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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 %
NB
526
Norinchukin Bank
Japan
$1.67M -$70.4K -1,908 -4%
AA
527
Argent Advisors
Louisiana
$1.66M +$89.9K +2,435 +6%
GWANC
528
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.66M -$114K -3,086 -6%
SL
529
Salomon & Ludwin
Virginia
$1.65M – – –
TCOT
530
Trust Company of Toledo
Ohio
$1.64M -$50.6K -1,371 -3%
PG
531
Patten Group
Tennessee
$1.64M -$52K -1,408 -3%
IRC
532
Investors Research Corp
Georgia
$1.62M +$3.62K +98 +0.2%
WF
533
Welch & Forbes
Massachusetts
$1.62M -$47.8K -1,295 -3%
SFA
534
Sequoia Financial Advisors
Ohio
$1.62M +$382K +10,334 +31%
PFA
535
Pathway Financial Advisers
Indiana
$1.61M -$82.3K -2,228 -5%
AI
536
Arvest Investments
Arkansas
$1.61M +$1.61M +43,631 New
AT
537
Arvest Trust
Oklahoma
$1.61M -$339K -9,171 -17%
CAMG
538
CWA Asset Management Group
Florida
$1.61M +$35.3K +957 +2%
PS
539
Principal Securities
Iowa
$1.59M +$1.59M +43,137 New
BCA
540
Bray Capital Advisors
Florida
$1.58M +$124K +3,371 +9%
HWA
541
Heritage Wealth Advisors
Virginia
$1.57M -$27.5K -744 -2%
ACP
542
Arcus Capital Partners
Georgia
$1.57M – – –
DS
543
DRW Securities
Illinois
$1.57M +$1.57M +42,399 New
HBT
544
Hills Bank & Trust
Iowa
$1.56M +$12.7K +344 +0.8%
BPA
545
Beacon Pointe Advisors
California
$1.56M -$1.63M -44,245 -51%
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$1.56M +$6.39K +173 +0.4%
ACM
547
Argyle Capital Management
Pennsylvania
$1.56M -$366K -9,900 -19%
MAM
548
Marotta Asset Management
Virginia
$1.55M -$225K -6,084 -13%
GT
549
Glenmede Trust
Pennsylvania
$1.54M -$364K -9,850 -19%
AUB
550
Atlantic Union Bankshares
Virginia
$1.53M +$3.58K +97 +0.2%
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