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Truist Financial
TFC

Overview Fund Activity

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$358M
2
BlackRock
BlackRock
New York
$3.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$732M
4
Amundi
Amundi
France
$830M
5
Harris Associates
Harris Associates
Illinois
$192M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.42B
2
AWA
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$425M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.96B
5
Boston Partners
Boston Partners
Massachusetts
$83.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
1451
Eagle Global Advisors
Texas
– -$354K -8,217 Closed
WDC
1452
Woodward Diversified Capital
California
– -$342K -7,943 Closed
BWP
1453
BSW Wealth Partners
Colorado
– -$326K -7,572 Closed
PAM
1454
Premier Asset Management
Illinois
– -$324K -7,524 Closed
FA
1455
Faithward Advisors
Pennsylvania
– -$313K -7,283 Closed
VFP
1456
Verus Financial Partners
Virginia
– -$359K -7,274 Closed
JIC
1457
Johnson Investment Counsel
Ohio
– -$304K -7,071 Closed
LI
1458
LMCG Investments
Massachusetts
– -$302K -7,014 Closed
PWMAG
1459
Pinnacle Wealth Management Advisory Group
New Jersey
– -$299K -6,945 Closed
MCC
1460
Money Concepts Capital
Florida
– -$293K -6,800 Closed
SAG
1461
SageView Advisory Group
California
– -$292K -6,797 Closed
T
1462
TCWP
Ohio
– -$290K -6,731 Closed
BMC
1463
Benin Management Corp
Connecticut
– -$277K -6,448 Closed
CAM
1464
Cozad Asset Management
Illinois
– -$270K -6,280 Closed
1WA
1465
180 Wealth Advisors
Washington
– -$307K -6,278 Closed
CIS
1466
Connors Investor Services
Pennsylvania
– -$268K -6,220 Closed
ACM
1467
Argent Capital Management
Missouri
– -$267K -6,215 Closed
AC
1468
ASB Consultores
Florida
– -$264K -6,138 Closed
MBT
1469
Montecito Bank & Trust
California
– -$260K -6,044 Closed
GB
1470
Goepper Burkhardt
South Carolina
– -$256K -5,951 Closed
TW
1471
TrinityPoint Wealth
Connecticut
– -$249K -5,787 Closed
BBNA
1472
Bremer Bank National Association
Minnesota
– -$247K -5,741 Closed
AFM
1473
Andesa Financial Management
Pennsylvania
– -$245K -5,699 Closed
ACM
1474
AUA Capital Management
Pennsylvania
– -$244K -5,680 Closed
CCB
1475
Country Club Bank
Missouri
– -$244K -5,661 Closed
57 58
59
60 61