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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
$1.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$860M
3
Bank of America
Bank of America
North Carolina
$957M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$591M
5
State Street
State Street
Massachusetts
$2.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$233M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$202M
3
Norges Bank
Norges Bank
Norway
$308M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.61M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$239M +$6.12M +165,771 +3%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$233M -$309M -8,363,546 -57%
Capital International Investors
28
Capital International Investors
California
$222M +$2.88M +77,890 +1%
Goldman Sachs
29
Goldman Sachs
New York
$218M +$29.9M +808,974 +16%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$202M -$273M -7,395,118 -57%
Barclays
31
Barclays
United Kingdom
$194M -$29.9M -810,696 -13%
Truist Financial
32
Truist Financial
North Carolina
$179M -$13.2M -357,061 -7%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$177M +$36.2M +969,040 +26%
Millennium Management
34
Millennium Management
New York
$168M +$119M +3,213,301 +239%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$163M -$42.6M -1,153,619 -21%
Deutsche Bank
36
Deutsche Bank
Germany
$147M +$35.2M +952,270 +31%
UBS Group
37
UBS Group
Switzerland
$145M +$3.74M +101,288 +3%
RJA
38
Raymond James & Associates
Florida
$134M -$23.3M -632,271 -15%
Wells Fargo
39
Wells Fargo
California
$134M -$25.7M -696,129 -16%
First Trust Advisors
40
First Trust Advisors
Illinois
$134M -$23.4M -634,443 -15%
Holocene Advisors
41
Holocene Advisors
New York
$127M +$94.2M +2,552,266 +289%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$127M +$20.6M +558,363 +19%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$119M -$1.42M -38,455 -1%
BAM
44
Burgundy Asset Management
Ontario, Canada
$119M -$2.38M -64,413 -2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$114M -$2.77M -74,947 -2%
CCM
46
Cullen Capital Management
New York
$114M -$64.4M -1,743,517 -36%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$110M +$103M +2,801,174 +1,574%
LPL Financial
48
LPL Financial
California
$109M +$13.4M +364,144 +14%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$109M +$9.14M +247,303 +9%
Stifel Financial
50
Stifel Financial
Missouri
$108M -$6.38M -172,905 -6%
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