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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 %
MYLI
1426
Meiji Yasuda Life Insurance
Japan
– -$343K -12,000 Closed
LOAMS
1427
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$340K -11,901 Closed
GSC
1428
Grey Street Capital
Illinois
– -$297K -10,385 Closed
GIA
1429
Guyasuta Investment Advisors
Pennsylvania
– -$284K -9,942 Closed
MS
1430
Maven Securities
Jersey
– -$268K -9,360 Closed
ESB
1431
Essex Savings Bank
Connecticut
– -$260K -9,083 Closed
WP
1432
Waycross Partners
Kentucky
– -$257K -9,000 Closed
PWP
1433
Phillips Wealth Planners
Mississippi
– -$219K -7,791 Closed
QFA
1434
Quantum Financial Advisors
California
– -$221K -7,722 Closed
SIM
1435
Sentry Investment Management
Wisconsin
– -$221K -7,709 Closed
SFM
1436
Systematic Financial Management
New Jersey
– -$219K -7,659 Closed
TFS
1437
Thoroughbred Financial Services
Tennessee
– -$218K -7,644 Closed
FMC
1438
First Merchants Corp
Indiana
– -$217K -7,592 Closed
ESCM
1439
Echo Street Capital Management
New York
– -$211K -7,385 Closed
DDPIC
1440
Deroy & Devereaux Private Investment Counsel
Michigan
– -$204K -7,137 Closed
KIA
1441
KCM Investment Advisors
California
– -$203K -7,100 Closed
CCM
1442
Cutler Capital Management
Massachusetts
– -$203K -7,084 Closed
NFA
1443
Northern Financial Advisors
Michigan
– -$202K -7,059 Closed
BS
1444
Bessemer Securities
New York
– -$199K -6,966 Closed
RTC
1445
Riverview Trust Company
Washington
– -$161K -5,627 Closed
WPWM
1446
Western Pacific Wealth Management
Illinois
– -$81.3K -2,840 Closed
IAS
1447
IMA Advisory Services
Colorado
– -$56.1K -1,961 Closed
LAS
1448
LWM Advisory Services
Florida
– -$43.9K -1,536 Closed
AWA
1449
Authentikos Wealth Advisory
California
– -$35.8K -1,251 Closed
LWCFA
1450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$32.8K -1,096 Closed
56 57
58
59 60