TFC icon

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 %
MFP
1051
Meridian Financial Partners
Virginia
$275K +$275K +7,643 New
RIA
1052
Realta Investment Advisors
Delaware
$275K -$53.9K -1,460 -16%
VWM
1053
Venturi Wealth Management
Texas
$273K +$132K +3,572 +94%
GI
1054
GAMMA Investing
California
$272K +$272K +7,328 New
SIG
1055
Stonegate Investment Group
Alabama
$270K +$270K +7,315 New
LA
1056
LexAurum Advisors
Kansas
$270K -$62.8K -1,700 -19%
SWM
1057
Selective Wealth Management
Virginia
$270K -$27.8K -753 -9%
MFC
1058
Morris Financial Concepts
South Carolina
$269K – – –
BAM
1059
Belpointe Asset Management
Nevada
$267K +$267K +7,245 New
FH
1060
FWG Holdings
Florida
$266K +$266K +7,010 New
SWM
1061
Sugarloaf Wealth Management
Georgia
$265K +$61.4K +1,662 +30%
MPIA
1062
Mountain Pacific Investment Advisers
Idaho
$265K – – –
RCM
1063
Radnor Capital Management
Pennsylvania
$263K -$59K -1,601 -18%
WCA
1064
Westover Capital Advisors
Delaware
$261K +$148 +4 +0.1%
LWM
1065
LongView Wealth Management
Georgia
$260K +$260K +6,892 New
PIM
1066
Provident Investment Management
Michigan
$259K +$259K +7,025 New
MM
1067
MQS Management
New York
$258K +$258K +6,990 New
VF
1068
Virtu Financial
New York
$257K +$257K +6,954 New
AWM
1069
Avaii Wealth Management
Wisconsin
$255K -$43.9K -1,189 -15%
Los Angeles Capital Management
1070
Los Angeles Capital Management
California
$255K +$255K +6,901 New
ILI
1071
Invesco LLC (Illinois)
Illinois
$254K -$80.7K -2,186 -24%
DGAM
1072
Desjardins Global Asset Management
Quebec, Canada
$254K +$31.7K +859 +14%
BFO
1073
Biltmore Family Office
North Carolina
$254K -$66.5K -1,801 -21%
SEIA
1074
Signature Estate & Investment Advisors
California
$254K -$66.4K -1,800 -21%
TPI
1075
Trust Point Inc
Wisconsin
$253K +$253K +6,855 New
41 42
43
44 45