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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 %
THWM
926
Taylor Hoffman Wealth Management
Virginia
$394K -$15.3K -415 -4%
SFP
927
Shepherd Financial Partners
Massachusetts
$394K -$485K -13,149 -55%
YCG
928
Yeomans Consulting Group
Georgia
$389K +$389K +10,548 New
FFN
929
Focus Financial Network
Minnesota
$385K +$385K +10,417 New
CNBT
930
Canandaigua National Bank & Trust
New York
$383K -$3.29K -89 -0.9%
SP
931
Successful Portfolios
Florida
$381K +$258 +7 +0.1%
VNA
932
Valley National Advisers
Pennsylvania
$381K -$1.47M -39,811 -79%
VP
933
Verum Partners
North Carolina
$380K -$38.7K -1,047 -9%
FFM
934
Forum Financial Management
Illinois
$380K -$15.4K -416 -4%
PCIA
935
Prime Capital Investment Advisors
Kansas
$379K +$379K +10,271 New
MC
936
Machina Capital
France
$378K +$378K +10,230 New
PI
937
Pettee Investors
Connecticut
$376K -$900K -24,379 -71%
EP
938
Eudaimonia Partners
Tennessee
$376K -$100K -2,710 -21%
CCT
939
Capital City Trust
Florida
$376K +$5.91K +160 +2%
NDSI
940
Newman Dignan & Sheerar Inc
Rhode Island
$375K +$375K +10,144 New
CA
941
Calton & Associates
Florida
$374K +$374K +10,143 New
CCG
942
Cypress Capital Group
Florida
$373K +$9.12K +247 +3%
CF
943
Centaurus Financial
California
$372K +$10.2K +277 +3%
FWM
944
ForthRight Wealth Management
Georgia
$372K -$2.25K -61 -0.6%
FIM
945
Freedom Investment Management
Connecticut
$372K +$372K +10,068 New
GLA
946
Good Life Advisors
Pennsylvania
$372K -$57.8K -1,566 -13%
MLA
947
My Legacy Advisors
Oregon
$371K +$371K +9,944 New
AAI
948
American Assets Inc
California
$369K – – –
STA
949
Summit Trail Advisors
New York
$369K +$2.51K +68 +0.7%
QWP
950
Quotient Wealth Partners
Texas
$368K +$368K +9,964 New
36 37
38
39 40