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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 %
BA
1476
Ballew Advisors
Mississippi
– -$264K -5,602 Closed
SCA
1477
Southern Capital Advisors
Tennessee
– -$236K -5,496 Closed
MFS
1478
Mirabella Financial Services
United Kingdom
– -$234K -5,449 Closed
RP
1479
Riverwater Partners
Wisconsin
– -$234K -5,449 Closed
ACP
1480
Aviance Capital Partners
Florida
– -$234K -5,448 Closed
BAM
1481
Blueshift Asset Management
New Jersey
– -$231K -5,367 Closed
OFG
1482
Oxford Financial Group
Indiana
– -$229K -5,315 Closed
NCM
1483
Northside Capital Management
Oregon
– -$229K -5,313 Closed
BWM
1484
Baron Wealth Management
Michigan
– -$229K -5,312 Closed
MKA
1485
M. Kulyk & Associates
Georgia
– -$228K -5,298 Closed
PIMG
1486
Patriot Investment Management Group
Tennessee
– -$259K -5,293 Closed
NJBEST
1487
New Jersey Better Educational Savings Trust
New Jersey
– -$228K -5,292 Closed
CWG
1488
Cornerstone Wealth Group
North Carolina
– -$227K -5,266 Closed
TCM
1489
Tandem Capital Management
New Jersey
– -$224K -5,212 Closed
SWIG
1490
Strategic Wealth Investment Group
Kentucky
– -$238K -5,205 Closed
PCS
1491
Personal CFO Solutions
New Jersey
– -$224K -5,200 Closed
MHC
1492
Meyer Handelman Company
New York
– -$224K -5,200 Closed
SHFA
1493
SC&H Financial Advisors
Maryland
– -$223K -5,183 Closed
HA
1494
HC Advisors
Georgia
– -$223K -5,174 Closed
FPGT
1495
Financial Partners Group (Tennessee)
Tennessee
– -$222K -5,154 Closed
AWM
1496
Accurate Wealth Management
Florida
– -$236K -5,129 Closed
AFAS
1497
Acorn Financial Advisory Services
Virginia
– -$220K -5,117 Closed
HT
1498
HighTower Trust
Texas
– -$218K -5,115 Closed
JLBC
1499
J.L. Bainbridge & Co
Florida
– -$218K -5,055 Closed
CG
1500
CFO4Life Group
Texas
– -$216K -5,024 Closed
58 59
60
61 62