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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 %
LA
451
LBP AM
France
$2.51M -$74.7K -2,022 -3%
CRI
452
Commonwealth Retirement Investments
Virginia
$2.49M +$49.1K +1,330 +2%
GCM
453
Gator Capital Management
Florida
$2.48M – – –
EF
454
Empowered Funds
Pennsylvania
$2.47M +$1.98M +53,676 +407%
Walleye Trading
455
Walleye Trading
New York
$2.46M +$2.46M +66,708 New
TSWM
456
Triangle Securities Wealth Management
North Carolina
$2.43M +$53.8K +1,457 +2%
WIS
457
Wright Investors Service
Connecticut
$2.43M -$370K -10,033 -13%
SWP
458
Stratos Wealth Partners
Ohio
$2.43M +$169K +4,566 +7%
ICA
459
Infrastructure Capital Advisors
New York
$2.42M +$2.42M +65,560 New
PWS
460
Peloton Wealth Strategists
Indiana
$2.41M +$114K +3,100 +5%
PFP
461
Pinnacle Financial Partners
Tennessee
$2.41M -$71.7K -1,942 -3%
AIM
462
AHL Investment Management
Florida
$2.38M -$7.02K -190 -0.3%
RCG
463
Resource Consulting Group
Florida
$2.37M +$2.37M +64,077 New
Jones Financial Companies
464
Jones Financial Companies
Missouri
$2.36M +$26.9K +729 +1%
CGH
465
Crossmark Global Holdings
Texas
$2.36M -$7.05K -191 -0.3%
MC
466
Moors & Cabot
Massachusetts
$2.35M -$15.1K -408 -0.6%
CICI
467
Capital Investment Counsel Inc
North Carolina
$2.35M -$190K -5,156 -8%
NHC
468
Nicholas Hoffman & Company
Georgia
$2.34M -$17K -460 -0.7%
PWP
469
Principle Wealth Partners
Connecticut
$2.33M +$275K +7,444 +13%
RIM
470
Redwood Investment Management
Arizona
$2.32M -$33.6K -911 -1%
LNC
471
Lincoln National Corp
Pennsylvania
$2.29M -$197K -5,323 -8%
FHB
472
First Hawaiian Bank
Hawaii
$2.28M -$258K -6,977 -10%
CA
473
Cetera Advisors
Colorado
$2.28M +$1.26K +34 +0.1%
AIM
474
Achmea Investment Management
Netherlands
$2.28M – – –
FVWA
475
Foster Victor Wealth Advisors
South Carolina
$2.26M +$1.26M +33,185 +126%
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