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 %
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$2.82M +$1.51M +40,863 +115%
SG Americas Securities
427
SG Americas Securities
New York
$2.81M -$1.6M -43,398 -36%
VMPIC
428
Varma Mutual Pension Insurance Co
Finland
$2.81M +$2.81M +76,100 New
CRM
429
Cramer Rosenthal McGlynn
Connecticut
$2.8M +$499K +13,522 +22%
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$2.8M -$1.81M -48,962 -39%
HCM
431
Hengehold Capital Management
Ohio
$2.79M -$46.2K -1,250 -2%
CWP
432
Concord Wealth Partners
Virginia
$2.77M -$97.2K -2,632 -3%
BCM
433
Brookstone Capital Management
Illinois
$2.76M +$2.19M +59,342 +387%
SFA
434
Semmax Financial Advisors
North Carolina
$2.76M -$617K -17,409 -18%
KPWS
435
Kestra Private Wealth Services
Texas
$2.74M -$228K -6,184 -8%
Allspring Global Investments
436
Allspring Global Investments
North Carolina
$2.74M -$81.1K -2,196 -3%
JSL
437
JT Stratford LLC
Georgia
$2.73M -$185K -5,012 -6%
AWM
438
Axxcess Wealth Management
California
$2.72M +$432K +11,699 +19%
HNB
439
Huntington National Bank
Ohio
$2.68M -$285K -7,731 -10%
EI
440
EDMP Inc
Florida
$2.67M +$5.91K +160 +0.2%
APF
441
Alaska Permanent Fund
Alaska
$2.63M -$11.4K -309 -0.4%
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$2.62M -$190K -5,140 -7%
ECM
443
Everence Capital Management
Indiana
$2.6M -$154K -4,160 -6%
UBG
444
United Bank (Georgia)
Georgia
$2.6M -$55.7K -1,509 -2%
PFO
445
PMC FIG Opportunities
Israel
$2.58M +$2.58M +70,000 New
SCP
446
Sandhill Capital Partners
New York
$2.57M -$505K -13,666 -16%
NMERB
447
New Mexico Educational Retirement Board
New Mexico
$2.56M – – –
FB
448
Fulton Bank
Pennsylvania
$2.56M +$17.7K +480 +0.7%
Luther King Capital Management (LKCM)
449
Luther King Capital Management (LKCM)
Texas
$2.54M -$270K -7,313 -10%
KWM
450
Kingsview Wealth Management
Oregon
$2.52M -$293K -7,926 -10%
16 17
18
19 20