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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 %
IW
401
Imprint Wealth
South Carolina
$2.45M -$122K -4,250 -5%
AIA
402
Arbor Investment Advisors
North Carolina
$2.45M +$565K +19,740 +30%
KCPG
403
Kavar Capital Partners Group
Kansas
$2.44M -$16.8K -587 -0.7%
SPIA
404
Steward Partners Investment Advisory
New York
$2.44M +$1.16M +40,596 +91%
FA
405
Fiduciary Alliance
South Carolina
$2.44M -$4.44K -155 -0.2%
SCP
406
Sandhill Capital Partners
New York
$2.38M +$45.9K +1,604 +2%
LSERS
407
Louisiana State Employees Retirement System
Louisiana
$2.36M +$2.86K +100 +0.1%
HWM
408
HB Wealth Management
Georgia
$2.3M -$18.9K -660 -0.8%
PAG
409
Private Advisor Group
New Jersey
$2.3M +$605K +21,149 +36%
KPWS
410
Kestra Private Wealth Services
Texas
$2.3M +$41.8K +1,461 +2%
HNB
411
Huntington National Bank
Ohio
$2.3M +$460K +16,088 +25%
AIM
412
Anchor Investment Management
South Carolina
$2.29M +$82.9K +2,899 +4%
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$2.29M +$139K +4,872 +6%
BFIM
414
Beese Fulmer Investment Management
Ohio
$2.28M +$168K +5,855 +8%
JSL
415
JT Stratford LLC
Georgia
$2.26M +$44.4K +1,553 +2%
CWP
416
Concord Wealth Partners
Virginia
$2.22M -$524K -18,298 -19%
TRCT
417
Tower Research Capital (TRC)
New York
$2.21M -$685K -23,941 -24%
HCM
418
Hengehold Capital Management
Ohio
$2.2M -$47.6K -1,663 -2%
Allspring Global Investments
419
Allspring Global Investments
North Carolina
$2.19M -$322K -11,263 -13%
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$2.18M -$792K -27,614 -27%
KWM
421
Kingsview Wealth Management
Oregon
$2.18M -$709K -24,789 -25%
Luther King Capital Management (LKCM)
422
Luther King Capital Management (LKCM)
Texas
$2.17M -$97.9K -3,423 -4%
IWC
423
Integrated Wealth Concepts
Massachusetts
$2.17M +$23.3K +816 +1%
WIS
424
Wright Investors Service
Connecticut
$2.17M +$2.17M +75,778 New
FPCG
425
Fort Pitt Capital Group
Pennsylvania
$2.12M +$214K +7,488 +11%
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