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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 %
ANBT
1351
American National Bank & Trust
Texas
$4.87K +$4.87K +132 New
NCM
1352
Northwest Capital Management
Oregon
$4.54K -$11.1K -301 -71%
CPG
1353
Cornerstone Planning Group
New Jersey
$4.54K – – –
GG
1354
Greenwood Gearhart
Arkansas
$4.06K +$4.06K +110 New
ODG
1355
O'Dell Group
Ohio
$4.03K +$4.03K +109 New
CMP
1356
Coston McIsaac & Partners
Maine
$4K – – –
AW
1357
Avion Wealth
Texas
$4K +$2.84K +86 +246%
DF
1358
Dunhill Financial
United Kingdom
$3.89K +$3.89K +105 New
PPWM
1359
PFG Private Wealth Management
Florida
$3.73K -$41.2K -1,117 -92%
GWSG
1360
GPS Wealth Strategies Group
Colorado
$3.69K – – –
Kayne Anderson Rudnick Investment Management
1361
Kayne Anderson Rudnick Investment Management
California
$3.54K +$3.51K +94 +9,400%
OP
1362
ORG Partners
Indiana
$3.52K -$11.3K -304 -76%
IWA
1363
IBEX Wealth Advisors
New Jersey
$3.39K +$3.39K +92 New
DIP
1364
DT Investment Partners
Pennsylvania
$3.36K – – –
OAJ
1365
Ogorek Anthony Joseph
New York
$3K -$454K -12,557 -99%
CTWM
1366
Cherry Tree Wealth Management
Minnesota
$2.88K – – –
TAM
1367
Tucker Asset Management
Colorado
$2.88K – – –
BHWM
1368
Beaird Harris Wealth Management
Texas
$2.7K +$2.7K +73 New
RAM
1369
Riggs Asset Management
Pennsylvania
$2.34K – – –
SWC
1370
Spectrum Wealth Counsel
Indiana
$2.22K +$2.22K +60 New
AA
1371
Ancora Advisors
Ohio
$2.22K – – –
FFA
1372
Frazier Financial Advisors
Ohio
$2.18K +$2.18K +59 New
FWM
1373
FSA Wealth Management
Massachusetts
$2K +$2K +62 New
FRA
1374
Frank Rimerman Advisors
California
$1.96K +$1.96K +53 New
DPW
1375
DiNuzzo Private Wealth
Pennsylvania
$1.96K +$1.96K +53 New
53 54
55
56 57