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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 %
GKIM
1126
GW&K Investment Management
Massachusetts
$42K +$967 +34 +2%
MIM
1127
Macroview Investment Management
Maryland
$40.2K +$429 +15 +1%
AF
1128
Arrow Financial
New York
$40.1K -$2.15K -75 -5%
WAS
1129
Winch Advisory Services
Wisconsin
$40K -$1.8K -63 -4%
OIA
1130
Optimum Investment Advisors
Illinois
$39.2K -$57.9K -2,024 -60%
GM
1131
GeoWealth Management
Illinois
$38K +$38K +1,357 New
AWA
1132
Authentikos Wealth Advisory
California
$35.8K +$35.8K +1,251 New
PPWM
1133
PFG Private Wealth Management
Florida
$34.8K -$34.9K -1,221 -50%
TSWM
1134
Tyler-Stone Wealth Management
Ohio
$33K +$33K +1,165 New
LWCFA
1135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.8K -$10.5K -350 -24%
VCM
1136
Versant Capital Management
Arizona
$32.6K -$257 -9 -0.8%
OA
1137
Operose Advisors
Wisconsin
$31.5K +$31.5K +1,100 New
PG
1138
Proffitt & Goodson
Tennessee
$31.3K -$46.5K -1,627 -60%
PAM
1139
Paradigm Asset Management
New York
$31K – – –
USB
1140
Union Savings Bank
Connecticut
$30.9K – – –
FPFS
1141
First Personal Financial Services
North Carolina
$29.6K – – –
PMFA
1142
Plante Moran Financial Advisors
Michigan
$29.3K -$1.17K -41 -4%
JWA
1143
JFS Wealth Advisors
Pennsylvania
$29.2K +$1.55K +54 +6%
FMTCOCP
1144
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
GWMIA
1145
Global Wealth Management Investment Advisory
Florida
$28.6K +$5.72K +200 +25%
WIM
1146
Westside Investment Management
California
$28.4K – – –
EA
1147
Evolution Advisers
Virginia
$28K – – –
MHR
1148
Matthew Hamilton Rosenberg
$27.6K -$458 -16 -2%
MCM
1149
Manchester Capital Management
Vermont
$26K -$75.2K -2,627 -74%
OIAM
1150
OFI Invest Asset Management
France
$25.6K +$25.6K +946 New
44 45
46
47 48