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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 %
Allianz Asset Management
251
Allianz Asset Management
Germany
$8.48M -$1.31M -35,478 -13%
URS
252
Utah Retirement Systems
Utah
$8.47M +$48K +1,300 +0.6%
BMCM
253
Bryn Mawr Capital Management
Pennsylvania
$8.43M -$605K -16,376 -7%
BWL
254
Bogart Wealth LLC
Virginia
$8.29M -$149K -4,023 -2%
ONB
255
Old National Bancorp
Indiana
$8.11M -$475K -12,878 -6%
PA
256
Pinnacle Associates
New York
$8.1M -$560K -15,162 -6%
PE
257
Point72 Europe
United Kingdom
$8.08M +$8.08M +218,820 New
WIC
258
Willis Investment Counsel
Georgia
$8.07M – – –
IIM
259
Intact Investment Management
Quebec, Canada
$8.04M +$14.8K +400 +0.2%
RP
260
Rowlandmiller & Partners
Georgia
$8.03M -$147K -3,974 -2%
HCMT
261
Highland Capital Management (Tennessee)
Tennessee
$8.01M +$25.6K +693 +0.3%
SW
262
SteelPeak Wealth
California
$7.98M +$7.56M +204,717 +1,800%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$7.94M +$1.98M +53,737 +33%
DPAM
264
Degroof Petercam Asset Management
Belgium
$7.94M +$7.94M +214,960 New
Russell Investments Group
265
Russell Investments Group
United Kingdom
$7.72M -$6.4M -172,921 -45%
NYLIM
266
New York Life Investment Management
New York
$7.7M +$53.6K +1,452 +0.7%
Public Sector Pension Investment Board (PSP Investments)
267
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.68M -$3.71M -100,354 -33%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$7.67M -$683K -18,488 -8%
SAM
269
Socorro Asset Management
Texas
$7.64M +$285K +7,710 +4%
BFM
270
Boothbay Fund Management
New York
$7.54M +$7.54M +204,226 New
OPTFSNA
271
Old Point Trust & Financial Services N A
Virginia
$7.53M -$788K -21,342 -9%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$7.45M -$276K -7,474 -4%
Simplex Trading
273
Simplex Trading
Illinois
$7.43M +$51.3K +1,390 +0.7%
RIL
274
Rothschild Investment LLC
Illinois
$7.4M -$464K -12,570 -6%
QCM
275
QRG Capital Management
Illinois
$7.33M +$874K +23,667 +14%
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