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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 %
PCM
1101
Princeton Capital Management
New Jersey
$233K +$233K +6,299 New
BHPW
1102
Beverly Hills Private Wealth
California
$232K -$126K -3,403 -35%
UCB
1103
United Community Bank
South Carolina
$232K +$145K +3,939 +168%
PI
1104
PFG Investments
New York
$232K -$31.3K -847 -12%
RPA
1105
Rock Point Advisors
Vermont
$231K +$231K +6,250 New
WPC
1106
Wedmont Private Capital
Pennsylvania
$230K +$230K +6,048 New
1IA
1107
1620 Investment Advisors
Massachusetts
$229K -$39.2K -1,063 -15%
CSWM
1108
Cassady Schiller Wealth Management
Ohio
$228K – – –
SC
1109
Scotia Capital
Ontario, Canada
$227K +$227K +6,140 New
RIG
1110
RiverFront Investment Group
Virginia
$226K +$226K +6,113 New
BHBT
1111
Burke & Herbert Bank & Trust
Virginia
$226K +$226K +6,113 New
FWM
1112
Fonville Wealth Management
Virginia
$225K +$225K +6,105 New
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$225K +$225K +6,093 New
HNWAG
1114
High Net Worth Advisory Group
Florida
$224K +$224K +6,067 New
HT
1115
Headlands Technologies
Illinois
$223K +$199K +5,379 +810%
WWM
1116
Whalen Wealth Management
Nevada
$223K +$223K +6,043 New
MSFS
1117
Main Street Financial Solutions
Pennsylvania
$222K -$52.5K -1,423 -19%
CS
1118
Capital Square
Tennessee
$221K +$221K +5,984 New
CFG
1119
Citizens Financial Group
Rhode Island
$220K +$220K +5,962 New
AA
1120
AlphaMark Advisors
Kentucky
$220K -$2.88K -78 -1%
CFO
1121
CVA Family Office
Colorado
$219K +$219K +5,939 New
RBC
1122
Romano Brothers & Co
Illinois
$219K +$219K +5,925 New
CWM
1123
Curi Wealth Management
North Carolina
$218K +$218K +5,914 New
PWP
1124
Precedent Wealth Partners
Texas
$218K +$218K +5,914 New
KFC
1125
Klingenstein Fields & Co
New York
$218K +$218K +5,912 New
43 44
45
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