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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 %
MSG
1226
Main Street Group
Virginia
$72.2K +$72.2K +1,956 New
UM
1227
UniSuper Management
Australia
$71.4K +$71.4K +1,935 New
PB
1228
Pinnacle Bancorp
Nebraska
$71K +$3.69K +100 +5%
CAL
1229
Capital Advisors Ltd
Ohio
$71K -$2.32K -63 -3%
Loomis, Sayles & Company
1230
Loomis, Sayles & Company
Massachusetts
$70K -$440 -12 -0.6%
AF
1231
Advisornet Financial
Minnesota
$69K -$29.9K -811 -30%
PCA
1232
Providence Capital Advisors
North Carolina
$68.6K – – –
CT
1233
Clearstead Trust
Maine
$68.2K – – –
QC
1234
Quent Capital
New York
$66.3K -$18.8K -510 -22%
PIS
1235
POM Investment Strategies
North Carolina
$64.3K +$64.3K +1,741 New
HCM
1236
Highlander Capital Management
New Jersey
$62K – – –
CWM
1237
Cedar Wealth Management
California
$59.1K – – –
FFC
1238
First Financial Corp
Indiana
$58.6K – – –
SC
1239
Stephens Consulting
Michigan
$57.4K – – –
EA
1240
Evolution Advisers
Virginia
$57K +$18.9K +500 +50%
FUBT
1241
First United Bank & Trust
Maryland
$56.5K +$56.5K +1,529 New
NFSG
1242
Newbridge Financial Services Group
Florida
$55.4K -$74.4K -2,016 -57%
ORAM
1243
One River Asset Management
Connecticut
$54.2K -$75.1K -2,034 -58%
WAS
1244
Winch Advisory Services
Wisconsin
$52.2K +$480 +13 +0.9%
AF
1245
Arrow Financial
New York
$51.7K – – –
MIM
1246
Macroview Investment Management
Maryland
$51.3K -$591 -16 -1%
OIA
1247
Optimum Investment Advisors
Illinois
$50.6K – – –
GKIM
1248
GW&K Investment Management
Massachusetts
$50K -$4.75K -128 -9%
FMTCOCP
1249
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K +$11.9K +323 +32%
TCWA
1250
Turtle Creek Wealth Advisors
Texas
$48.6K +$48.6K +1,317 New
48 49
50
51 52