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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 %
TCM
1201
Tradewinds Capital Management
Washington
$8.58K +$8.58K +300 New
CB
1202
Centennial Bank
Arkansas
$8.55K – – –
BAAM
1203
Baker Avenue Asset Management
California
$8.5K -$229 -8 -3%
GJIA
1204
Glass Jacobson Investment Advisors
Maryland
$8.35K -$33K -1,153 -80%
MBFW
1205
Morton Brown Family Wealth
Pennsylvania
$7.87K +$115 +4 +1%
MTIC
1206
Missouri Trust & Investment Company
Missouri
$7.47K -$11.8K -411 -61%
TH
1207
TCTC Holdings
Texas
$7.3K -$973 -34 -12%
GTAM
1208
Global Trust Asset Management
Florida
$7.15K – – –
FCMT
1209
Founders Capital Management (Texas)
Texas
$6.44K – – –
M
1210
MOTCO
Texas
$6.38K -$5.92K -207 -48%
TJHA
1211
Thomas J. Herzfeld Advisors
Florida
$6.29K – – –
AIC
1212
Archer Investment Corporation
Indiana
$5.92K +$1.46K +51 +33%
SWA
1213
SOA Wealth Advisors
New York
$5.72K – – –
POIA
1214
Pin Oak Investment Advisors
Texas
$5K – – –
PWMG
1215
Prestige Wealth Management Group
New Jersey
$4.89K – – –
HCM
1216
Hollencrest Capital Management
California
$4.81K – – –
HIA
1217
Harbor Investment Advisory
Maryland
$4.78K -$4.66K -163 -49%
QL
1218
Quarry LP
New York
$4.35K +$4.35K +152 New
FGA
1219
Fortis Group Advisors
New Jersey
$4.29K +$4.29K +150 New
AP
1220
Arlington Partners
Alabama
$4.21K -$121K -4,237 -97%
AT
1221
Arlington Trust
Alabama
$4.21K +$4.21K +147 New
SIA
1222
Sit Investment Associates
Minnesota
$4K – – –
CA
1223
Centerpoint Advisors
Massachusetts
$4K – – –
WFA
1224
West Financial Advisors
Iowa
$3.98K +$3.98K +139 New
OCM
1225
Orion Capital Management
California
$3.69K +$3.69K +129 New
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