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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 %
LW
301
Linscomb Wealth
Texas
$5.8M -$38.4K -988 -0.7%
NA
302
NewEdge Advisors
Louisiana
$5.75M +$17.2K +444 +0.3%
Robeco Institutional Asset Management
303
Robeco Institutional Asset Management
Netherlands
$5.68M -$884K -22,752 -13%
WCM
304
Whitener Capital Management
North Carolina
$5.66M -$164K -4,225 -3%
SOADOR
305
State of Alaska Department of Revenue
Alaska
$5.65M +$32.2K +830 +0.6%
ZB
306
Zions Bancorporation
Utah
$5.65M -$158K -4,063 -3%
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$5.65M +$525K +13,509 +10%
CT
308
Colonial Trust
South Carolina
$5.65M +$4.15M +106,773 +277%
RJT
309
Raymond James Trust
Florida
$5.64M -$19.6K -505 -0.3%
ABC
310
Associated Banc-Corp
Wisconsin
$5.61M -$39.2K -1,009 -0.7%
OC
311
Oppenheimer & Co
New York
$5.56M +$316K +8,126 +6%
SI
312
Stephens Inc
Arkansas
$5.4M +$38.5K +992 +0.7%
AAS
313
Avantax Advisory Services
Texas
$5.39M +$755K +19,428 +16%
BA
314
Baugh & Associates
Georgia
$5.39M +$485K +11,993 +10%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$5.32M +$969K +24,936 +22%
PPW
316
Parcion Private Wealth
Washington
$5.26M +$505 +13 +0%
DSA
317
Davis Selected Advisers
Arizona
$5.24M – – –
AI
318
Atria Investments
North Carolina
$5.15M +$208K +5,365 +4%
HCM
319
Huber Capital Management
California
$5.11M -$823K -21,189 -14%
Allianz Asset Management
320
Allianz Asset Management
Germany
$5.1M +$699K +18,004 +16%
FDP
321
Financiere des Professionnels
Quebec, Canada
$5.08M +$37K +935 +0.7%
CIA
322
Concurrent Investment Advisors
Florida
$5.05M +$3.62M +93,203 +253%
TI
323
tru Independence
Oregon
$5.04M -$124K -3,191 -2%
DIA
324
Dana Investment Advisors
Wisconsin
$5.01M -$355K -9,148 -7%
Simplex Trading
325
Simplex Trading
Illinois
$5.01M -$1.58M -40,803 -24%
11 12
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