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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
+$303M
2
Jane Street
Jane Street
New York
+$223M
3
Harris Associates
Harris Associates
Illinois
+$145M
4
Bank of America
Bank of America
North Carolina
+$114M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$109M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$592M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
4
BG
Bahl & Gaynor
Ohio
-$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1326
PGGM Investments
Netherlands
– -$2.89M -84,879 Closed
N
1327
Numerai
California
– -$2.51M -73,505 Closed
RIM
1328
Reliant Investment Management
Tennessee
– -$2.47M -72,392 Closed
SCP
1329
Shorepoint Capital Partners
Massachusetts
– -$2.25M -65,948 Closed
GF
1330
Gries Financial
Ohio
– -$1.93M -56,530 Closed
CWP
1331
Cyndeo Wealth Partners
Florida
– -$1.92M -56,313 Closed
CBB
1332
Citizens Business Bank
California
– -$1.91M -56,152 Closed
BFS
1333
Bard Financial Services
Connecticut
– -$1.74M -50,930 Closed
WMSA
1334
Weiss Multi-Strategy Advisers
New York
– -$1.71M -50,000 Closed
BDS
1335
Banco de Sabadell
Florida
– -$1.64M -48,103 Closed
RCA
1336
Resonant Capital Advisors
Wisconsin
– -$1.6M -46,873 Closed
ACIM
1337
Azimuth Capital Investment Management
Michigan
– -$1.46M -42,930 Closed
TAM
1338
Tealwood Asset Management
Minnesota
– -$1.45M -42,472 Closed
APWM
1339
Argonautica Private Wealth Management
Massachusetts
– -$1.41M -41,484 Closed
ACA
1340
Anchor Capital Advisors
Massachusetts
– -$1.36M -39,916 Closed
CIP
1341
Convergence Investment Partners
Florida
– -$1.33M -38,973 Closed
MCAI
1342
Members Capital Advisors Inc
Wisconsin
– -$1.3M -37,986 Closed
GCP
1343
Garda Capital Partners
Minnesota
– -$1.28M -37,540 Closed
FIM
1344
Freedom Investment Management
Connecticut
– -$1.22M -35,754 Closed
CM
1345
Crestline Management
Texas
– -$1.19M -35,000 Closed
WWA
1346
WCG Wealth Advisors
Nevada
– -$1.14M -33,420 Closed
CT
1347
Coastline Trust
Rhode Island
– -$1.14M -33,306 Closed
IMC Chicago
1348
IMC Chicago
Illinois
– -$1.12M -32,948 Closed
HT
1349
HAP Trading
New York
– -$1.12M -32,862 Closed
ATPW
1350
Ashton Thomas Private Wealth
Arizona
– -$1.08M -31,775 Closed
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