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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
$1.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$860M
3
Bank of America
Bank of America
North Carolina
$957M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$591M
5
State Street
State Street
Massachusetts
$2.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$233M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$202M
3
Norges Bank
Norges Bank
Norway
$308M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.61M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
1326
Fortis Group Advisors
New Jersey
$11.1K +$5.54K +150 +100%
TCG
1327
Transcendent Capital Group
Oklahoma
$11.1K +$11.1K +300 New
HFS
1328
Hantz Financial Services
Michigan
$11K -$5.04K -137 -31%
SIC
1329
SJS Investment Consulting
Ohio
$10.2K +$7.98K +216 +360%
SA
1330
Scarborough Advisors
Maryland
$9.3K +$9.3K +252 New
GTAM
1331
Global Trust Asset Management
Florida
$9.23K – – –
WIA
1332
Wetzel Investment Advisors
Indiana
$9K +$9K +241 New
AP
1333
Arlington Partners
Alabama
$8.82K +$3.4K +92 +63%
HIA
1334
Harbor Investment Advisory
Maryland
$8.64K +$2.47K +67 +40%
DJSG
1335
D.J. St. Germain
Massachusetts
$8.6K -$9.12K -247 -51%
RFG
1336
REAP Financial Group
Texas
$8.52K +$8.52K +231 New
LF
1337
Lee Financial
Texas
$8.23K +$5.28K +143 +179%
M
1338
MOTCO
Texas
$8.23K – – –
IHWM
1339
Iron Horse Wealth Management
Iowa
$8.2K +$7.38K +200 +909%
AIC
1340
Archer Investment Corporation
Indiana
$7.67K +$37 +1 +0.5%
S
1341
Sachetta
Massachusetts
$6.72K +$6.72K +182 New
HCM
1342
Hollencrest Capital Management
California
$6.2K – – –
POIA
1343
Pin Oak Investment Advisors
Texas
$6K – – –
MFA
1344
McClarren Financial Advisors
Pennsylvania
$6K +$38 +1 +0.6%
PCMC
1345
Planning Capital Management Corporation
Pennsylvania
$5.98K +$5.98K +162 New
KFI
1346
Key Financial Inc
Pennsylvania
$5.76K -$5.98K -162 -51%
GA
1347
GoalVest Advisory
New York
$5.35K +$5.35K +145 New
VWA
1348
Valued Wealth Advisors
Utah
$5.12K +$5.12K +179 New
SIA
1349
Sit Investment Associates
Minnesota
$5K – – –
FFO
1350
Fortitude Family Office
Arizona
$4.91K +$4.91K +133 New
52 53
54
55 56