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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 %
BTWM
1326
Baker Tilly Wealth Management
Wisconsin
– -$357K -11,761 Closed
SCM
1327
Stevens Capital Management
Pennsylvania
– -$355K -11,699 Closed
DS
1328
DRW Securities
Illinois
– -$352K -11,600 Closed
SCI
1329
S&CO Inc
Massachusetts
– -$349K -11,525 Closed
CC
1330
Courier Capital
New York
– -$331K -10,921 Closed
CRI
1331
Colonial River Investments
Virginia
– -$315K -10,376 Closed
SP
1332
Symmetry Partners
Connecticut
– -$312K -10,267 Closed
OCG
1333
Opus Capital Group
Ohio
– -$296K -9,757 Closed
BAM
1334
Berkshire Asset Management
Pennsylvania
– -$294K -9,689 Closed
VWA
1335
V Wealth Advisors
Kansas
– -$290K -9,545 Closed
AWAU
1336
Alliance Wealth Advisors (Utah)
Utah
– -$283K -9,315 Closed
PBO
1337
Peoples Bank (Ohio)
Ohio
– -$276K -9,079 Closed
3IP
1338
3Chopt Investment Partners
Virginia
– -$272K -8,971 Closed
E
1339
Ergoteles
New York
– -$272K -8,968 Closed
CWM
1340
Curi Wealth Management
North Carolina
– -$271K -8,918 Closed
BHBT
1341
Burke & Herbert Bank & Trust
Virginia
– -$260K -8,578 Closed
PIA
1342
Pinion Investment Advisors
Kansas
– -$260K -8,573 Closed
WP
1343
WealthPLAN Partners
Nebraska
– -$260K -8,570 Closed
TAIM
1344
TD Ameritrade Investment Management
Nebraska
– -$258K -8,489 Closed
CWA
1345
CM Wealth Advisors
Ohio
– -$267K -8,090 Closed
JF
1346
Jump Financial
Illinois
– -$245K -8,069 Closed
AA
1347
Advisory Alpha
Michigan
– -$228K -7,526 Closed
MCM
1348
Mill Capital Management
North Carolina
– -$224K -7,386 Closed
VFP
1349
Verus Financial Partners
Virginia
– -$240K -7,360 Closed
CRC
1350
Curi RMB Capital
Illinois
– -$222K -7,320 Closed
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