TFC icon

Truist Financial
TFC

Overview Fund Activity

1,389 hedge funds and large institutions have $36B invested in Truist Financial in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 436 increasing their positions, 597 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+125
Holders Change %
+9.89%
% of All Funds
20.36%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.25%
New
231
Increased
436
Reduced
597
Closed
86
Calls
$799M
Puts
$319M
Net Calls
+$480M
Net Calls Change
+$338M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.16B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$270M
3
Bank of America
Bank of America
North Carolina
+$188M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
5
State Street
State Street
Massachusetts
+$127M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$309M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$273M
3
Norges Bank
Norges Bank
Norway
-$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$95.1M
5
Two Sigma Investments
Two Sigma Investments
New York
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$10.6M -$724K -19,608 -6%
AAM
227
Advisors Asset Management
Colorado
$10.5M -$2.87M -77,656 -22%
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$10.4M -$840K -22,747 -7%
FAF
229
Fjarde Ap-fonden
Sweden
$10.2M -$1.8M -48,800 -15%
TPSF
230
Texas Permanent School Fund
Texas
$10.2M +$14.6K +396 +0.1%
CIAS
231
Capital Investment Advisory Services
North Carolina
$10.1M -$404K -10,932 -4%
II
232
IFM Investors
Australia
$10.1M -$212K -5,748 -2%
PMEF
233
Point72 Middle East FZE
United Arab Emirates
$9.9M +$4.74M +128,267 +92%
HPCM
234
Hunter Perkins Capital Management
Illinois
$9.84M -$4.44M -120,125 -31%
DnB Asset Management
235
DnB Asset Management
Norway
$9.58M -$333K -9,007 -3%
FRAF
236
Första AP-fonden
Sweden
$9.56M -$1.93M -52,400 -17%
CAN
237
Cetera Advisor Networks
California
$9.55M +$500K +13,531 +6%
Skandinaviska Enskilda Banken (SEB)
238
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.48M +$66.5K +1,800 +0.7%
SBWIC
239
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.45M +$117K +3,166 +1%
MWM
240
Modera Wealth Management
New Jersey
$9.33M +$1.88M +50,947 +25%
Wellington Management Group
241
Wellington Management Group
Massachusetts
$9.33M +$7.71M +208,772 +475%
RJT
242
Raymond James Trust
Florida
$9.31M -$883K -23,908 -9%
CAM
243
Cresset Asset Management
Illinois
$9.29M -$248K -6,706 -3%
KCM
244
Kanawha Capital Management
Virginia
$9.26M -$868K -23,500 -9%
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
$9.24M +$5.43M +147,076 +143%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$9.11M +$3.47M +94,061 +62%
IAA
247
Independent Advisor Alliance
North Carolina
$9.02M +$2.31M +62,658 +35%
Zurich Cantonal Bank
248
Zurich Cantonal Bank
Switzerland
$8.67M -$10.3M -279,073 -54%
SAI
249
Systematic Alpha Investments
New Jersey
$8.64M – – –
CNB
250
Czech National Bank
Czech Republic
$8.62M +$28.8K +781 +0.3%
8 9
10
11 12