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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 %
CCP
826
Cassia Capital Partners
North Carolina
$538K -$171K -4,630 -24%
MC
827
Montag & Caldwell
Georgia
$538K – – –
FFO
828
Fiduciary Family Office
Florida
$533K +$533K +14,426 New
WC
829
Whitney & Co
New York
$532K -$4.76K -129 -0.9%
AWAG
830
ARS Wealth Advisors Group
Florida
$531K -$5.46M -147,868 -91%
CTI
831
Community Trust & Investment
Kentucky
$530K -$7.31K -198 -1%
SB
832
Strategic Blueprint
Georgia
$526K – – –
BFW
833
Brady Family Wealth
Missouri
$526K -$24.8K -671 -5%
BCV
834
Banque Cantonale Vaudoise
Switzerland
$525K -$735K -19,919 -58%
GT
835
Greenleaf Trust
Michigan
$524K +$30.9K +838 +6%
CI
836
Cigna Investments
Connecticut
$520K -$12.4K -335 -2%
SAM
837
Smartleaf Asset Management
Massachusetts
$519K +$519K +13,980 New
PH
838
Pinnacle Holdings
Oklahoma
$519K +$191K +5,180 +58%
PWM
839
Prosperity Wealth Management
California
$518K – – –
PCM
840
Prelude Capital Management
New York
$516K +$164K +4,453 +47%
CG
841
Cutler Group
California
$510K -$72.2K -1,959 -12%
SCM
842
Stevens Capital Management
Pennsylvania
$507K +$507K +13,729 New
AWG
843
Altus Wealth Group
Colorado
$507K +$116K +3,131 +30%
PIFP
844
Partners in Financial Planning
Virginia
$503K – – –
HWAM
845
Hennion & Walsh Asset Management
New Jersey
$497K -$616K -16,678 -55%
MMPW
846
Mitchell McLeod Pugh & Williams
Alabama
$490K -$72.3K -1,957 -13%
BFS
847
Bard Financial Services
Connecticut
$487K +$487K +13,200 New
NGA
848
Naples Global Advisors
Florida
$485K +$110K +2,983 +29%
SACTSONJ
849
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$485K – – –
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$484K -$4.62K -125 -0.9%
32 33
34
35 36