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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 %
NS
551
NBC Securities
Alabama
$1.18M +$1.18M +41,319 New
OHWP
552
Oak Harbor Wealth Partners
North Carolina
$1.18M -$91.9K -3,212 -7%
BCP
553
Berkeley Capital Partners
Georgia
$1.17M +$26.8K +935 +2%
AWM
554
Apollon Wealth Management
South Carolina
$1.16M -$76.2K -2,665 -6%
ICG
555
InterOcean Capital Group
Tennessee
$1.16M +$69.8K +2,440 +6%
FPGT
556
Financial Partners Group (Tennessee)
Tennessee
$1.16M +$1.16M +40,454 New
IA
557
IFG Advisory
Georgia
$1.15M +$55.7K +1,947 +5%
SAM
558
Sompo Asset Management
Japan
$1.15M -$235K -8,200 -17%
USAA
559
United Services Automobile Association
Texas
$1.14M +$246K +8,598 +28%
BCA
560
Bray Capital Advisors
Florida
$1.13M -$17.5K -612 -2%
IA
561
Icon Advisers
Colorado
$1.12M – – –
DADC
562
D.A. Davidson & Co
Montana
$1.12M +$60.7K +2,120 +6%
BI
563
Ballast Inc
Kentucky
$1.11M +$227K +7,918 +26%
XSC
564
X-Square Capital
Puerto Rico
$1.1M – – –
VIM
565
Vinva Investment Management
Australia
$1.09M -$47.6K -1,687 -4%
BAMF
566
BI Asset Management Fondsmaeglerselskab
Denmark
$1.09M -$376K -13,138 -26%
TAF
567
Tredje AP-fonden
Sweden
$1.09M +$68.3K +2,389 +7%
GAM
568
Gotham Asset Management
New York
$1.09M -$41.9K -1,466 -4%
ONST
569
Old North State Trust
North Carolina
$1.09M -$141K -4,935 -11%
PFS
570
Physicians Financial Services
North Carolina
$1.08M -$14.3K -499 -1%
NRS
571
Neville Rodie & Shaw
New York
$1.08M -$2.86K -100 -0.3%
KA
572
Kintegral Advisory
New York
$1.08M -$629 -22 -0.1%
IBOK
573
Independence Bank of Kentucky
Kentucky
$1.08M -$180K -6,305 -14%
PAS
574
Park Avenue Securities
New York
$1.07M -$30.9K -1,081 -3%
AMBIA
575
Allen Mooney & Barnes Investment Advisors
Georgia
$1.07M -$4.12M -144,054 -79%
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