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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 %
HBW
826
Hazlett, Burt & Watson
West Virginia
$379K -$18K -634 -5%
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$378K +$14.3K +500 +4%
Koshinski Asset Management
828
Koshinski Asset Management
Illinois
$378K +$42.5K +1,487 +13%
EF
829
Empowered Funds
Pennsylvania
$377K -$55.2K -1,929 -13%
FPWM
830
FSB Premier Wealth Management
Iowa
$376K -$23.7K -829 -6%
SACTSONJ
831
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$375K – – –
NAS
832
Nicolet Advisory Services
Wisconsin
$374K +$113K +4,174 +43%
IB
833
Intrust Bank
Kansas
$374K -$106K -3,716 -22%
LA
834
Lindenwold Advisors
Pennsylvania
$374K – – –
AT
835
Avalon Trust
New Mexico
$372K – – –
1W
836
1776 Wealth
Georgia
$372K -$68.7K -2,400 -16%
AIM
837
Allen Investment Management
New York
$371K – – –
PAM
838
Panagora Asset Management
Massachusetts
$370K +$515 +18 +0.1%
QPWM
839
Quadrant Private Wealth Management
Pennsylvania
$369K +$103K +3,604 +39%
WAAG
840
Wealth Alliance Advisory Group
Kansas
$369K – – –
EP
841
Eudaimonia Partners
Tennessee
$369K -$6.47K -226 -2%
NB
842
NBT Bank
New York
$366K +$10.5K +366 +3%
HPWA
843
Hall Private Wealth Advisors
North Carolina
$364K -$97K -3,391 -21%
VA
844
Valmark Advisers
Ohio
$363K +$32.3K +1,128 +10%
BP
845
Ballentine Partners
Massachusetts
$363K -$22.8K -796 -6%
HIGP
846
Hill Investment Group Partners
Missouri
$361K – – –
OAJ
847
Ogorek Anthony Joseph
New York
$361K +$5.97K +209 +2%
EB
848
Eastern Bank
Massachusetts
$359K -$1.8M -62,955 -83%
Credit Agricole
849
Credit Agricole
France
$358K +$358K +12,527 New
DZ Bank
850
DZ Bank
Germany
$358K +$305K +10,649 +569%
32 33
34
35 36