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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 %
GWA
926
GGM Wealth Advisors
Maryland
$278K – – –
BHPW
927
Beverly Hills Private Wealth
California
$277K -$295K -10,311 -52%
MCCP
928
Mission Creek Capital Partners
California
$276K -$5.67K -198 -2%
CBTWT
929
Community Bank & Trust (Waco, Texas)
Texas
$273K +$273K +6,262 New
PCM
930
Prelude Capital Management
New York
$272K -$63.5K -2,221 -19%
IA
931
IFP Advisors
Florida
$272K -$115K -4,013 -30%
UCI
932
Uncommon Cents Investing
Wisconsin
$272K +$272K +9,499 New
AWAP
933
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$270K +$6.67K +233 +3%
RIA
934
Realta Investment Advisors
Delaware
$270K – – –
NP
935
NorthRock Partners
Minnesota
$269K +$48.5K +1,696 +22%
AAM
936
Augustine Asset Management
Florida
$269K +$269K +9,413 New
AFCM
937
Applied Finance Capital Management
Puerto Rico
$268K +$44.9K +1,570 +20%
MS
938
Maven Securities
Jersey
$268K -$156K -5,440 -37%
EHC
939
Everett Harris & Co
California
$268K – – –
NRI
940
NFP Retirement Inc
California
$267K +$372 +13 +0.1%
FNFDCM
941
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$266K – – –
BA
942
Bristlecone Advisors
Washington
$266K – – –
QCM
943
Quantinno Capital Management
New York
$264K -$153K -5,321 -37%
CWS
944
Cypress Wealth Services
California
$262K – – –
BW
945
BIP Wealth
Georgia
$261K -$10.4K -362 -4%
SAM
946
Summit Asset Management
Tennessee
$261K +$572 +20 +0.2%
PL
947
Parthenon LLC
Kentucky
$261K – – –
ESB
948
Essex Savings Bank
Connecticut
$260K – – –
ILI
949
Invesco LLC (Illinois)
Illinois
$260K -$6.07K -212 -2%
HI
950
Horizon Investments
North Carolina
$259K +$6.97K +248 +3%
36 37
38
39 40