TFC icon

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 %
VAS
1276
Vestmark Advisory Solutions
Massachusetts
– -$3.59M -118,309 Closed
Twin Tree Management
1277
Twin Tree Management
Texas
– -$3.28M -108,145 Closed
OIM
1278
Opus Investment Management
Massachusetts
– -$3.28M -108,100 Closed
QIM
1279
Quantitative Investment Management
Virginia
– -$2.84M -93,563 Closed
YIA
1280
YHB Investment Advisors
Connecticut
– -$2.45M -80,861 Closed
TC
1281
Trilogy Capital
California
– -$2.65M -80,135 Closed
SIG
1282
Stonegate Investment Group
Alabama
– -$2.31M -76,054 Closed
BIAS
1283
Beacon Investment Advisory Services
New Jersey
– -$2.1M -69,227 Closed
RCG
1284
Resource Consulting Group
Florida
– -$1.94M -64,077 Closed
AWMT
1285
AAFMAA Wealth Management & Trust
North Carolina
– -$1.87M -61,704 Closed
SLG
1286
Stanley-Laman Group
Pennsylvania
– -$1.87M -61,610 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1287
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.72M -56,825 Closed
VIA
1288
Vident Investment Advisory
Georgia
– -$1.61M -53,022 Closed
TNBTD
1289
Trustmark National Bank Trust Department
Mississippi
– -$1.59M -52,365 Closed
SIP
1290
Stoneridge Investment Partners
Pennsylvania
– -$1.58M -51,987 Closed
ICA
1291
Infrastructure Capital Advisors
New York
– -$7.45M -48,027 Closed
Boston Partners
1292
Boston Partners
Massachusetts
– -$1.39M -45,792 Closed
VF
1293
Virtu Financial
New York
– -$1.31M -43,170 Closed
PWG
1294
Portside Wealth Group
Utah
– -$1.28M -42,079 Closed
GCM
1295
Graham Capital Management
Connecticut
– -$1.26M -41,627 Closed
YIH
1296
Y-Intercept (HK)
Hong Kong
– -$1.26M -41,415 Closed
V
1297
Veritable
Delaware
– -$1.23M -40,597 Closed
BCM
1298
Buckhead Capital Management
Georgia
– -$1.22M -40,101 Closed
MGWM
1299
Marks Group Wealth Management
Minnesota
– -$1.13M -37,275 Closed
NW
1300
NewEdge Wealth
Pennsylvania
– -$1.02M -33,645 Closed
50 51
52
53 54