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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 %
FAB
476
First American Bank
Illinois
$1.6M -$2.26K -79 -0.1%
BSW
477
Buckingham Strategic Wealth
Missouri
$1.59M +$54.8K +1,917 +4%
MLICM
478
Metropolitan Life Insurance Company (MetLife)
New York
$1.58M -$83.9K -2,934 -5%
EIP
479
Easterly Investment Partners
Massachusetts
$1.58M -$17.3M -604,060 -92%
WSCM
480
Wellington Shields Capital Management
New York
$1.58M +$1.58M +55,055 New
RK
481
Rather & Kittrell
Tennessee
$1.57M +$772 +27 +0%
TSW
482
Thompson Siegel & Walmsley
Virginia
$1.57M -$81.8K -2,859 -5%
VPIM
483
Vanguard Personalized Indexing Management
California
$1.56M -$197K -6,886 -11%
LWANC
484
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.55M -$50.1K -1,750 -3%
ET
485
Equitable Trust
Tennessee
$1.53M +$71.3K +2,492 +5%
NSIM
486
North Star Investment Management
Illinois
$1.51M -$85.3K -2,980 -5%
TI
487
Tidal Investments
Wisconsin
$1.51M +$107K +3,732 +8%
AT
488
Arvest Trust
Oklahoma
$1.51M -$21.7K -758 -1%
GLLW
489
Graves Light Lenhart Wealth
Virginia
$1.51M -$47.3K -1,733 -3%
ACA
490
Aptus Capital Advisors
Alabama
$1.5M +$257 +9 +0%
ACM
491
Argyle Capital Management
Pennsylvania
$1.49M +$74.4K +2,600 +5%
BTI
492
Blue Trust Inc
Georgia
$1.48M -$14.7K -484 -1%
GT
493
Glenmede Trust
Pennsylvania
$1.47M +$243K +8,482 +20%
CA
494
Cornerstone Advisors
North Carolina
$1.47M +$1.47M +51,400 New
CANC
495
Culbertson A N & Co
Virginia
$1.47M -$12K -421 -0.8%
IWA
496
IVC Wealth Advisors
Pennsylvania
$1.46M +$47.5K +1,660 +3%
LIM
497
Longfellow Investment Management
Massachusetts
$1.45M – – –
GCM
498
Galibier Capital Management
Ontario, Canada
$1.45M -$107K -3,747 -7%
WA
499
Waddell & Associates
Tennessee
$1.44M +$22.4K +783 +2%
VNA
500
Valley National Advisers
Pennsylvania
$1.44M -$27.3K -955 -2%
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