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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 %
CPG
1226
Cornerstone Planning Group
New Jersey
$3.52K -$1.46K -51 -29%
CAS
1227
Coppell Advisory Solutions
Texas
$3.49K -$131K -3,034 -97%
CT
1228
Cambridge Trust
Massachusetts
$3.23K -$8.21K -287 -72%
CMP
1229
Coston McIsaac & Partners
Maine
$3K – – –
MFA
1230
McClarren Financial Advisors
Pennsylvania
$3K +$1.98K +103 +194%
GWSG
1231
GPS Wealth Strategies Group
Colorado
$2.86K -$6.84K -239 -71%
JMF
1232
Johnson Midwest Financial
Iowa
$2.86K +$2.86K +100 New
DIP
1233
DT Investment Partners
Pennsylvania
$2.52K – – –
LF
1234
Lee Financial
Texas
$2.29K – – –
TC
1235
Truvestments Capital
Florida
$2.26K – – –
CTWM
1236
Cherry Tree Wealth Management
Minnesota
$2.23K -$57 -2 -3%
TAM
1237
Tucker Asset Management
Colorado
$2.23K +$2.23K +78 New
ECM
1238
Everence Capital Management
Indiana
$2.14K +$713 +24,930 +50%
ACA
1239
Atlas Capital Advisors
Wyoming
$1.95K – – –
RAM
1240
Riggs Asset Management
Pennsylvania
$1.81K – – –
CCM
1241
Chilton Capital Management
Texas
$1.8K – – –
AA
1242
Ancora Advisors
Ohio
$1.72K – – –
SIC
1243
SJS Investment Consulting
Ohio
$1.72K +$572 +20 +50%
BWS
1244
Buck Wealth Strategies
Colorado
$1.57K +$29 +1 +2%
FRA
1245
Front Row Advisors
California
$1.57K +$1.57K +55 New
ECM
1246
Estabrook Capital Management
New York
$1.52K – – –
ETC
1247
Exchange Traded Concepts
Oklahoma
$1.46K +$86 +3 +6%
AA
1248
Addison Advisors
Vermont
$1.32K +$1.32K +46 New
JFA
1249
JNBA Financial Advisors
Minnesota
$1.2K +$1.2K +42 New
Lazard Asset Management
1250
Lazard Asset Management
New York
$1K -$213K -10,638 -100%
48 49
50
51 52