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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 %
WI
876
WrapManager Inc
California
$326K -$46K -1,607 -12%
SW
877
SteelPeak Wealth
California
$325K +$325K +11,373 New
VP
878
Verum Partners
North Carolina
$325K -$9.96K -348 -3%
MFG
879
Merit Financial Group
Georgia
$324K +$7.35K +257 +2%
BTW
880
Boston Trust Walden
Massachusetts
$324K -$172K -5,997 -35%
LCGC
881
Legacy Capital Group California
California
$321K +$2.92K +102 +0.9%
GRQ
882
Gardner Russo & Quinn
Pennsylvania
$320K +$3K +105 +0.9%
CCWM
883
Cassaday & Co Wealth Management
Virginia
$319K +$17.6K +616 +6%
THWM
884
Taylor Hoffman Wealth Management
Virginia
$317K – – –
SAA
885
Southeast Asset Advisors
Georgia
$314K -$7.1K -248 -2%
BC
886
Bartlett & Co
Ohio
$314K – – –
BCWM
887
Bartlett & Co Wealth Management
Ohio
$314K – – –
WA
888
WealthTrust Axiom
Pennsylvania
$313K – – –
RL
889
Rogco LP
Oklahoma
$311K +$311K +10,882 New
GSEP
890
Golden State Equity Partners
California
$308K +$55.1K +1,926 +22%
FFM
891
Forum Financial Management
Illinois
$307K – – –
KP
892
Keel Point
Alabama
$306K -$7.9K -276 -3%
SB
893
Simmons Bank
Arkansas
$306K -$113K -3,941 -27%
GC
894
Gratus Capital
Georgia
$305K +$28.7K +1,002 +10%
AWG
895
Altus Wealth Group
Colorado
$303K -$6.35K -222 -2%
ES
896
Eagle Strategies
New York
$303K +$303K +10,575 New
KA
897
Klingman & Associates
New York
$302K -$8.67K -303 -3%
BCM
898
Boltwood Capital Management
California
$300K +$80.7K +2,820 +37%
CNBT
899
Canandaigua National Bank & Trust
New York
$299K +$28.9K +1,010 +11%
DWT
900
Dorsey & Whitney Trust
South Dakota
$299K +$49.8K +1,741 +20%
34 35
36
37 38