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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 %
WFS
676
Widmann Financial Services
Maryland
$680K +$26.8K +937 +4%
Vontobel Holding
677
Vontobel Holding
Switzerland
$680K +$56K +1,957 +9%
BW
678
Bison Wealth
Georgia
$678K -$17.4K -609 -3%
MCM
679
Monument Capital Management
Virginia
$665K -$10.4K -363 -2%
PP
680
Paloma Partners
Connecticut
$658K +$615K +21,479 +1,418%
IF
681
Intrua Financial
Texas
$653K -$29.2K -1,021 -4%
SSWM
682
Sheets Smith Wealth Management
North Carolina
$651K -$43.6K -1,525 -6%
SWS
683
SYSTM Wealth Solutions
Illinois
$649K -$641K -22,389 -50%
CFCI
684
Comprehensive Financial Consultants Institutional
Indiana
$649K +$111K +3,870 +21%
CAC
685
Certified Advisory Corp
Florida
$646K +$7.47K +261 +1%
AIM
686
Aigen Investment Management
New York
$645K -$1.44M -50,440 -69%
LCM
687
Leisure Capital Management
California
$644K +$37.8K +1,320 +6%
GLR
688
Great Lakes Retirement
Ohio
$643K +$28K +979 +5%
SSWM
689
Smith Salley Wealth Management
North Carolina
$640K -$107K -3,739 -14%
MSA
690
Marino Stram & Associates
Massachusetts
$638K +$12.1K +423 +2%
LCWP
691
Legacy Capital Wealth Partners
Arkansas
$632K +$632K +22,106 New
EGM
692
Engineers Gate Manager
New York
$624K -$316K -11,057 -34%
SA
693
Strategic Advisors
New York
$624K -$282K -9,867 -31%
HPC
694
HM Payson & Co
Maine
$621K -$94.7K -3,309 -13%
GFA
695
Gallagher Fiduciary Advisors
Illinois
$620K +$44.5K +1,556 +8%
CA
696
Carson Advisory
Georgia
$618K +$12.9K +452 +2%
SCA
697
STALEY CAPITAL ADVISERS
Pennsylvania
$615K +$86.1K +3,009 +16%
EOJOAM
698
E. Ohman J:or Asset Management
Sweden
$615K – – –
PCM
699
Penserra Capital Management
California
$615K -$23.7K -829 -4%
MGIA
700
Moneta Group Investment Advisors
Missouri
$614K +$53.3K +1,863 +10%
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