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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 %
CCP
751
Cunning Capital Partners
North Carolina
$501K +$501K +17,500 New
LNWWM
752
Laird Norton Wetherby Wealth Management
California
$501K -$69.5K -2,430 -12%
ECM
753
Evergreen Capital Management
Washington
$498K +$85.8K +2,998 +21%
FAIM
754
Financial Advocates Investment Management
Washington
$491K +$14.4K +504 +3%
IC
755
IEQ Capital
California
$491K -$91.2K -3,188 -16%
FHC
756
First Heartland Consultants
Missouri
$489K -$334K -11,657 -41%
GF
757
Gabelli Funds
New York
$486K – – –
TIAA Trust, National Association
758
TIAA Trust, National Association
North Carolina
$484K +$484K +16,927 New
EIA
759
Eastover Investment Advisors
North Carolina
$484K – – –
WCAMG
760
Woodard & Company Asset Management Group
North Carolina
$480K – – –
VSQM
761
V-Square Quantitative Management
Illinois
$479K +$187K +6,540 +64%
MME
762
Meag Munich Ergo
Germany
$478K – – –
Lido Advisors
763
Lido Advisors
California
$477K -$42.2K -1,476 -8%
FG
764
Fiduciary Group
Georgia
$477K -$15.8K -553 -3%
CMANY
765
Capital Management Associates (New York)
New York
$477K +$477K +16,682 New
RMC
766
Resources Management Corp
Connecticut
$475K +$40.1K +1,400 +9%
NSB
767
Norway Savings Bank
Maine
$473K -$44.2K -1,546 -9%
CHC
768
City Holding Co
West Virginia
$472K -$84.7K -2,959 -15%
FTDI
769
First Trust Direct Indexing
Massachusetts
$472K +$43.4K +1,518 +10%
DCM
770
Dudley Capital Management
Virginia
$472K – – –
AWM
771
Atticus Wealth Management
Florida
$471K -$3K -105 -0.6%
CIC
772
Chilton Investment Company
Connecticut
$467K +$96.5K +3,373 +26%
BF
773
BOK Financial
Oklahoma
$466K -$54.3K -1,914 -10%
SWA
774
Stratos Wealth Advisors
Ohio
$466K -$7.67K -268 -2%
WHG
775
Westwood Holdings Group
Texas
$463K – – –
29 30
31
32 33