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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 %
CCG
1401
Ceeto Capital Group
Florida
– -$273K -8,000 Closed
HAI
1402
Hennessy Advisors Inc
California
– -$273K -8,000 Closed
GAM
1403
Gemmer Asset Management
California
– -$267K -7,840 Closed
FAM
1404
Formidable Asset Management
Ohio
– -$255K -7,635 Closed
CCFCSB
1405
Cape Cod Five Cents Savings Bank
Massachusetts
– -$257K -7,548 Closed
EHWM
1406
Eads & Heald Wealth Management
Georgia
– -$256K -7,496 Closed
FBB
1407
Fulton Breakefield Broenniman
Maryland
– -$255K -7,481 Closed
RMDI
1408
R.M. Davis Inc
Maine
– -$252K -7,390 Closed
LOAMS
1409
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$252K -7,379 Closed
FHA
1410
Flagship Harbor Advisors
Massachusetts
– -$249K -7,288 Closed
SBH
1411
Segall Bryant & Hamill
Illinois
– -$245K -7,190 Closed
CA
1412
Calton & Associates
Florida
– -$241K -7,056 Closed
LCS
1413
Levin Capital Strategies
New York
– -$239K -7,000 Closed
VT
1414
Vise Technologies
New York
– -$232K -6,796 Closed
AF
1415
Aldebaran Financial
– -$231K -6,780 Closed
CBTWT
1416
Community Bank & Trust (Waco, Texas)
Texas
– -$230K -6,747 Closed
HNWAG
1417
High Net Worth Advisory Group
Florida
– -$222K -6,516 Closed
AAM
1418
Augustine Asset Management
Florida
– -$221K -6,477 Closed
SA
1419
Stewardship Advisors
Pennsylvania
– -$221K -6,475 Closed
AAS
1420
Ameritas Advisory Services
Nebraska
– -$218K -6,461 Closed
PFWA
1421
Paces Ferry Wealth Advisors
Georgia
– -$220K -6,450 Closed
AAIS
1422
ABN AMRO Investment Solutions
– -$220K -6,443 Closed
CS
1423
Capital Square
Tennessee
– -$208K -6,364 Closed
HFS
1424
Horizon Financial Services
North Carolina
– -$215K -6,305 Closed
WJWM
1425
Williams Jones Wealth Management
New York
– -$215K -6,298 Closed
55 56
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