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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 %
SAM
551
Sompo Asset Management
Japan
$1.53M +$54.3K +1,470 +4%
NS
552
NBC Securities
Alabama
$1.53M +$332 +9 +0%
RCM
553
Raleigh Capital Management
North Carolina
$1.52M -$62.2K -1,686 -4%
PCM
554
Pinnbrook Capital Management
New York
$1.52M +$1.52M +41,148 New
ICG
555
InterOcean Capital Group
Tennessee
$1.51M +$16.7K +451 +1%
AWS
556
Atria Wealth Solutions
New York
$1.51M -$67.3K -1,822 -4%
BOSSRA
557
B.O.S.S. Retirement Advisors
Utah
$1.51M -$221K -5,996 -13%
GIA
558
GHP Investment Advisors
Colorado
$1.49M -$50.3K -1,363 -3%
CIA
559
Capital Investment Advisors
Georgia
$1.49M +$143K +3,886 +11%
USAA
560
United Services Automobile Association
Texas
$1.49M +$23.8K +644 +2%
IA
561
IFG Advisory
Georgia
$1.49M +$6.17K +167 +0.4%
William Blair & Company
562
William Blair & Company
Illinois
$1.48M -$190K -5,154 -11%
FPGT
563
Financial Partners Group (Tennessee)
Tennessee
$1.48M -$16.1K -437 -1%
SM
564
Senvest Management
New York
$1.48M +$1.48M +40,000 New
SAM
565
Silvercrest Asset Management
New York
$1.47M -$56.9K -1,542 -4%
QCM
566
Quantinno Capital Management
New York
$1.47M +$1.13M +30,532 +331%
DAM
567
Diamant Asset Management
Connecticut
$1.46M +$136K +3,671 +10%
OHWP
568
Oak Harbor Wealth Partners
North Carolina
$1.46M -$60.7K -1,644 -4%
QWM
569
Quadcap Wealth Management
Texas
$1.45M +$1.45M +39,357 New
CT
570
Colonial Trust
South Carolina
$1.45M -$187K -5,069 -11%
IA
571
Icon Advisers
Colorado
$1.44M – – –
BI
572
Ballast Inc
Kentucky
$1.44M +$6.98K +189 +0.5%
MOS
573
MGO One Seven
Ohio
$1.44M +$68.4K +1,853 +5%
CIC
574
Carnegie Investment Counsel
Ohio
$1.44M -$309K -8,382 -18%
GGS
575
Galvin Gaustad & Stein
Arizona
$1.43M -$14.1M -383,228 -91%
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