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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 %
NL
1376
NVWM LLC
Pennsylvania
$1.88K +$1.88K +50 New
ETC
1377
Exchange Traded Concepts
Oklahoma
$1.81K -$74 -2 -4%
AA
1378
Addison Advisors
Vermont
$1.7K – – –
CCM
1379
Chilton Capital Management
Texas
$1.66K -$665 -18 -29%
WWM
1380
Wolff Wiese Magana
California
$1.48K +$1.48K +40 New
UFF
1381
USA Financial Formulas
Michigan
$1.29K +$111 +3 +9%
LWA
1382
Lowe Wealth Advisors
Maryland
$1.11K – – –
Lazard Asset Management
1383
Lazard Asset Management
New York
$1K – – –
HGERS
1384
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +49 New
TFM
1385
TFC Financial Management
Massachusetts
$887 -$111 -3 -11%
CAM
1386
ClariVest Asset Management
California
$709 -$112 -3 -14%
APW
1387
Atlantic Private Wealth
North Carolina
$554 – – –
DFA
1388
DHJJ Financial Advisors
Illinois
$370 – – –
DWA
1389
Delos Wealth Advisors
Texas
$370 – – –
DWM
1390
Dogwood Wealth Management
Kansas
$9 – – –
Two Sigma Investments
1391
Two Sigma Investments
New York
– -$90M -3,145,294 Closed
Renaissance Technologies
1392
Renaissance Technologies
New York
– -$53.8M -1,879,217 Closed
Two Sigma Advisers
1393
Two Sigma Advisers
New York
– -$28.7M -1,001,900 Closed
CSS
1394
Cubist Systematic Strategies
Connecticut
– -$19.4M -676,476 Closed
CF
1395
Cantor Fitzgerald
New York
– -$12.8M -447,135 Closed
CF
1396
Clarity Financial
Texas
– -$8.95M -312,930 Closed
OFCM
1397
One Fin Capital Management
California
– -$8.01M -280,000 Closed
Tudor Investment Corp
1398
Tudor Investment Corp
Connecticut
– -$6.72M -235,053 Closed
RRAM
1399
River Road Asset Management
Kentucky
– -$5.92M -206,770 Closed
APM
1400
Advanced Portfolio Management
New York
– -$5.29M -185,000 Closed
54 55
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