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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 %
SFM
1001
Systematic Financial Management
New Jersey
$219K – – –
SIC
1002
Samalin Investment Counsel
New York
$219K -$2.92K -102 -1%
SWM
1003
Selective Wealth Management
Virginia
$219K -$9.97K -367 -4%
PWP
1004
Phillips Wealth Planners
Mississippi
$219K -$125K -4,458 -36%
TFS
1005
Thoroughbred Financial Services
Tennessee
$218K +$218K +7,644 New
MWM
1006
Madison Wealth Management
Ohio
$218K – – –
CWM
1007
Centurion Wealth Management
Virginia
$218K +$218K +7,603 New
FMC
1008
First Merchants Corp
Indiana
$217K -$54.3K -1,899 -20%
KC
1009
Kingfisher Capital
North Carolina
$214K +$1.09K +38 +0.5%
JIC
1010
Johnson Investment Counsel
Ohio
$214K +$214K +7,468 New
SOS
1011
Silver Oak Securities
Tennessee
$213K -$40.4K -1,413 -16%
CCT
1012
Chemung Canal Trust
New York
$212K -$114K -3,987 -35%
MSFS
1013
Main Street Financial Solutions
Pennsylvania
$212K -$7.53K -263 -3%
ESCM
1014
Echo Street Capital Management
New York
$211K +$211K +7,385 New
GA
1015
Geller Advisors
New York
$209K -$8.84K -309 -4%
MFC
1016
Morris Financial Concepts
South Carolina
$209K – – –
1IA
1017
1620 Investment Advisors
Massachusetts
$208K -$1.92K -67 -0.9%
QCG
1018
Quadrant Capital Group
Ohio
$207K -$60.5K -2,113 -23%
DE
1019
Day & Ennis
Georgia
$206K – – –
HPM
1020
Hoxton Planning & Management
West Virginia
$206K +$206K +7,201 New
MPIA
1021
Mountain Pacific Investment Advisers
Idaho
$205K -$40.2K -1,405 -16%
DDPIC
1022
Deroy & Devereaux Private Investment Counsel
Michigan
$204K -$9.27M -324,471 -98%
PI
1023
PFG Investments
New York
$204K +$204K +7,123 New
KIA
1024
KCM Investment Advisors
California
$203K -$84.8K -2,964 -29%
MCM
1025
MAI Capital Management
Ohio
$203K -$37.3K -1,305 -16%
39 40
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