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 %
CAL
1176
Capital Analysts LLC
Pennsylvania
$141K +$4.62K +125 +3%
TFA
1177
Toth Financial Advisory
Virginia
$140K +$4.06K +110 +3%
AWM
1178
Avior Wealth Management
Nebraska
$139K -$62.2K -1,686 -31%
WT
1179
Washington Trust
Rhode Island
$138K -$41.2K -1,116 -23%
AFS
1180
Annapolis Financial Services
Maryland
$137K -$92.4K -2,503 -40%
CI Investments Inc
1181
CI Investments Inc
Ontario, Canada
$137K -$5.87K -159 -4%
TFA
1182
Transamerica Financial Advisors
Florida
$136K -$23.7K -640 -15%
TF
1183
Tompkins Financial
New York
$135K +$24K +650 +22%
AA
1184
Alta Advisers
United Kingdom
$133K – – –
DMBA
1185
Deseret Mutual Benefit Administrators
Utah
$131K -$16.6K -450 -11%
WPA
1186
West Paces Advisors
Georgia
$128K -$29.2K -790 -19%
FFA
1187
Farther Finance Advisors
California
$126K +$32.7K +886 +35%
RIM
1188
Rakuten Investment Management
Japan
$123K +$123K +3,296 New
MCM
1189
MV Capital Management
Maryland
$119K -$48K -1,300 -29%
CSC
1190
Caldwell Sutter Capital
California
$118K +$18.2K +494 +18%
WTA
1191
Washington Trust Advisors
Massachusetts
$117K – – –
BWAM
1192
Boyd Watterson Asset Management
Ohio
$116K -$665 -18 -0.6%
First Manhattan
1193
First Manhattan
New York
$113K -$7.61K -206 -6%
EC
1194
EdgeRock Capital
Colorado
$111K +$111K +3,023 New
BGAI
1195
Bruce G. Allen Investments
Colorado
$111K +$111K +3,007 New
FPB
1196
First PREMIER Bank
South Dakota
$111K +$29.8K +806 +37%
WSC
1197
Wellington Shields & Co
New York
$111K – – –
LS
1198
Livforsakringsbolaget Skandia
Sweden
$108K +$41.8K +1,133 +63%
PS
1199
Planned Solutions
California
$108K +$108K +2,920 New
GI
1200
Gradient Investments
Minnesota
$107K +$5.21K +141 +5%
46 47
48
49 50