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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
$1.52B
2
Two Sigma Investments
Two Sigma Investments
New York
$90M
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
$72.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$596M
2
Jane Street
Jane Street
New York
$28.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$458M
4
BG
Bahl & Gaynor
Ohio
$1.91M
5
Capital International Investors
Capital International Investors
California
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1251
PrairieView Partners
Minnesota
$1K -$2.05K -76 -67%
CAM
1252
ClariVest Asset Management
California
$1K +$1K +22 New
UFF
1253
USA Financial Formulas
Michigan
$916 – – –
LWA
1254
Lowe Wealth Advisors
Maryland
$858 – – –
TFM
1255
TFC Financial Management
Massachusetts
$773 – – –
IHWM
1256
Iron Horse Wealth Management
Iowa
$629 +$629 +22 New
PCTC
1257
Perkins Coie Trust Company
Washington
$514 +$514 +18 New
VAG
1258
VisionPoint Advisory Group
Texas
$486 +$486 +17 New
APW
1259
Atlantic Private Wealth
North Carolina
$429 – – –
DWA
1260
Delos Wealth Advisors
Texas
$306 – – –
DFA
1261
DHJJ Financial Advisors
Illinois
$287 +$287 +10 New
CCP
1262
Carmel Capital Partners
California
$86 +$86 +3 New
Kayne Anderson Rudnick Investment Management
1263
Kayne Anderson Rudnick Investment Management
California
$29 – – –
VWM
1264
Valley Wealth Managers
New Jersey
$28 -$3.06M -109,211 -100%
GAM
1265
Goldentree Asset Management
New York
– -$52.1M -1,715,274 Closed
SFI
1266
Susquehanna Fundamental Investments
Pennsylvania
– -$23.8M -785,658 Closed
GIA
1267
Gateway Investment Advisers
Ohio
– -$13.5M -445,698 Closed
DWP
1268
Daymark Wealth Partners
Ohio
– -$11.3M -370,752 Closed
LNB
1269
Ledyard National Bank
– -$7.78M -256,329 Closed
Capital Fund Management (CFM)
1270
Capital Fund Management (CFM)
France
– -$6.12M -201,581 Closed
ELI
1271
Empire Life Investments
Ontario, Canada
– -$5.97M -196,547 Closed
GW
1272
GW & Wade
Massachusetts
– -$5.79M -190,703 Closed
OFA
1273
Oak Family Advisors
Illinois
– -$4.76M -156,716 Closed
ACM
1274
Aquatic Capital Management
Illinois
– -$4.67M -154,000 Closed
PI
1275
PineBridge Investments
New York
– -$4.22M -139,143 Closed
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