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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 %
PPW
326
Parcion Private Wealth
Washington
$4.99M +$2.78M +75,428 +127%
WB
327
WesBanco Bank
West Virginia
$4.96M -$1.68M -45,593 -25%
TI
328
tru Independence
Oregon
$4.95M -$42.4K -1,148 -0.8%
KCPG
329
Kavar Capital Partners Group
Kansas
$4.94M +$1.79M +48,375 +57%
GAM
330
Griffin Asset Management
New York
$4.88M -$104K -2,828 -2%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$4.76M +$167K +4,520 +4%
FDP
332
Financiere des Professionnels
Quebec, Canada
$4.7M +$1.15M +31,223 +32%
KCM
333
Kempner Capital Management
Texas
$4.63M -$1.33K -36 -0%
KIC
334
Keating Investment Counselors
Florida
$4.62M -$445K -12,047 -9%
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$4.61M -$95.1M -2,575,486 -95%
XF
336
XML Financial
Maryland
$4.53M -$125K -3,390 -3%
JPWM
337
Jamison Private Wealth Management
Georgia
$4.53M +$18.8K +509 +0.4%
CTA
338
Chesley Taft & Associates
Illinois
$4.51M -$148K -4,015 -3%
OC
339
Oppenheimer & Co
New York
$4.5M -$309K -8,378 -6%
YIH
340
Y-Intercept (HK)
Hong Kong
$4.47M +$4.47M +121,060 New
FCBT
341
First Citizens Bank & Trust
North Carolina
$4.46M -$281K -7,623 -6%
BA
342
Baugh & Associates
Georgia
$4.46M -$36K -975 -0.8%
CB
343
Commerce Bank
Missouri
$4.45M -$4.44M -120,136 -50%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$4.42M +$258K +6,995 +6%
DIA
345
Dana Investment Advisors
Wisconsin
$4.42M +$346K +9,371 +8%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$4.4M -$261K -7,077 -6%
SIAP
347
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.39M +$91.9K +2,488 +2%
BCCM
348
Bridge Creek Capital Management
Massachusetts
$4.39M +$38.4K +1,040 +0.9%
TNB
349
Thomasville National Bank
Georgia
$4.38M -$17.2M -466,833 -80%
AAS
350
Avantax Advisory Services
Texas
$4.34M +$399K +10,802 +10%
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