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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 %
CIP
376
Chartwell Investment Partners
Pennsylvania
$2.87M -$2.35K -82 -0.1%
SYBT
377
Stock Yards Bank & Trust
Kentucky
$2.86M -$231K -8,063 -7%
CA
378
Continental Advisors
Utah
$2.85M +$57.2K +2,000 +2%
SFA
379
Semmax Financial Advisors
North Carolina
$2.84M +$2.84M +95,140 New
DA
380
Duality Advisers
Florida
$2.84M +$2.84M +99,140 New
DILIC
381
Dai-ichi Life Insurance Company
Japan
$2.82M +$1M +35,000 +55%
AC
382
Asio Capital
Kentucky
$2.81M +$1.15M +40,158 +69%
PFO
383
Pathstone Family Office
New Jersey
$2.79M +$1.28M +44,659 +85%
TPCW
384
TD Private Client Wealth
New York
$2.76M -$616K -21,514 -18%
FDP
385
Financiere des Professionnels
Quebec, Canada
$2.75M +$2.75M +96,194 New
MIA
386
MainStreet Investment Advisors
Illinois
$2.75M -$11K -383 -0.4%
SAM
387
Securian Asset Management
Minnesota
$2.73M -$374K -13,075 -12%
GS
388
GTS Securities
New York
$2.71M -$632K -22,105 -19%
SIS
389
Sound Income Strategies
Florida
$2.71M +$247K +8,618 +10%
AIS
390
AM Investment Strategies
Tennessee
$2.7M -$31.8K -1,111 -1%
Wealthfront Advisers
391
Wealthfront Advisers
California
$2.68M +$589K +20,596 +28%
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$2.68M -$10K -350 -0.4%
LFAS
393
Level Four Advisory Services
Texas
$2.64M -$616K -21,530 -19%
BRWA
394
B. Riley Wealth Advisors
Florida
$2.62M +$221K +7,728 +9%
WAOTB
395
Wealth Advisors of Tampa Bay
Florida
$2.61M +$1.59M +55,588 +156%
CB
396
Community Bank
New York
$2.6M -$15.6K -547 -0.6%
PWW
397
Pettyjohn Wood & White
Virginia
$2.58M +$197K +6,879 +8%
CB
398
Cadence Bank
Mississippi
$2.52M -$167K -5,831 -6%
BPA
399
Beacon Pointe Advisors
California
$2.47M +$1.42M +49,503 +134%
MSAM
400
Moloney Securities Asset Management
Missouri
$2.45M -$31.1K -1,086 -1%
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