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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 %
MOS
576
MGO One Seven
Ohio
$1.06M +$99.9K +3,493 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
577
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.06M -$2.68M -93,519 -72%
CIA
578
Capital Investment Advisors
Georgia
$1.04M -$73.6K -2,574 -7%
BIA
579
BHK Investment Advisors
Alabama
$1.04M -$199K -6,957 -16%
RWM
580
RKL Wealth Management
Pennsylvania
$1.04M -$8.81K -308 -0.8%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$64.6K -2,258 -6%
JWCA
582
J.W. Cole Advisors
Florida
$1.03M +$63.2K +2,209 +7%
DAM
583
Diamant Asset Management
Connecticut
$1.03M -$28.6K -1,000 -3%
SM
584
Salzhauer Michael
$1.02M -$73.6K -2,574 -7%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$1.01M +$177K +6,181 +21%
WA
586
Wealth Alliance
New York
$1.01M -$154K -5,396 -13%
FSA
587
Financial Security Advisor
Virginia
$1.01M +$1.01M +35,369 New
CB
588
CNB Bank
Pennsylvania
$1M -$46.3K -1,619 -4%
PGAM
589
Princeton Global Asset Management
New Jersey
$1M -$31.9K -1,114 -3%
IAMOG
590
Investors Asset Management of Georgia
Georgia
$1M -$2.19K -79 -0.2%
NERM
591
New England Research & Management
Illinois
$996K -$123K -4,298 -11%
SCA
592
Snowden Capital Advisors
New York
$992K +$124K +5,060 +14%
PI
593
Pettee Investors
Connecticut
$989K -$14.3K -500 -1%
HT
594
Heritage Trust
Oklahoma
$987K -$50.2K -1,754 -5%
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$980K -$140K -4,878 -12%
BCV
596
Banque Cantonale Vaudoise
Switzerland
$977K -$128K -4,490 -12%
MA
597
MCF Advisors
Kentucky
$966K +$42.9K +1,500 +5%
SFA
598
Sequoia Financial Advisors
Ohio
$957K -$227K -7,948 -19%
PCM
599
Poehling Capital Management
Wisconsin
$954K +$89.2K +3,118 +10%
BO
600
Bank OZK
Arkansas
$953K +$39.5K +1,382 +4%
22 23
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