430 +23%
CS
361
Candriam SCA
Luxembourg
$3.12M +$28.8K +1,006 +0.9%
KRS
362
Kentucky Retirement Systems
Kentucky
$3.11M +$49K +1,712 +2%
AAS
363
Avantax Advisory Services
Texas
$3.05M +$619K +21,629 +25%
BFA
364
Bragg Financial Advisors
North Carolina
$2.99M -$23.5K -822 -0.8%
HW
365
Hedeker Wealth
Illinois
$2.98M +$112K +3,928 +4%
AWA
366
Arkadios Wealth Advisors
Georgia
$2.96M +$1.35M +47,100 +84%
Teacher Retirement System of Texas
367
Teacher Retirement System of Texas
Texas
$2.95M -$6.29M -219,735 -68%
BCI
368
Brinker Capital Investments
Pennsylvania
$2.95M -$824K -28,808 -22%
OPS
369
Orion Portfolio Solutions
Nebraska
$2.95M -$824K -28,808 -22%
UCMOK
370
United Capital Management of KS
Kansas
$2.95M +$57.3K +2,004 +2%
FNT
371
First National Trust
Pennsylvania
$2.94M -$224K -7,832 -7%
SSB
372
Sandy Spring Bank
Maryland
$2.91M -$64.2K -2,243 -2%
LG
373
LaFleur & Godfrey
Michigan
$2.9M +$92.8K +3,244 +3%
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$2.9M – – –
ANTB
375
AMG National Trust Bank
Colorado
$2.87M +$1.72M +60,141 +150%
13 14
15
16 17