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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 %
HCM
1126
Hodges Capital Management
Texas
$218K +$218K +5,908 New
LC
1127
Lindbrook Capital
California
$218K +$115K +3,121 +112%
AAM
1128
Augustine Asset Management
Florida
$216K -$131K -3,558 -38%
SCA
1129
Southern Capital Advisors
Tennessee
$216K +$216K +5,840 New
FAM
1130
Formidable Asset Management
Ohio
$215K +$215K +5,828 New
DOA
1131
D'Orazio & Associates
Virginia
$212K +$212K +5,752 New
SWIG
1132
Strategic Wealth Investment Group
Kentucky
$212K +$212K +5,737 New
BWM
1133
Baron Wealth Management
Michigan
$211K +$211K +5,713 New
PMSA
1134
Patrick M. Sweeney & Associates
Illinois
$211K +$211K +5,705 New
CA
1135
CSM Advisors
Pennsylvania
$210K -$48K -1,300 -19%
NRA
1136
NSI Retail Advisors
Pennsylvania
$210K -$48K -1,300 -19%
DI
1137
Diligent Investors
California
$209K +$209K +5,670 New
OAM
1138
Occidental Asset Management
California
$209K -$49.1K -1,331 -19%
GL
1139
Graypoint LLC
New York
$209K +$209K +5,650 New
MWA
1140
Muirfield Wealth Advisors
North Carolina
$209K +$209K +5,650 New
C
1141
Certuity
Florida
$208K +$208K +5,636 New
CCB
1142
Country Club Bank
Missouri
$207K +$207K +5,550 New
DFG
1143
Delta Financial Group
New Jersey
$205K +$205K +5,546 New
OFG
1144
Oxford Financial Group
Indiana
$205K +$205K +5,549 New
CCT
1145
Chemung Canal Trust
New York
$204K -$69.6K -1,886 -25%
FA
1146
Faithward Advisors
Pennsylvania
$204K +$204K +5,634 New
QCG
1147
Quadrant Capital Group
Ohio
$204K -$63.6K -1,723 -24%
CM
1148
Cornerstone Management
Georgia
$204K +$204K +5,521 New
LI
1149
LMCG Investments
Massachusetts
$203K +$203K +5,495 New
BA
1150
Ballew Advisors
Mississippi
$203K +$203K +5,602 New
44 45
46
47 48