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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 %
SCM
976
Shelton Capital Management
Colorado
$243K -$22.9K -800 -9%
MCC
977
Malaga Cove Capital
California
$241K +$241K +8,439 New
ACM
978
Altrius Capital Management
North Carolina
$241K – – –
CIM
979
CIM Investment Management
Pennsylvania
$241K -$6.41K -224 -3%
OWA
980
Octavia Wealth Advisors
Ohio
$237K +$237K +8,276 New
NC
981
NinePointTwo Capital
California
$236K +$236K +8,266 New
EWA
982
EP Wealth Advisors
California
$235K -$2.15M -75,265 -90%
CAAM
983
Cornerstone Advisors Asset Management
Pennsylvania
$235K +$235K +8,208 New
PIP
984
Peachtree Investment Partners
Florida
$234K -$8.53K -298 -4%
WA
985
WBH Advisory
Maryland
$232K -$130K -4,527 -36%
AWM
986
Avaii Wealth Management
Wisconsin
$232K +$232K +8,099 New
TC
987
TownSquare Capital
Utah
$230K -$4.08M -142,787 -95%
CLOS
988
Compagnie Lombard Odier SCmA
Switzerland
$229K – – –
NEI
989
Northwest & Ethical Investments
Ontario, Canada
$228K -$339K -11,856 -60%
APC
990
Aspire Private Capital
North Carolina
$228K +$37.4K +1,308 +20%
SMA
991
Sage Mountain Advisors
Georgia
$228K +$6.75K +236 +3%
WWM
992
Wagner Wealth Management
South Carolina
$224K -$5.72K -200 -2%
AAIS
993
ABN AMRO Investment Solutions
$224K +$224K +7,816 New
CI
994
Conning Inc
Connecticut
$224K +$10.6K +370 +5%
EWM
995
Evermay Wealth Management
Virginia
$222K +$13.2K +461 +6%
PWM
996
Perigon Wealth Management
California
$222K -$17.1K -599 -7%
AF
997
Aldebaran Financial
$222K +$222K +7,759 New
SIM
998
Sentry Investment Management
Wisconsin
$221K -$46K -1,606 -17%
QFA
999
Quantum Financial Advisors
California
$221K +$221K +7,722 New
FT
1000
Fiduciary Trust
Massachusetts
$220K -$4.46K -156 -2%
38 39
40
41 42