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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 %
TD Asset Management
151
TD Asset Management
Ontario, Canada
$21.9M +$1.05M +28,340 +5%
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$21.8M -$217K -5,859 -1%
BIP
153
Brandes Investment Partners
California
$21.7M +$4.36M +118,043 +25%
IP
154
Interval Partners
New York
$21M +$18.6M +505,047 +784%
PAS
155
Professional Advisory Services
Florida
$20.7M +$95.7K +2,591 +0.5%
WMSA
156
Weiss Multi-Strategy Advisers
New York
$20.6M +$8.43M +228,351 +69%
AWM
157
AE Wealth Management
Kansas
$19.9M -$368K -9,715 -2%
Cerity Partners
158
Cerity Partners
New York
$19.7M +$906K +24,551 +5%
SDIC
159
South Dakota Investment Council
South Dakota
$19.6M -$794K -21,500 -4%
ACM
160
Aquatic Capital Management
Illinois
$19.5M +$19.5M +529,000 New
Asset Management One
161
Asset Management One
Japan
$19.5M -$666K -17,855 -3%
Hudson Bay Capital Management
162
Hudson Bay Capital Management
Connecticut
$19.4M +$19.4M +525,000 New
BCM
163
Basswood Capital Management
New York
$18.3M +$18.3M +496,045 New
DRZID
164
DePrince Race & Zollo Inc (DRZ)
Florida
$17.9M -$4.83M -130,726 -21%
UIM
165
USS Investment Management
United Kingdom
$17.6M -$993K -26,899 -5%
MIM
166
Montgomery Investment Management
Maryland
$17.2M – – –
DC
167
Davenport & Co
Virginia
$17.1M +$3.88M +104,986 +29%
LIP
168
Lighthouse Investment Partners
Florida
$16.9M +$16.4M +443,079 +3,224%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$1.65M +44,668 +11%
SF
170
Synovus Financial
Georgia
$16.5M +$181K +4,904 +1%
Walleye Capital
171
Walleye Capital
New York
$16.1M +$16.1M +435,020 New
US Bancorp
172
US Bancorp
Minnesota
$16M -$1.52M -41,163 -9%
Marshall Wace
173
Marshall Wace
United Kingdom
$16M -$8.37M -226,594 -34%
Comerica Bank
174
Comerica Bank
Texas
$16M -$508K -13,761 -3%
CFIA
175
Cantor Fitzgerald Investment Advisors
New York
$15.8M +$15.8M +427,487 New
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