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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 %
KFP
1101
KB Financial Partners
New Jersey
$73K -$3.73K -131 -5%
GCM
1102
Gables Capital Management
Florida
$72.4K – – –
FFA
1103
Farther Finance Advisors
California
$72K +$16.5K +576 +30%
JWM
1104
Janiczek Wealth Management
Colorado
$71.4K – – –
CFD
1105
Creative Financial Designs
Indiana
$67.7K +$8.41K +294 +14%
UCB
1106
United Community Bank
South Carolina
$67K -$36.2K -1,267 -35%
QC
1107
Quent Capital
New York
$65.9K -$14.2K -498 -18%
FPB
1108
First PREMIER Bank
South Dakota
$63K +$18.8K +654 +42%
LFG
1109
Larson Financial Group
Missouri
$62.7K +$172 +6 +0.3%
SN
1110
Sittner & Nelson
Oregon
$62.2K – – –
MRCM
1111
M&R Capital Management
New Jersey
$57.2K -$43.7K -1,529 -43%
CAL
1112
Capital Advisors Ltd
Ohio
$57K -$8.83K -309 -13%
IAS
1113
IMA Advisory Services
Colorado
$56.1K – – –
Loomis, Sayles & Company
1114
Loomis, Sayles & Company
Massachusetts
$55K -$13.5K -471 -20%
PCA
1115
Providence Capital Advisors
North Carolina
$53.1K – – –
CT
1116
Clearstead Trust
Maine
$52.8K – – –
PB
1117
Pinnacle Bancorp
Nebraska
$52.2K – – –
LS
1118
Livforsakringsbolaget Skandia
Sweden
$51.3K – – –
SWA
1119
Sutton Wealth Advisors
Florida
$50K +$229 +8 +0.5%
HCM
1120
Highlander Capital Management
New Jersey
$48K +$11.4K +400 +31%
AWM
1121
Abound Wealth Management
Tennessee
$47.1K +$1.52K +53 +3%
CWM
1122
Cedar Wealth Management
California
$45.8K +$45.8K +1,600 New
FFC
1123
First Financial Corp
Indiana
$45.5K +$3.43K +120 +8%
SC
1124
Stephens Consulting
Michigan
$44.5K – – –
LAS
1125
LWM Advisory Services
Florida
$43.9K +$43.9K +1,536 New
43 44
45
46 47