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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 %
BIC
1351
Beach Investment Counsel
Pennsylvania
– -$1.08M -31,612 Closed
SAM
1352
Sabadell Asset Management
Spain
– -$972K -30,369 Closed
PL
1353
Perpetual Ltd
Australia
– -$1.03M -30,274 Closed
PIC
1354
PCJ Investment Counsel
Ontario, Canada
– -$1.02M -30,000 Closed
BB
1355
Berkshire Bank
Massachusetts
– -$964K -28,268 Closed
DIA
1356
Dean Investment Associates
Ohio
– -$873K -25,588 Closed
FLPIM
1357
F.L. Putnam Investment Management
Massachusetts
– -$865K -25,357 Closed
VI
1358
Versor Investments
New York
– -$839K -24,590 Closed
TNA
1359
True North Advisors
Texas
– -$809K -23,728 Closed
CM
1360
CastleKnight Management
New York
– -$798K -23,400 Closed
SC
1361
Searle & Co
Connecticut
– -$698K -21,435 Closed
FBT
1362
First Bankers Trust
Kentucky
– -$723K -21,201 Closed
DI
1363
DFPG Investments
Utah
– -$683K -20,033 Closed
MA
1364
MAS Advisors
Florida
– -$681K -19,971 Closed
EMFAT
1365
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$656K -19,240 Closed
GA
1366
Greenspring Advisors
Maryland
– -$644K -18,880 Closed
BAM
1367
Belpointe Asset Management
Nevada
– -$610K -17,876 Closed
AWC
1368
Abundance Wealth Counselors
Pennsylvania
– -$583K -17,094 Closed
DA
1369
Duality Advisers
Florida
– -$583K -17,092 Closed
SIA
1370
SeaBridge Investment Advisors
New Jersey
– -$565K -16,559 Closed
LCWP
1371
Legacy Capital Wealth Partners
Arkansas
– -$547K -16,043 Closed
SRAM
1372
Spouting Rock Asset Management
Pennsylvania
– -$542K -15,908 Closed
AWE
1373
Avidian Wealth Enterprises
Texas
– -$530K -15,531 Closed
AC
1374
AXQ Capital
New Jersey
– -$529K -15,500 Closed
William Blair Investment Management
1375
William Blair Investment Management
Illinois
– -$504K -14,791 Closed
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