TFC icon

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 %
XWM
851
Xcel Wealth Management
Florida
$358K -$139K -4,856 -28%
CTC
852
Central Trust Company
Missouri
$357K -$185K -6,464 -34%
NHT
853
New Hampshire Trust
New Hampshire
$357K -$10.6K -370 -3%
LOPW
854
Live Oak Private Wealth
North Carolina
$354K -$31.4K -1,097 -8%
WC
855
Westhampton Capital
North Carolina
$351K +$4.29K +150 +1%
CFGS
856
Concourse Financial Group Securities
Alabama
$351K +$191K +6,685 +120%
CGL
857
Clarius Group LLC
Washington
$350K +$92.4K +3,230 +36%
RFA
858
Register Financial Advisors
Georgia
$346K -$24.4K -854 -7%
PFA
859
Pathway Financial Advisors
Vermont
$345K +$5.38K +188 +2%
EWA
860
Exencial Wealth Advisors
Oklahoma
$344K -$12.5K -437 -4%
WCM
861
Washington Capital Management
Washington
$343K – – –
MYLI
862
Meiji Yasuda Life Insurance
Japan
$343K – – –
TL
863
Tradewinds LLC
North Carolina
$342K +$229 +8 +0.1%
IWM
864
IHT Wealth Management
Illinois
$342K -$43.2K -1,510 -11%
LOAMS
865
Lombard Odier Asset Management (Switzerland)
Switzerland
$340K +$340K +11,901 New
BWP
866
BSW Wealth Partners
Colorado
$339K +$339K +11,863 New
FTC
867
Farmers Trust Company
Ohio
$339K – – –
TYCC
868
Texas Yale Capital Corp
Florida
$339K – – –
NSG
869
Nalls Sherbakoff Group
Tennessee
$337K +$9.58K +335 +3%
WBC
870
Westpac Banking Corp
Australia
$336K +$107K +3,744 +47%
CPSAC
871
Chas P. Smith & Associates (CPS)
Florida
$335K -$1K -35 -0.3%
SPC
872
Sigma Planning Corp
Michigan
$334K +$36.4K +1,271 +12%
SWM
873
Sculati Wealth Management
Michigan
$334K – – –
FPAS
874
Focus Partners Advisor Solutions
Missouri
$333K +$6.95K +243 +2%
GLA
875
Good Life Advisors
Pennsylvania
$333K +$59.9K +2,094 +22%
33 34
35
36 37