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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 %
CA
501
Cornerstone Advisors
North Carolina
$1.89M -$11.1K -300 -0.6%
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.87M +$806K +21,825 +76%
FBT
503
First Bank & Trust
South Dakota
$1.86M +$142K +3,845 +8%
MCM
504
Maltese Capital Management
New York
$1.85M +$1.85M +50,000 New
SC
505
Savant Capital
Illinois
$1.84M +$21.1K +571 +1%
CANC
506
Culbertson A N & Co
Virginia
$1.84M -$56.3K -1,525 -3%
SWM
507
SeaCrest Wealth Management
New York
$1.83M -$27K -718 -1%
MIM
508
Marco Investment Management
Georgia
$1.82M -$26.8K -725 -1%
PPWP
509
Proquility Private Wealth Partners
Nevada
$1.82M -$366K -9,917 -17%
ACA
510
Aptus Capital Advisors
Alabama
$1.82M -$118K -3,195 -6%
PCM
511
Poehling Capital Management
Wisconsin
$1.77M +$543K +14,716 +44%
ZIC
512
ZWJ Investment Counsel
Georgia
$1.77M -$33.7K -914 -2%
S
513
SignatureFD
Georgia
$1.76M +$47.3K +1,282 +3%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.75M -$39.3K -1,064 -2%
DCM
515
Delta Capital Management
New Jersey
$1.74M -$6.28K -170 -0.4%
SPIA
516
Steward Partners Investment Advisory
New York
$1.73M -$1.42M -38,372 -45%
BG
517
Bahl & Gaynor
Ohio
$1.73M -$737K -19,961 -30%
B
518
Bailard
California
$1.73M -$46.2K -1,251 -3%
AWM
519
Apollon Wealth Management
South Carolina
$1.73M +$224K +6,080 +15%
OAM
520
Ostrum Asset Management
France
$1.73M -$614K -16,642 -26%
VIM
521
Vinva Investment Management
Australia
$1.72M +$279K +7,477 +19%
FCA
522
FinTrust Capital Advisors
South Carolina
$1.72M -$94.5K -2,560 -5%
EF
523
Empirical Finance
Pennsylvania
$1.71M +$8.27K +224 +0.5%
CIBC World Market
524
CIBC World Market
Ontario, Canada
$1.71M +$1.39M +37,710 +439%
NSIM
525
North Star Investment Management
Illinois
$1.7M -$253K -6,864 -13%
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