Truist Financial
1,270 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, 560 reducing their positions, and 133 closing their positions.
69% more call options, than puts
Call options by funds: $348M | Put options by funds: $206M
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2.23% less ownership
Funds ownership: 72.33% → 70.1% (-2.2%)
3% less funds holding
Funds holding: 1,308 → 1,270 (-38)
9% less capital invested
Capital invested by funds: $29.2B → $26.7B (-$2.5B)
16% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 133
21% less repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 560
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$697M |
| 2 |
Two Sigma Investments
New York
|
+$92.8M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$92.2M |
| 4 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$71.8M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$480M |
| 2 |
Jane Street
New York
|
-$220M |
| 3 |
JP Morgan Chase
New York
|
-$191M |
| 4 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$186M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$157M |
TFC Hedge Fund Activity: Q3 2023 in Review
1,270 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2023, worth a combined $26.7B — down 8.6% from $29.2B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of TFC and 112 opened new positions — a net loss of 21 holders — while 560 trimmed existing stakes and 445 added.
The largest buyer was Dodge & Cox, adding an estimated $697M. The largest seller was Bank of America, cutting an estimated $480M.
- 1,270 institutional investors held Truist Financial (TFC) as of Q3 2023, down from 1,308 in Q2 2023.
- Funds reported $26.7B of Truist Financial stock for Q3 2023, down 8.6% quarter-over-quarter.
- 112 funds opened new Truist Financial positions in Q3 2023 and 133 closed out, a net change of -21 holders.
- The largest Truist Financial buyer in Q3 2023 was Dodge & Cox, an estimated $697M added.
- The largest Truist Financial seller in Q3 2023 was Bank of America, an estimated $480M sold.
Based on aggregated 13F filings for Q3 2023.