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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 %
TA
1426
TrueWealth Advisors
Alabama
– -$215K -6,294 Closed
MYIA
1427
Mount Yale Investment Advisors
Colorado
– -$214K -6,273 Closed
VC
1428
Veracity Capital
Georgia
– -$213K -6,255 Closed
RIG
1429
RiverFront Investment Group
Virginia
– -$208K -6,113 Closed
WWM
1430
Western Wealth Management
Colorado
– -$208K -6,110 Closed
WTB
1431
Washington Trust Bank
Washington
– -$206K -6,045 Closed
GIA
1432
Gladstone Institutional Advisory
Florida
– -$205K -6,017 Closed
GG
1433
Golden Green
South Carolina
– -$205K -6,012 Closed
CM
1434
Cornerstone Management
Georgia
– -$188K -5,521 Closed
ETH
1435
Exos TFP Holdings
New York
– -$170K -4,971 Closed
KI
1436
Kapitalo Investimentos
Brazil
– -$167K -4,893 Closed
CCM
1437
Carderock Capital Management
Maryland
– -$155K -4,537 Closed
WSC
1438
Wellington Shields & Co
New York
– -$150K -4,405 Closed
Belvedere Trading
1439
Belvedere Trading
Illinois
– -$135K -3,963 Closed
IUHSA
1440
Itau Unibanco Holding S.A.
Brazil
– -$95.3K -2,796 Closed
TWA
1441
TCI Wealth Advisors
Arizona
– -$77.9K -2,285 Closed
DCM
1442
Dupont Capital Management
Delaware
– -$73.9K -2,166 Closed
WSCM
1443
Wellington Shields Capital Management
New York
– -$68.1K -1,998 Closed
MFG
1444
Monumental Financial Group
Maryland
– -$62K -1,816 Closed
TCWA
1445
Ten Capital Wealth Advisors
Washington
– -$56.8K -1,665 Closed
PCTC
1446
Perkins Coie Trust Company
Washington
– -$56.6K -1,659 Closed
EI
1447
Ellevest Inc
New York
– -$40.7K -1,195 Closed
MCI
1448
MRP Capital Investments
Georgia
– -$34.1K -1,000 Closed
QL
1449
Quarry LP
New York
– -$32.1K -942 Closed
AI
1450
AXS Investments
New York
– -$26K -762 Closed
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