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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 %
NHC
451
Nicholas Hoffman & Company
Georgia
$1.83M +$32.7K +1,142 +2%
LDB
452
Lee, Danner & Bass
Tennessee
$1.83M -$11.4K -400 -0.6%
UB
453
UMB Bank
Missouri
$1.82M -$236K -8,254 -11%
RIM
454
Redwood Investment Management
Arizona
$1.82M +$1.82M +63,603 New
OAM
455
Ostrum Asset Management
France
$1.81M -$382K -13,357 -17%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$1.81M -$1.79M -62,638 -50%
CRM
457
Cramer Rosenthal McGlynn
Connecticut
$1.79M -$984K -34,399 -36%
PWS
458
Peloton Wealth Strategists
Indiana
$1.78M +$45.1K +1,575 +3%
AWM
459
Axxcess Wealth Management
California
$1.78M +$647K +22,608 +57%
CA
460
Cetera Advisors
Colorado
$1.77M +$138K +4,821 +8%
AIM
461
Achmea Investment Management
Netherlands
$1.76M -$134K -4,674 -7%
ISB
462
Iowa State Bank
Iowa
$1.76M +$14.6K +511 +0.8%
RWA
463
River Wealth Advisors
Pennsylvania
$1.76M -$34.2K -1,197 -2%
SWP
464
Stratos Wealth Partners
Ohio
$1.75M +$79.6K +2,781 +5%
BFEC
465
Benjamin F. Edwards & Company
Missouri
$1.74M +$136K +4,737 +8%
VI
466
Versor Investments
New York
$1.74M +$1.74M +60,700 New
VVP
467
Venture Visionary Partners
Ohio
$1.73M -$2.87M -100,351 -62%
GIM
468
Goelzer Investment Management
Indiana
$1.72M -$3.32K -116 -0.2%
PPW
469
Parcion Private Wealth
Washington
$1.71M -$1.81M -63,402 -52%
PPWP
470
Proquility Private Wealth Partners
Nevada
$1.69M -$38.4K -1,341 -2%
CII
471
Capital International Inc
California
$1.68M -$12K -421 -0.7%
MGP
472
Metis Global Partners
California
$1.68M +$279K +9,745 +20%
SL
473
Salomon & Ludwin
Virginia
$1.65M -$8.33K -291 -0.5%
MNBTD
474
Moody National Bank Trust Division
Texas
$1.64M +$500K +17,464 +44%
PWP
475
Principle Wealth Partners
Connecticut
$1.6M +$1.17M +41,069 +279%
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