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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 %
BMA
576
Brooks Moore & Associates
Tennessee
$1.43M -$286K -7,739 -17%
DADC
577
D.A. Davidson & Co
Montana
$1.42M -$24.4K -661 -2%
O
578
Ossiam
France
$1.42M -$301K -8,152 -18%
BTI
579
Blue Trust Inc
Georgia
$1.41M +$16K +559 +1%
TAF
580
Tredje AP-fonden
Sweden
$1.41M – – –
MYAM
581
Meiji Yasuda Asset Management
Japan
$1.4M -$166K -4,500 -11%
Credit Agricole
582
Credit Agricole
France
$1.39M +$931K +25,207 +201%
WT
583
Whittier Trust
California
$1.38M -$12M -326,372 -90%
AF
584
Allworth Financial
California
$1.38M +$728K +19,717 +111%
TCOV
585
Trust Company of Vermont
Vermont
$1.38M -$266K -7,195 -16%
KA
586
Kintegral Advisory
New York
$1.38M -$8.79K -238 -0.6%
RWM
587
RKL Wealth Management
Pennsylvania
$1.37M +$29.4K +797 +2%
PFS
588
Physicians Financial Services
North Carolina
$1.36M -$38.2K -1,035 -3%
CG
589
Caprock Group
Idaho
$1.36M +$146K +3,963 +12%
MFAM
590
Motley Fool Asset Management
Virginia
$1.36M +$1.36M +36,724 New
HT
591
Heritage Trust
Oklahoma
$1.36M +$81.8K +2,216 +6%
AMBIA
592
Allen Mooney & Barnes Investment Advisors
Georgia
$1.35M -$29.1K -787 -2%
NRS
593
Neville Rodie & Shaw
New York
$1.34M -$46.2K -1,250 -3%
JWCA
594
J.W. Cole Advisors
Florida
$1.34M +$7.42K +201 +0.6%
WA
595
Wealth Alliance
New York
$1.33M +$23.5K +637 +2%
GRP
596
Global Retirement Partners
California
$1.33M +$115K +3,187 +9%
FAB
597
First American Bank
Illinois
$1.33M -$730K -19,778 -35%
GCM
598
Galibier Capital Management
Ontario, Canada
$1.32M -$554K -15,000 -30%
IBOK
599
Independence Bank of Kentucky
Kentucky
$1.31M -$79.4K -2,150 -6%
GAM
600
Gotham Asset Management
New York
$1.3M -$104K -2,819 -7%
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