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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
20.68%
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 %
MA
326
Montag & Associates
Georgia
$6.6M -$118K -2,725 -2%
ASN
327
Advisory Services Network
Georgia
$6.57M -$1.24M -28,470 -16%
DWM
328
Dakota Wealth Management
Florida
$6.57M +$59.8K +1,378 +0.9%
SOADOR
329
State of Alaska Department of Revenue
Alaska
$6.57M -$183K -4,215 -3%
LW
330
Linscomb Wealth
Texas
$6.47M +$1.17K +27 +0%
DSA
331
Davis Selected Advisers
Arizona
$6.31M +$353K +8,141 +6%
Focus Partners Wealth
332
Focus Partners Wealth
Massachusetts
$6.2M -$148K -3,417 -2%
JPWM
333
Jamison Private Wealth Management
Georgia
$6.18M +$345K +7,964 +6%
PPW
334
Parcion Private Wealth
Washington
$6.16M +$7.11K +164 +0.1%
ABC
335
Associated Banc-Corp
Wisconsin
$6.14M +$20.3K +467 +0.3%
CL
336
Choreo LLC
Illinois
$6.12M -$1.57M -36,263 -20%
Mirae Asset Global Investments
337
Mirae Asset Global Investments
South Korea
$5.92M +$1.43M +32,854 +32%
VIM
338
Vinva Investment Management
Australia
$5.89M -$810K -18,666 -12%
DIA
339
Dana Investment Advisors
Wisconsin
$5.89M +$146K +3,371 +3%
OC
340
Oppenheimer & Co
New York
$5.87M +$94.7K +2,184 +2%
HPG
341
Harvest Portfolios Group
Ontario, Canada
$5.86M -$15.4K -356 -0.3%
AI
342
Atria Investments
North Carolina
$5.8M +$241K +5,554 +4%
CIA
343
Concurrent Investment Advisors
Florida
$5.74M -$46.6K -1,075 -0.8%
EMPI
344
Elo Mutual Pension Insurance
Finland
$5.72M -$343K -7,901 -6%
BA
345
Baugh & Associates
Georgia
$5.67M +$3.14K +75 +0.1%
SI
346
Stephens Inc
Arkansas
$5.64M -$128K -2,945 -2%
Pacer Advisors
347
Pacer Advisors
Pennsylvania
$5.63M +$1.3M +30,041 +30%
MF
348
Magnetar Financial
Illinois
$5.62M +$216K +4,986 +4%
SCM
349
Shelton Capital Management
Colorado
$5.58M -$49.4K -1,139 -0.9%
AWA
350
Arkadios Wealth Advisors
Georgia
$5.49M +$672K +15,501 +14%
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