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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 %
RFA
1051
Resurgent Financial Advisors
Georgia
$159K +$17.5K +611 +12%
SWM
1052
Sugarloaf Wealth Management
Georgia
$158K +$343 +12 +0.2%
CBT
1053
Central Bank & Trust
Kentucky
$158K – – –
FMP
1054
Financial Management Professionals
Texas
$157K -$1.06K -37 -0.7%
AWM
1055
Avior Wealth Management
Nebraska
$156K +$59.9K +2,093 +62%
PA
1056
Parallel Advisors
California
$155K -$14.6K -509 -9%
FDCDDQ
1057
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$219K -7,645 -60%
AGWCA
1058
Annis Gardner Whiting Capital Advisors
Florida
$144K +$144K +5,035 New
HI
1059
Harbour Investments
Wisconsin
$142K -$10.4K -363 -7%
C
1060
Covestor
United Kingdom
$142K +$17.4K +611 +14%
CIA
1061
Cape Investment Advisory
Georgia
$139K +$9.58K +335 +7%
WT
1062
Washington Trust
Rhode Island
$139K -$422K -14,755 -75%
CWM
1063
CarsonAllaria Wealth Management
Illinois
$135K +$45.6K +1,594 +51%
HB
1064
Horizon Bancorp
Indiana
$135K +$115K +4,042 +592%
SS
1065
Sunbelt Securities
Texas
$134K +$62.3K +2,177 +87%
HFM
1066
Hartford Financial Management
Connecticut
$130K -$26.1K -913 -17%
MCM
1067
MV Capital Management
Maryland
$129K +$5.87K +205 +5%
TFA
1068
Transamerica Financial Advisors
Florida
$124K +$1.73K +60 +1%
WPA
1069
West Paces Advisors
Georgia
$122K -$336K -11,733 -73%
BG
1070
Bollard Group
Massachusetts
$117K -$3.63K -127 -3%
MFC
1071
Mechanics Financial Corp
Ohio
$116K – – –
DMBA
1072
Deseret Mutual Benefit Administrators
Utah
$115K +$3.15K +110 +3%
CI Investments Inc
1073
CI Investments Inc
Ontario, Canada
$111K +$4.91K +171 +5%
VWM
1074
Venturi Wealth Management
Texas
$109K -$20K -700 -15%
CAL
1075
Capital Analysts LLC
Pennsylvania
$106K +$75.5K +2,627 +247%
41 42
43
44 45