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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 %
DAL
776
Delta Accumulation LLC
California
$458K +$172 +6 +0%
FSA
777
Franklin Street Advisors
North Carolina
$457K -$62K -2,165 -12%
FCA
778
FLC Capital Advisors
California
$453K -$17.3K -604 -4%
CG
779
Cutler Group
California
$452K +$282K +9,853 +166%
AIP
780
Ameritas Investment Partners
Nebraska
$452K – – –
TAM
781
Trust Asset Management
Texas
$452K – – –
IPW
782
Impact Partnership Wealth
Georgia
$448K +$433K +15,146 +2,964%
CCIA
783
Campbell & Co Investment Adviser
Maryland
$448K +$448K +15,655 New
LA
784
Legacy Advisors
Pennsylvania
$445K +$445K +15,552 New
CCM
785
Coldstream Capital Management
Washington
$444K +$14.1K +493 +3%
IWA
786
Inspirion Wealth Advisors
Illinois
$443K +$443K +15,500 New
CCM
787
Chiron Capital Management
Florida
$441K +$229K +8,000 +108%
MMPW
788
Mitchell McLeod Pugh & Williams
Alabama
$435K -$9.07K -317 -2%
IDBONY
789
Israel Discount Bank of New York
New York
$435K -$2.78K -97 -0.6%
ROC
790
River Oaks Capital
Minnesota
$435K -$375K -13,100 -46%
IRAG
791
Investment Research & Advisory Group
Georgia
$431K -$4.23K -148 -1%
BCM
792
Brookstone Capital Management
Illinois
$430K -$14.5K -515 -3%
EWM
793
Evercore Wealth Management
New York
$429K +$20.7K +725 +5%
HC
794
Hourglass Capital
Texas
$429K +$429K +15,000 New
RW
795
Rede Wealth
Virginia
$429K +$229 +8 +0.1%
CL
796
Choreo LLC
Illinois
$428K +$168K +5,862 +64%
BFW
797
Brady Family Wealth
Missouri
$427K +$33.6K +1,176 +9%
MAG
798
Mayfair Advisory Group
Alabama
$426K -$2.93K -100 -0.7%
TIA
799
Tandem Investment Advisors
South Carolina
$425K +$30.8K +1,078 +8%
FA
800
FDx Advisors
Illinois
$424K -$2.28M -79,508 -84%
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