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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 %
RMA
1376
Roffman Miller Associates
Pennsylvania
– -$24.3K -800 Closed
FBC
1377
Fairfield, Bush & Co
Connecticut
– -$24K -790 Closed
ICM
1378
Islay Capital Management
Texas
– -$19.8K -651 Closed
HCA
1379
Harbor Capital Advisors
Illinois
– -$13.3K -439 Closed
CNBTD
1380
Citizens National Bank Trust Department
Mississippi
– -$11.5K -380 Closed
BLC
1381
Brown, Lisle/Cummings
Rhode Island
– -$10K -330 Closed
ODG
1382
O'Dell Group
Ohio
– -$9.83K -324 Closed
MDCM
1383
Morgan Dempsey Capital Management
Wisconsin
– -$7.59K -250 Closed
CCMI
1384
Creative Capital Management Investments
California
– -$7.01K -231 Closed
BCPWM
1385
Bradley & Co Private Wealth Management
Florida
– -$6.43K -212 Closed
APW
1386
Acima Private Wealth
Virginia
– -$4.55K -150 Closed
HS
1387
Horan Securities
United States
– -$3.92K -129 Closed
BAM
1388
Byrne Asset Management
New Jersey
– -$4K -120 Closed
RI
1389
Ridgewood Investments
New Jersey
– -$2.91K -96 Closed
WIM
1390
WealthPlan Investment Management
Nebraska
– -$2.79K -92 Closed
TFP
1391
Tilia Fiduciary Partners
North Carolina
– -$2.73K -90 Closed
CCM
1392
Copeland Capital Management
Pennsylvania
– -$2.06K -68 Closed
DI
1393
Disciplined Investments
Oklahoma
– -$1.7K -56 Closed
FWM
1394
Focused Wealth Management
New York
– -$1.4K -46 Closed
WWM
1395
Wolff Wiese Magana
California
– -$1.06K -35 Closed
SWM
1396
Sanctuary Wealth Management
Idaho
– -$637 -21 Closed
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