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Truist Financial
TFC

Overview Fund Activity

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74B
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$177M
4
UBS AM
UBS AM
Illinois
$355M
5
JCM
Junto Capital Management
New York
$66.2M

Top Sellers

1
Barclays
Barclays
United Kingdom
$183M
2
Citadel Advisors
Citadel Advisors
Florida
$373M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Holocene Advisors
Holocene Advisors
New York
$282K
5
Morgan Stanley
Morgan Stanley
New York
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGP
276
Foyston, Gordon, & Payne
Ontario, Canada
$7.25M -$14.9K -384 -0.2%
BFM
277
Boothbay Fund Management
New York
$7.24M +$1.71M +44,075 +31%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$7.11M -$185K -4,768 -3%
OPTFSNA
279
Old Point Trust & Financial Services N A
Virginia
$7.06M -$450K -11,580 -6%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$7.02M +$62.4K +1,605 +0.9%
ASN
281
Advisory Services Network
Georgia
$6.99M +$2.51M +64,673 +56%
AOWM
282
Alpha Omega Wealth Management
Virginia
$6.98M +$44.5K +1,146 +0.6%
DT
283
Diversified Trust
Tennessee
$6.96M +$24.1K +621 +0.3%
BWL
284
Bogart Wealth LLC
Virginia
$6.57M +$2.03M +52,379 +45%
MOACM
285
Mutual of America Capital Management
New York
$6.56M -$238K -6,124 -4%
Parallax Volatility Advisers
286
Parallax Volatility Advisers
California
$6.55M -$2.2M -56,641 -25%
EI
287
Ethic Inc
New York
$6.53M -$2.25K -58 -0%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$6.45M +$97.7K +2,514 +2%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$6.39M -$820K -21,097 -11%
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$6.29M +$186K +4,786 +3%
ATC
291
Argent Trust Co
Tennessee
$6.19M -$120K -3,100 -2%
LIP
292
Lighthouse Investment Partners
Florida
$6.12M +$1.8M +46,387 +42%
ANTB
293
AMG National Trust Bank
Colorado
$6.11M +$52.6K +1,354 +0.9%
AAM
294
Advisors Asset Management
Colorado
$6.08M -$2.03M -52,177 -25%
NAM
295
Nissay Asset Management
Japan
$6.01M +$156K +4,012 +3%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$5.99M +$73.8K +1,930 +1%
MA
297
Montag & Associates
Georgia
$5.97M -$96.5K -2,483 -2%
KWM
298
Kingsview Wealth Management
Oregon
$5.86M +$2.95M +76,005 +102%
HPG
299
Harvest Portfolios Group
Ontario, Canada
$5.84M -$7.65K -197 -0.1%
CA
300
Cullinan Associates
Kentucky
$5.84M -$8.2K -211 -0.1%
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