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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 %
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$1.12M -$96.5K -2,615 -8%
TMAM
627
Tokio Marine Asset Management
Japan
$1.12M – – –
MA
628
Mutual Advisors
Nebraska
$1.12M +$156K +4,221 +16%
CIA
629
Concurrent Investment Advisors
Florida
$1.11M +$1.11M +30,049 New
FTDI
630
First Trust Direct Indexing
Massachusetts
$1.11M +$497K +13,462 +82%
BFG
631
Bleakley Financial Group
New Jersey
$1.1M +$63.9K +1,731 +6%
JIP
632
Jaffetilchin Investment Partners
Florida
$1.1M -$21.8K -590 -2%
HH
633
Hilltop Holdings
Texas
$1.1M +$4.91K +133 +0.4%
SS
634
Simplicity Solutions
Minnesota
$1.1M +$60.7K +1,643 +6%
SWM
635
Spire Wealth Management
Virginia
$1.09M +$24.6K +657 +2%
ACL
636
Applied Capital LLC
Florida
$1.08M +$40.6K +1,100 +4%
LBC
637
Lowe Brockenbrough & Co
Virginia
$1.08M -$49.2K -1,333 -4%
Carson Wealth (CWM LLC)
638
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$121K +3,264 +13%
FFA
639
Founders Financial Alliance
North Carolina
$1.07M +$40.6K +1,101 +4%
XSC
640
X-Square Capital
Puerto Rico
$1.07M -$261K -7,063 -20%
SSWM
641
Smith Salley Wealth Management
North Carolina
$1.06M +$239K +6,463 +29%
GWA
642
Gratus Wealth Advisors
Virginia
$1.06M +$1.06M +28,796 New
DIP
643
Davis Investment Partners
North Carolina
$1.06M – – –
VFA
644
Voya Financial Advisors
Connecticut
$1.05M -$37.1K -994 -3%
VI
645
Vestcor Inc
New Brunswick, Canada
$1.05M -$10.9K -296 -1%
IWA
646
Icon Wealth Advisors
Texas
$1.05M +$1.05M +28,340 New
JCM
647
Jacobi Capital Management
Pennsylvania
$1.05M -$32.5K -880 -3%
IAIM
648
International Assets Investment Management
Florida
$1.05M -$70.2K -1,902 -6%
MNBTD
649
Moody National Bank Trust Division
Texas
$1.04M -$1.07M -28,994 -51%
DAC
650
Dividend Assets Capital
South Carolina
$1.03M -$39.3K -1,065 -4%
24 25
26
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