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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 %
WEG
1151
World Equity Group
Illinois
$202K +$202K +5,481 New
C
1152
Covestor
United Kingdom
$202K +$18.8K +512 +10%
NRG
1153
Nemes Rush Group
Michigan
$202K -$48.8K -1,321 -19%
A
1154
AJOVista
Massachusetts
$199K +$199K +5,392 New
CHA
1155
Carmichael Hill & Associates
Maryland
$199K -$7.75K -210 -4%
ADL
1156
Asset Dedication LLC
California
$195K -$119K -3,250 -38%
CWC
1157
Carolinas Wealth Consulting
North Carolina
$193K -$17.4K -472 -8%
CWM
1158
CarsonAllaria Wealth Management
Illinois
$188K +$13.4K +362 +8%
HI
1159
Harbour Investments
Wisconsin
$185K +$1.55K +42 +0.8%
CIA
1160
Cape Investment Advisory
Georgia
$182K +$3.47K +94 +2%
FFA
1161
First Foundation Advisors
California
$176K +$176K +4,764 New
HB
1162
Horizon Bancorp
Indiana
$175K +$958 +26 +0.6%
SIS
1163
Sound Income Strategies
Florida
$174K -$3.33M -90,132 -95%
SS
1164
Sunbelt Securities
Texas
$174K +$997 +27 +0.6%
TWC
1165
TD Waterhouse Canada
Ontario, Canada
$171K +$36.5K +959 +27%
AGWCA
1166
Annis Gardner Whiting Capital Advisors
Florida
$163K -$23.2K -629 -12%
HFM
1167
Hartford Financial Management
Connecticut
$162K -$5.76K -156 -3%
AT
1168
Arlington Trust
Alabama
$162K +$156K +4,237 +2,882%
CM
1169
Caption Management
Oklahoma
$161K -$2.52M -68,361 -94%
MFC
1170
Mechanics Financial Corp
Ohio
$160K +$11.1K +300 +7%
CP
1171
Castleview Partners
Texas
$159K +$35.7K +966 +29%
CBT
1172
Central Bank & Trust
Kentucky
$159K -$44.7K -1,210 -22%
BG
1173
Bollard Group
Massachusetts
$153K +$2.43K +66 +2%
ACA
1174
American Capital Advisory
Idaho
$149K +$149K +4,026 New
RFA
1175
Resurgent Financial Advisors
Georgia
$143K -$61.4K -1,662 -30%
45 46
47
48 49