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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 %
CWG
351
Cornerstone Wealth Group
North Carolina
$5.47M +$175K +4,045 +3%
MSU
352
Mizuho Securities USA
New York
$5.46M +$1.69M +38,983 +45%
O
353
Ossiam
France
$5.42M +$3.48M +80,171 +179%
CTA
354
Chesley Taft & Associates
Illinois
$5.4M – – –
WCM
355
Whitener Capital Management
North Carolina
$5.35M -$719K -16,576 -12%
LIM
356
Loudon Investment Management
New Hampshire
$5.33M -$26K -600 -0.5%
UCMOK
357
United Capital Management of KS
Kansas
$5.3M +$481K +11,078 +10%
VPIM
358
Vanguard Personalized Indexing Management
California
$5.29M +$188K +4,326 +4%
Mackenzie Financial
359
Mackenzie Financial
Ontario, Canada
$5.23M +$248K +5,727 +5%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$5.2M -$226K -5,210 -4%
HWM
361
HB Wealth Management
Georgia
$5.18M +$648K +14,934 +14%
BCCM
362
Bridge Creek Capital Management
Massachusetts
$5.07M -$120K -2,770 -2%
Wellington Management Group
363
Wellington Management Group
Massachusetts
$5.07M -$6.53M -150,616 -56%
FM
364
Freemont Management
Switzerland
$5.07M +$2.53M +58,400 +100%
IC
365
IEQ Capital
California
$5.04M +$2.49M +57,429 +98%
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$4.94M -$32.5K -750 -0.7%
GAM
367
Griffin Asset Management
New York
$4.81M +$477 +11 +0%
PP
368
Patten & Patten
Tennessee
$4.76M -$349K -8,040 -7%
MMA
369
Mizuho Markets Americas
New York
$4.73M +$4.73M +109,000 New
LG
370
LaFleur & Godfrey
Michigan
$4.69M +$203K +4,670 +5%
FCBT
371
First Citizens Bank & Trust
North Carolina
$4.65M -$209K -4,815 -4%
Nordea Investment Management
372
Nordea Investment Management
Sweden
$4.64M -$121M -2,789,286 -96%
KCM
373
Kempner Capital Management
Texas
$4.63M -$815K -18,791 -15%
SAM
374
Sompo Asset Management
Japan
$4.62M +$1.83M +42,295 +66%
Allianz Asset Management
375
Allianz Asset Management
Germany
$4.58M -$925K -21,318 -17%
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