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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 %
CA
701
Cornerstone Advisory
Maryland
$612K -$359K -12,555 -37%
BBHC
702
Brown Brothers Harriman & Co
New York
$611K -$597K -20,857 -49%
SFG
703
Summit Financial Group
West Virginia
$611K – – –
WQ
704
Wealth Quarterback
New Jersey
$606K +$52.4K +1,833 +9%
SW
705
SVB Wealth
Massachusetts
$605K +$277K +9,673 +84%
CAAS
706
Capital Asset Advisory Services
Michigan
$603K -$33.3K -1,123 -5%
FHA
707
First Horizon Advisors
Tennessee
$602K -$125K -4,368 -17%
HW
708
Hancock Whitney
Mississippi
$600K -$44.4K -1,552 -7%
PCC
709
Park Circle Company
Maryland
$599K +$501K +17,500 +510%
AMIM
710
Aull & Monroe Investment Management
Alabama
$598K -$73.3K -2,563 -11%
PA
711
Procyon Advisors
Connecticut
$594K -$70.7K -2,471 -11%
Optiver Holding
712
Optiver Holding
Netherlands
$593K +$593K +20,731 New
CCA
713
Cravens & Co Advisors
Tennessee
$592K +$715 +25 +0.1%
DEA
714
DoubleLine ETF Adviser
Florida
$587K +$34.5K +1,207 +6%
OFG
715
OmniStar Financial Group
North Carolina
$585K +$6.55K +229 +1%
BCM
716
Bayesian Capital Management
New York
$584K +$584K +20,428 New
EDRH
717
Edmond de Rothschild Holding
Switzerland
$582K +$72.7K +2,541 +14%
P
718
&Partners
Tennessee
$582K +$84.6K +2,958 +17%
MWM
719
Meridian Wealth Management
Kentucky
$575K -$12.7K -445 -2%
DWA
720
Douglass Winthrop Advisors
New York
$573K – – –
GBT
721
Grove Bank & Trust
Florida
$573K +$42.6K +1,490 +8%
FOFP
722
Fee-Only Financial Planning
South Carolina
$573K – – –
HAI
723
Hennessy Advisors Inc
California
$572K +$572K +20,000 New
LGA
724
Lebenthal Global Advisors
New York
$570K -$28.1K -981 -5%
MIH
725
Meitav Investment House
Israel
$569K +$192K +6,789 +51%
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