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Truist Financial
TFC

Overview Fund Activity

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$922M
2
Jane Street
Jane Street
New York
$247M
3
Harris Associates
Harris Associates
Illinois
$315M
4
Bank of America
Bank of America
North Carolina
$1.11B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$674M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.37M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$512M
4
BG
Bahl & Gaynor
Ohio
$186M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
1301
Atlantic Private Wealth
North Carolina
$455 – – –
DWA
1302
Delos Wealth Advisors
Texas
$304 – – –
Kayne Anderson Rudnick Investment Management
1303
Kayne Anderson Rudnick Investment Management
California
$30 – – –
Voloridge Investment Management
1304
Voloridge Investment Management
Florida
– -$29.3M -860,436 Closed
BC
1305
Brookfield Corp
Ontario, Canada
– -$28.3M -830,884 Closed
Walleye Capital
1306
Walleye Capital
New York
– -$26.7M -784,145 Closed
AU
1307
Algebris (UK)
United Kingdom
– -$16.6M -483,844 Closed
Two Sigma Advisers
1308
Two Sigma Advisers
New York
– -$13.9M -407,150 Closed
BGIM
1309
Brandywine Global Investment Management
Pennsylvania
– -$11.8M -345,114 Closed
FLII
1310
First Long Island Investors
New York
– -$10.9M -319,698 Closed
MCM
1311
Moore Capital Management
New York
– -$8.96M -262,804 Closed
BPWM
1312
Badgley Phelps Wealth Managers
Washington
– -$8M -234,553 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1313
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$7.77M -227,778 Closed
LMIM
1314
Lockheed Martin Investment Management
Maryland
– -$6.82M -200,000 Closed
ClearBridge Investments
1315
ClearBridge Investments
New York
– -$6.5M -190,696 Closed
Walleye Trading
1316
Walleye Trading
New York
– -$6.37M -186,886 Closed
SFWA
1317
Summit Financial Wealth Advisors
Louisiana
– -$6.14M -180,070 Closed
Calamos Advisors
1318
Calamos Advisors
Illinois
– -$4.97M -145,843 Closed
PI
1319
Parkside Investments
Illinois
– -$4.86M -142,531 Closed
PI
1320
PFS Investments
Georgia
– -$4.65M -142,045 Closed
EC
1321
EJF Capital
Virginia
– -$3.88M -113,800 Closed
MCM
1322
Marathon Capital Management
Maryland
– -$3.67M -107,661 Closed
OIAM
1323
OFI Invest Asset Management
France
– -$3.03M -103,255 Closed
CIP
1324
Capital Insight Partners
Arizona
– -$2.99M -87,608 Closed
TC
1325
TwinBeech Capital
New York
– -$2.97M -87,030 Closed
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