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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 %
KMWM
901
Keudell/Morrison Wealth Management
Oregon
$299K +$100K +3,501 +50%
GSC
902
Grey Street Capital
Illinois
$297K – – –
EI
903
Ellevest Inc
New York
$297K +$297K +10,370 New
CA
904
Continuum Advisory
Idaho
$297K +$86 +3 +0%
SP
905
Successful Portfolios
Florida
$295K +$14.8K +518 +5%
CCA
906
Cobblestone Capital Advisors
New York
$295K -$33.4K -1,169 -10%
TFA
907
Triad Financial Advisors
North Carolina
$292K -$3.15K -110 -1%
LSAG
908
Lake Street Advisors Group
New Hampshire
$291K -$45.1K -1,579 -13%
NGA
909
Naples Global Advisors
Florida
$291K +$83.5K +2,920 +40%
FWM
910
ForthRight Wealth Management
Georgia
$290K +$1.75K +61 +0.6%
APG
911
Abacus Planning Group
South Carolina
$290K +$1.52K +53 +0.5%
MCWS
912
McKinley Carter Wealth Services
West Virginia
$288K +$200 +7 +0.1%
CWA
913
Centennial Wealth Advisory
Michigan
$287K -$114 -4 -0%
CCT
914
Capital City Trust
Florida
$286K -$8.3K -290 -3%
SSW
915
Stone Summit Wealth
Florida
$286K -$31.5K -1,100 -10%
AAI
916
American Assets Inc
California
$286K – – –
RBFC
917
Roman Butler Fullerton & Co
Missouri
$286K -$24.9K -876 -8%
EH
918
Equitable Holdings
New York
$284K -$275K -9,600 -49%
GIA
919
Guyasuta Investment Advisors
Pennsylvania
$284K – – –
STA
920
Summit Trail Advisors
New York
$284K +$12K +419 +4%
CCG
921
Cypress Capital Group
Florida
$282K -$22.7K -792 -7%
CF
922
Centaurus Financial
California
$281K +$6.91K +241 +3%
CIC
923
Crawford Investment Counsel
Georgia
$281K – – –
1SB
924
1ST Source Bank
Indiana
$279K +$55.8K +1,950 +25%
CCA
925
Checchi Capital Advisers
California
$278K +$23.9K +836 +9%
35 36
37
38 39