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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 %
HSA
951
HBK Sorce Advisory
Pennsylvania
$259K -$53.2K -1,860 -17%
HKIM
952
Hayek Kallen Investment Management
Alabama
$259K – – –
BIA
953
Beacon Investment Advisors
Maryland
$259K -$22.5K -788 -8%
LA
954
LexAurum Advisors
Kansas
$258K +$258K +9,013 New
KA
955
Kovack Advisors
Florida
$258K +$13.2K +463 +5%
WP
956
Waycross Partners
Kentucky
$257K – – –
FA
957
Fiducient Advisors
Illinois
$256K -$22.6K -789 -8%
EFSCE
958
Enterprise Financial Services Corp (EFSC)
Missouri
$255K -$20.2K -707 -7%
AWM
959
Aprio Wealth Management
Georgia
$254K -$37.7K -1,319 -13%
PH
960
Pinnacle Holdings
Oklahoma
$254K – – –
GHA
961
GW Henssler & Associates
Georgia
$252K -$217K -7,577 -46%
RCM
962
Radnor Capital Management
Pennsylvania
$250K -$65.3K -2,280 -21%
TCMP
963
Thrive Capital Management (Pennsylvania)
Pennsylvania
$249K -$944 -33 -0.4%
SEIA
964
Signature Estate & Investment Advisors
California
$249K +$1.83K +64 +0.7%
IFWM
965
Institute for Wealth Management
Colorado
$249K -$2.4K -84 -1%
BFO
966
Biltmore Family Office
North Carolina
$248K – – –
FMLI
967
Fukoku Mutual Life Insurance
Japan
$248K – – –
BL
968
Balentine LLC
Georgia
$247K -$104K -3,624 -30%
ADL
969
Asset Dedication LLC
California
$247K -$2.71K -94 -1%
Fisher Asset Management
970
Fisher Asset Management
Washington
$247K -$142K -4,974 -37%
NL
971
NWAM LLC
Washington
$246K +$1.57K +55 +0.6%
CIBC World Market
972
CIBC World Market
Ontario, Canada
$246K -$2.03M -70,855 -89%
BCM
973
Birmingham Capital Management
Alabama
$244K +$9.58K +335 +4%
CH
974
Canton Hathaway
Rhode Island
$244K – – –
CBFP
975
Cedar Brook Financial Partners
Ohio
$244K +$5.52K +193 +2%
37 38
39
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