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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 %
MMHP
801
Murphy Middleton Hinkle & Parker
Georgia
$423K -$2K -70 -0.5%
PTC
802
Private Trust Company
Ohio
$420K -$29.7K -1,038 -7%
MC
803
Montag & Caldwell
Georgia
$417K – – –
WC
804
Whitney & Co
New York
$416K -$3.89K -136 -0.9%
CTI
805
Community Trust & Investment
Kentucky
$416K +$10.5K +366 +3%
SAM
806
Shell Asset Management
Netherlands
$415K -$7.32K -256 -2%
SAM
807
Secure Asset Management
Michigan
$413K +$413K +14,448 New
CFG
808
Cooper Financial Group
California
$413K +$413K +14,422 New
CI
809
Cigna Investments
Connecticut
$412K -$57.9K -2,025 -12%
SB
810
Strategic Blueprint
Georgia
$408K +$57K +1,991 +16%
GCMG
811
Gyroscope Capital Management Group
Florida
$407K +$80.1K +2,800 +24%
EFS
812
Essex Financial Services
Connecticut
$407K +$10.9K +382 +3%
WWA
813
WCG Wealth Advisors
Nevada
$406K +$406K +14,008 New
IAS
814
Insigneo Advisory Services
Florida
$406K -$41.3K -1,444 -9%
NIM
815
NEOS Investment Management
Connecticut
$405K +$405K +14,164 New
AL
816
Aspiriant LLC
California
$403K +$58.9K +2,060 +17%
PWM
817
Prosperity Wealth Management
California
$401K – – –
MAS
818
Meeder Advisory Services
Ohio
$395K -$84K -2,937 -18%
LIP
819
Lighthouse Investment Partners
Florida
$393K +$393K +13,745 New
PIFP
820
Partners in Financial Planning
Virginia
$389K – – –
MIM
821
MTM Investment Management
South Carolina
$389K -$87.2K -3,049 -18%
HTC
822
Haverford Trust Company
Pennsylvania
$383K -$26.9K -941 -7%
GWM
823
Geneos Wealth Management
Colorado
$383K +$18.7K +654 +5%
GT
824
Greenleaf Trust
Michigan
$382K +$15.3K +536 +4%
PL
825
Perpetual Ltd
Australia
$382K +$382K +13,350 New
31 32
33
34 35