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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 %
JFG
1351
Jefferies Financial Group
New York
– -$220K -7,242 Closed
CFG
1352
Citizens Financial Group
Rhode Island
– -$220K -7,235 Closed
FH
1353
FWG Holdings
Florida
– -$234K -7,170 Closed
Empower Advisory Group
1354
Empower Advisory Group
Colorado
– -$215K -7,076 Closed
NRC
1355
New Republic Capital
North Carolina
– -$212K -6,975 Closed
FLI
1356
Family Legacy Inc
South Carolina
– -$212K -6,973 Closed
Acadian Asset Management
1357
Acadian Asset Management
Massachusetts
– -$209K -6,959 Closed
CFO
1358
CVA Family Office
Colorado
– -$210K -6,916 Closed
PWMAG
1359
Pinnacle Wealth Management Advisory Group
New Jersey
– -$210K -6,915 Closed
RPA
1360
Rock Point Advisors
Vermont
– -$208K -6,850 Closed
MFP
1361
Meridian Financial Partners
Virginia
– -$226K -6,835 Closed
HVIA
1362
Hudson Valley Investment Advisors
New York
– -$207K -6,824 Closed
SJL
1363
Shayne & Jacobs LLC
Tennessee
– -$207K -6,804 Closed
HWA
1364
Heartwood Wealth Advisors
Virginia
– -$206K -6,773 Closed
MMM
1365
Mendel Money Management
Illinois
– -$204K -6,729 Closed
WPC
1366
Wedmont Private Capital
Pennsylvania
– -$222K -6,714 Closed
SC
1367
Scotia Capital
Ontario, Canada
– -$204K -6,711 Closed
RBC
1368
Romano Brothers & Co
Illinois
– -$202K -6,653 Closed
WAG
1369
Wallace Advisory Group
California
– -$210K -6,164 Closed
IGWM
1370
ICA Group Wealth Management
Colorado
– -$186K -6,127 Closed
AS
1371
AM Squared
Hong Kong
– -$115K -3,800 Closed
WAM
1372
Worth Asset Management
Texas
– -$69.3K -2,283 Closed
LIA
1373
Luken Investment Analytics
Tennessee
– -$55.7K -1,836 Closed
NC
1374
Nicholas Company
Wisconsin
– -$29.6K -975 Closed
CA
1375
Crewe Advisors
Utah
– -$26K -855 Closed
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