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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$15.3M +$981K +32,312 +7%
RRAM
152
River Road Asset Management
Kentucky
$15M -$4.54M -149,712 -23%
LCM
153
Logan Capital Management
Pennsylvania
$14.9M +$481K +15,863 +3%
UIM
154
USS Investment Management
United Kingdom
$14.7M +$1.77M +58,482 +14%
Osaic Holdings
155
Osaic Holdings
Arizona
$14.4M +$145K +4,725 +1%
MIM
156
Montgomery Investment Management
Maryland
$14.2M -$18.2K -600 -0.1%
Allianz Asset Management
157
Allianz Asset Management
Germany
$14.1M -$20.5K -677 -0.1%
Brown Advisory
158
Brown Advisory
Maryland
$14M -$250K -8,246 -2%
GIA
159
Gateway Investment Advisers
Ohio
$13.5M +$13.3M +438,100 +5,766%
FCI
160
Financial Counselors Inc
Kansas
$13.3M +$74.9K +2,469 +0.6%
US Bancorp
161
US Bancorp
Minnesota
$13.3M +$1.37M +45,264 +12%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$13.1M -$1.66M -54,610 -11%
BIP
163
Brandes Investment Partners
California
$13.1M -$45.1K -1,487 -0.3%
SF
164
Synovus Financial
Georgia
$13.1M +$361K +11,899 +3%
GGS
165
Galvin Gaustad & Stein
Arizona
$12.6M +$1.17M +38,661 +10%
AIG
166
American International Group
New York
$12.4M -$923K -30,401 -7%
GGI
167
Godsey & Gibb Inc
Virginia
$12.3M +$956K +31,489 +8%
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$12.3M -$37.8M -1,244,778 -75%
OAM
169
Oppenheimer Asset Management
New York
$12.3M +$516K +17,016 +4%
CCM
170
Coerente Capital Management
Ontario, Canada
$12.2M +$20.8K +685 +0.2%
SOMRS
171
State of Michigan Retirement System
Michigan
$12M +$980K +32,300 +9%
AAM
172
Advisors Asset Management
Colorado
$12M -$125K -4,135 -1%
Squarepoint
173
Squarepoint
New York
$11.9M +$8.11M +267,187 +215%
HPCM
174
Hunter Perkins Capital Management
Illinois
$11.9M +$7.4M +390,731 +166%
N
175
Natixis
France
$11.9M -$5.9M -194,306 -33%
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