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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
$1.52B
2
Two Sigma Investments
Two Sigma Investments
New York
$90M
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
$72.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$596M
2
Jane Street
Jane Street
New York
$28.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$458M
4
BG
Bahl & Gaynor
Ohio
$1.91M
5
Capital International Investors
Capital International Investors
California
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$217M -$87.5M -3,057,500 -29%
UBS AM
27
UBS AM
Illinois
$210M +$6.79M +237,383 +3%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$181M -$17.1M -599,289 -9%
Barclays
29
Barclays
United Kingdom
$174M +$17M +594,850 +11%
Capital International Investors
30
Capital International Investors
California
$170M -$146M -5,121,089 -46%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$159M -$21.8M -761,202 -12%
Truist Financial
32
Truist Financial
North Carolina
$149M +$772K +26,972 +0.5%
Goldman Sachs
33
Goldman Sachs
New York
$146M -$51.6M -1,804,632 -26%
CCM
34
Cullen Capital Management
New York
$138M +$8.95M +312,899 +7%
Wells Fargo
35
Wells Fargo
California
$124M -$25.3M -884,811 -17%
RJA
36
Raymond James & Associates
Florida
$122M -$11M -384,712 -8%
First Trust Advisors
37
First Trust Advisors
Illinois
$122M +$2.82M +98,490 +2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$109M -$4.41M -151,956 -4%
UBS Group
39
UBS Group
Switzerland
$109M -$16.8M -588,100 -13%
Jennison Associates
40
Jennison Associates
New York
$105M +$32.7M +1,141,944 +45%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$104M -$4.39M -153,380 -4%
Ameriprise
42
Ameriprise
Minnesota
$101M +$5.68M +198,376 +6%
Prudential Financial
43
Prudential Financial
New Jersey
$94.4M -$4.51M -157,788 -5%
BAM
44
Burgundy Asset Management
Ontario, Canada
$94.1M -$20.6M -720,319 -18%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$93.4M -$660K -23,053 -0.7%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$90.7M +$9.37M +327,640 +12%
Two Sigma Investments
47
Two Sigma Investments
New York
$90M +$86.3M +3,017,362 +2,359%
Stifel Financial
48
Stifel Financial
Missouri
$88.8M -$9.81M -342,789 -10%
Deutsche Bank
49
Deutsche Bank
Germany
$86.6M -$24.3M -850,593 -22%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$85.8M +$85.8M +2,997,980 New
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