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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 %
EARNEST Partners
1451
EARNEST Partners
Georgia
– -$21.3K -745 Closed
LTI
1452
Laffer Tengler Investments
Tennessee
– -$20.7K -724 Closed
AAF
1453
Andra AP-fonden
Sweden
– -$20K -700 Closed
GFPC
1454
Global Financial Private Client
Florida
– -$16.6K -602 Closed
WWP
1455
WR Wealth Planners
Missouri
– -$9.63K -336 Closed
TFGT
1456
TS Financial Group (TSFG)
Illinois
– -$9K -303 Closed
BAAM
1457
Baker Avenue Asset Management
California
– -$8.5K -297 Closed
GJIA
1458
Glass Jacobson Investment Advisors
Maryland
– -$8.35K -292 Closed
FCMT
1459
Founders Capital Management (Texas)
Texas
– -$6.44K -225 Closed
TJHA
1460
Thomas J. Herzfeld Advisors
Florida
– -$6.29K -220 Closed
SWA
1461
SOA Wealth Advisors
New York
– -$5.72K -200 Closed
WFA
1462
West Financial Advisors
Iowa
– -$3.98K -139 Closed
CA
1463
Centerpoint Advisors
Massachusetts
– -$4K -136 Closed
OCM
1464
Orion Capital Management
California
– -$3.69K -129 Closed
CT
1465
Cambridge Trust
Massachusetts
– -$3.23K -113 Closed
TC
1466
Truvestments Capital
Florida
– -$2.26K -79 Closed
ACA
1467
Atlas Capital Advisors
Wyoming
– -$1.95K -68 Closed
FRA
1468
Front Row Advisors
California
– -$1.57K -55 Closed
BWS
1469
Buck Wealth Strategies
Colorado
– -$1.57K -55 Closed
ECM
1470
Estabrook Capital Management
New York
– -$1.52K -53 Closed
JFA
1471
JNBA Financial Advisors
Minnesota
– -$1.2K -42 Closed
PP
1472
PrairieView Partners
Minnesota
– -$1K -37 Closed
PCTC
1473
Perkins Coie Trust Company
Washington
– -$514 -18 Closed
VAG
1474
VisionPoint Advisory Group
Texas
– -$486 -17 Closed
CCP
1475
Carmel Capital Partners
California
– -$86 -3 Closed
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