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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 %
CCM
1026
Cutler Capital Management
Massachusetts
$203K +$203K +7,084 New
NFA
1027
Northern Financial Advisors
Michigan
$202K -$801 -28 -0.4%
WCA
1028
Westover Capital Advisors
Delaware
$202K -$353K -12,348 -64%
RCAG
1029
Rehmann Capital Advisory Group
Michigan
$202K -$84K -2,937 -29%
LI
1030
Lafayette Investments
Maryland
$202K -$2.86K -100 -1%
T
1031
TOBAM
France
$201K +$4.52K +158 +2%
OAM
1032
Occidental Asset Management
California
$200K -$2.17K -76 -1%
NRA
1033
NSI Retail Advisors
Pennsylvania
$200K -$31.5K -1,100 -14%
CA
1034
CSM Advisors
Pennsylvania
$200K -$31.5K -1,100 -14%
BS
1035
Bessemer Securities
New York
$199K -$269K -9,430 -58%
NRG
1036
Nemes Rush Group
Michigan
$194K -$6.44K -225 -3%
HWA
1037
HHM Wealth Advisors
Tennessee
$193K +$34.6K +1,208 +22%
DCBT
1038
Dakota Community Bank & Trust
North Dakota
$190K -$11.2K -390 -6%
BWP
1039
Baldwin Wealth Partners
Massachusetts
$188K – – –
EL
1040
EMFO LLC
Florida
$181K – – –
EWA
1041
EverSource Wealth Advisors
Alabama
$178K -$82.1K -2,870 -32%
AFS
1042
Annapolis Financial Services
Maryland
$178K – – –
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$177K -$21.1K -736 -11%
CSWM
1044
Cassady Schiller Wealth Management
Ohio
$177K – – –
1832 Asset Management
1045
1832 Asset Management
Ontario, Canada
$175K -$1.07M -37,350 -86%
AA
1046
AlphaMark Advisors
Kentucky
$173K +$973 +34 +0.6%
DGAM
1047
Desjardins Global Asset Management
Quebec, Canada
$172K -$175K -6,118 -50%
CWC
1048
Carolinas Wealth Consulting
North Carolina
$162K -$142K -4,995 -47%
RTC
1049
Riverview Trust Company
Washington
$161K +$24.5K +857 +18%
CHA
1050
Carmichael Hill & Associates
Maryland
$160K +$41.5K +1,450 +35%
40 41
42
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