Truist Financial
1,308 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 543 reducing their positions, and 170 closing their positions.
37% more call options, than puts
Call options by funds: $253M | Put options by funds: $185M
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.92% less ownership
Funds ownership: 73.25% → 72.33% (-0.92%)
4% less repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 543
6% less funds holding
Funds holding: 1,395 → 1,308 (-87)
12% less capital invested
Capital invested by funds: $33.1B → $29.2B (-$3.86B)
45% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$310M |
| 2 |
Jane Street
New York
|
+$228M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$148M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$605M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$386M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
| 4 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$119M |
| 5 |
Neuberger Berman Group
New York
|
-$118M |
TFC Hedge Fund Activity: Q2 2023 in Review
1,308 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2023, worth a combined $29.2B — down 12% from $33.1B a quarter earlier.
Sellers outnumbered buyers: 170 funds closed out of TFC and 94 opened new positions — a net loss of 76 holders — while 543 trimmed existing stakes and 519 added.
The largest buyer was Dodge & Cox, adding an estimated $310M. The largest seller was JP Morgan Chase, cutting an estimated $605M.
- 1,308 institutional investors held Truist Financial (TFC) as of Q2 2023, down from 1,395 in Q1 2023.
- Funds reported $29.2B of Truist Financial stock for Q2 2023, down 12% quarter-over-quarter.
- 94 funds opened new Truist Financial positions in Q2 2023 and 170 closed out, a net change of -76 holders.
- The largest Truist Financial buyer in Q2 2023 was Dodge & Cox, an estimated $310M added.
- The largest Truist Financial seller in Q2 2023 was JP Morgan Chase, an estimated $605M sold.
Based on aggregated 13F filings for Q2 2023.