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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 %
RFA
776
Register Financial Advisors
Georgia
$637K +$190K +5,147 +43%
CCM
777
Canal Capital Management
Virginia
$632K -$41.9K -1,136 -6%
BPWM
778
Badgley Phelps Wealth Managers
Washington
$630K +$630K +17,075 New
FCM
779
Fourpath Capital Management
Oklahoma
$629K -$32.2K -872 -5%
PTC
780
Private Trust Company
Ohio
$628K +$85.6K +2,318 +16%
GF
781
Gabelli Funds
New York
$628K – – –
Impax Asset Management Group
782
Impax Asset Management Group
United Kingdom
$628K +$628K +17,000 New
FSA
783
Franklin Street Advisors
North Carolina
$627K +$36.9K +1,000 +6%
PI
784
Putnam Investments
Massachusetts
$626K -$58.1K -1,574 -8%
IF
785
IRON Financial
Illinois
$626K -$29.6K -802 -5%
EDRH
786
Edmond de Rothschild Holding
Switzerland
$625K -$126K -3,407 -17%
MAS
787
Meeder Advisory Services
Ohio
$625K +$115K +3,103 +22%
EIA
788
Eastover Investment Advisors
North Carolina
$625K – – –
PVI
789
Pine Valley Investments
New Jersey
$623K -$62.7K -1,697 -9%
CCM
790
Coldstream Capital Management
Washington
$622K +$49.4K +1,337 +9%
PPC
791
Park Place Capital
Alabama
$622K -$83.9K -2,272 -12%
LCM
792
Leisure Capital Management
California
$621K -$210K -5,684 -25%
WCAMG
793
Woodard & Company Asset Management Group
North Carolina
$620K – – –
WI
794
WBI Investments
New Jersey
$615K -$45K -1,218 -7%
RMC
795
Resources Management Corp
Connecticut
$613K – – –
DCM
796
Dudley Capital Management
Virginia
$609K – – –
AIM
797
Aigen Investment Management
New York
$604K -$228K -6,175 -27%
AWM
798
Atticus Wealth Management
Florida
$587K -$21.7K -588 -4%
FCA
799
FLC Capital Advisors
California
$586K +$738 +20 +0.1%
SWA
800
Stratos Wealth Advisors
Ohio
$586K -$15.1K -410 -3%
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