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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 %
TFA
1076
Toth Financial Advisory
Virginia
$105K -$3.58K -125 -3%
TWC
1077
TD Waterhouse Canada
Ontario, Canada
$103K +$8.05K +276 +8%
AA
1078
Alta Advisers
United Kingdom
$103K – – –
MIFH
1079
Migdal Insurance & Financial Holdings
Israel
$101K -$255K -9,051 -72%
NFSG
1080
Newbridge Financial Services Group
Florida
$101K +$3.09K +108 +3%
ORAM
1081
One River Asset Management
Connecticut
$98.4K +$18.7K +665 +23%
CP
1082
Castleview Partners
Texas
$95.5K +$91.7K +3,205 +2,428%
First Manhattan
1083
First Manhattan
New York
$93.7K -$125K -4,382 -57%
OC
1084
Oakworth Capital
Alabama
$93.6K -$18K -629 -16%
WTA
1085
Washington Trust Advisors
Massachusetts
$90.6K – – –
BWAM
1086
Boyd Watterson Asset Management
Ohio
$90.1K -$143 -5 -0.2%
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.7K +$19.4K +677 +29%
TF
1088
Tompkins Financial
New York
$86K -$2.15K -75 -2%
WSC
1089
Wellington Shields & Co
New York
$85.8K +$85.8K +3,000 New
GWS
1090
Glassman Wealth Services
Virginia
$84.8K -$52.9K -1,850 -38%
ST
1091
Smithfield Trust
Pennsylvania
$84K -$5.67K -201 -6%
AAP
1092
Arax Advisory Partners
Colorado
$82.3K -$1.8K -63 -2%
WPWM
1093
Western Pacific Wealth Management
Illinois
$81.3K -$12.2K -428 -13%
CFG
1094
CKW Financial Group
Hawaii
$80K +$45.7K +1,600 +133%
LC
1095
Lindbrook Capital
California
$79.4K -$73.3K -2,563 -48%
GI
1096
Gradient Investments
Minnesota
$78.9K +$1.66K +58 +2%
CSC
1097
Caldwell Sutter Capital
California
$77.5K +$11K +386 +17%
AF
1098
Advisornet Financial
Minnesota
$76.6K -$28.6K -1,000 -27%
CIR
1099
Clear Investment Research
Georgia
$76.6K – – –
SCM
1100
Silvant Capital Management
Georgia
$74K – – –
42 43
44
45 46