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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 %
AF
651
Ally Financial
Michigan
$1.03M – – –
HAI
652
Hennessy Advisors Inc
California
$1.03M +$295K +8,000 +40%
BJL
653
Brighton Jones LLC
Washington
$1.02M +$92.3K +2,501 +10%
PAMG
654
Patton Albertson Miller Group
Tennessee
$1.02M -$86.9K -2,354 -8%
WANY
655
Wealthspire Advisors (New York)
New York
$1.02M -$142K -3,856 -12%
FNB
656
Farmers National Bank
Kentucky
$1.01M -$119K -3,210 -10%
CAG
657
Csenge Advisory Group
Florida
$1.01M -$47.7K -1,291 -5%
MS
658
Madden Securities
Texas
$1.01M +$94.3K +2,555 +10%
RA
659
RFG Advisory
Alabama
$1.01M -$16.1K -437 -2%
FL
660
Fourthstone LLC
Missouri
$1M -$604K -16,370 -38%
SC
661
SouthState Corp
Florida
$998K -$95.4K -2,584 -9%
KLCM
662
KG&L Capital Management
Louisiana
$995K -$49.7K -1,347 -5%
Nomura Holdings
663
Nomura Holdings
Japan
$993K +$993K +26,894 New
OIA
664
OneDigital Investment Advisors
Kansas
$977K +$55.7K +1,509 +6%
UBV
665
United Bank (Virginia)
Virginia
$974K – – –
P
666
&Partners
Tennessee
$974K +$223K +6,050 +30%
TCOTS
667
Trust Company of the South
North Carolina
$963K +$963K +26,078 New
RC
668
RBF Capital
California
$956K – – –
IWC
669
Integrated Wealth Concepts
Massachusetts
$953K -$1.85M -50,161 -66%
TIAA Trust, National Association
670
TIAA Trust, National Association
North Carolina
$947K +$322K +8,725 +52%
LTAS
671
Linden Thomas Advisory Services
North Carolina
$946K +$28.1K +761 +3%
CMANY
672
Capital Management Associates (New York)
New York
$945K +$329K +8,907 +53%
PA
673
Profund Advisors
Maryland
$943K +$220K +5,948 +30%
ITC
674
Inspire Trust Company
Nevada
$936K +$936K +25,357 New
SVWAG
675
Sound View Wealth Advisors Group
Georgia
$929K -$96.9K -2,624 -9%
25 26
27
28 29