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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 %
BCP
601
Berkeley Capital Partners
Georgia
$1.3M -$203K -5,502 -13%
FSA
602
Financial Security Advisor
Virginia
$1.3M -$6.83K -185 -0.5%
FI
603
FJ Investments
Utah
$1.27M +$1.27M +34,500 New
PAS
604
Park Avenue Securities
New York
$1.27M -$113K -3,075 -8%
NERM
605
New England Research & Management
Illinois
$1.27M -$18.3K -495 -1%
MA
606
MCF Advisors
Kentucky
$1.25M -$1.7K -46 -0.1%
BO
607
Bank OZK
Arkansas
$1.22M -$7.83K -212 -0.6%
CNC
608
Citizens & Northern Corp
Pennsylvania
$1.21M -$568K -15,396 -32%
CB
609
CNB Bank
Pennsylvania
$1.21M -$85.5K -2,317 -7%
PMG
610
ProVise Management Group
Florida
$1.2M -$7.02K -190 -0.6%
SJIM
611
St. Johns Investment Management
Florida
$1.19M +$10.9K +296 +0.9%
SCA
612
Stonebridge Capital Advisors
Minnesota
$1.19M -$7.8M -211,327 -87%
IMRF
613
Illinois Municipal Retirement Fund
Illinois
$1.19M – – –
MW
614
MBL Wealth
North Carolina
$1.18M +$8.12K +220 +0.7%
AssetMark Inc
615
AssetMark Inc
California
$1.18M +$93.7K +2,538 +9%
CFB
616
Cullen/Frost Bankers
Texas
$1.18M -$3.34M -90,556 -74%
TFG
617
Taylor Financial Group
Virginia
$1.17M +$1.17M +31,798 New
FMWA
618
Forvis Mazars Wealth Advisors
Missouri
$1.15M -$187K -5,076 -14%
WP
619
WealthShield Partners
North Carolina
$1.14M +$1.33K +36 +0.1%
BWM
620
BCS Wealth Management
Tennessee
$1.13M -$67.6K -1,830 -6%
IC
621
IEQ Capital
California
$1.13M +$499K +13,508 +79%
BHCM
622
Brevan Howard Capital Management
Jersey
$1.13M +$1.13M +30,630 New
NB
623
Nicolet Bankshares
Wisconsin
$1.13M -$7.31K -198 -0.6%
FIA
624
Foundations Investment Advisors
Arizona
$1.13M +$120K +3,288 +12%
SM
625
Salzhauer Michael
$1.13M -$187K -5,063 -14%
23 24
25
26 27