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Truist Financial
TFC

Overview Fund Activity

1,554 hedge funds and large institutions have $42.4B invested in Truist Financial in 2024 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 583 increasing their positions, 594 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+89
Holders Change %
+6.08%
% of All Funds
20.69%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.23%
New
193
Increased
583
Reduced
594
Closed
84
Calls
$429M
Puts
$352M
Net Calls
+$76.3M
Net Calls Change
-$61.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$812M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
3
BlackRock
BlackRock
New York
+$215M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$69B
2
Dodge & Cox
Dodge & Cox
California
-$1.11B
3
Harris Associates
Harris Associates
Illinois
-$219M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$169M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$8.39M +$508K +11,702 +6%
EGM
277
Engineers Gate Manager
New York
$8.38M +$562K +12,946 +7%
LCM
278
Logan Capital Management
Pennsylvania
$8.26M +$58.5K +1,349 +0.7%
KAS
279
Kestra Advisory Services
Texas
$8.12M -$439K -10,124 -5%
SAM
280
Socorro Asset Management
Texas
$8.11M – – –
CPCPP
281
Canada Post Corporation Pension Plan
Canada
$7.94M +$7.94M +182,953 New
BCAM
282
Boston Common Asset Management
Massachusetts
$7.93M +$1.23M +28,290 +18%
Wealthfront Advisers
283
Wealthfront Advisers
California
$7.93M +$259K +5,976 +3%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$7.93M +$649K +14,968 +9%
YCM
285
Yousif Capital Management
Michigan
$7.91M -$260K -5,990 -3%
HCM
286
Huber Capital Management
California
$7.87M +$2.17M +50,000 +38%
M&T Bank
287
M&T Bank
New York
$7.86M -$146K -3,369 -2%
Janus Henderson Group
288
Janus Henderson Group
United Kingdom
$7.8M +$132K +3,042 +2%
DT
289
Diversified Trust
Tennessee
$7.77M -$23.5K -542 -0.3%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$7.76M -$184K -4,233 -2%
SSA
291
Schonfeld Strategic Advisors
New York
$7.71M -$1.8M -41,530 -19%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$7.68M +$492K +11,336 +7%
NAM
293
NTV Asset Management
West Virginia
$7.66M -$647K -14,905 -8%
IWA
294
IBEX Wealth Advisors
New Jersey
$7.63M +$6.82M +157,125 +842%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$7.61M +$522K +12,023 +7%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$7.5M +$630K +14,340 +9%
Mirae Asset Global ETFs Holdings
297
Mirae Asset Global ETFs Holdings
Hong Kong
$7.46M -$942K -21,724 -11%
CWP
298
Cyndeo Wealth Partners
Florida
$7.44M +$246K +5,682 +3%
UB
299
UMB Bank
Missouri
$7.43M +$6.6M +152,160 +796%
BMSSC
300
B. Metzler seel. Sohn & Co
Germany
$7.39M -$4.43M -102,035 -37%
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