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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 %
SFA
401
Semmax Financial Advisors
North Carolina
$4.03M +$19.7K +423 +0.5%
D.E. Shaw & Co
402
D.E. Shaw & Co
New York
$4.02M -$3.9M -89,818 -49%
KRS
403
Kentucky Retirement Systems
Kentucky
$3.99M -$55K -1,268 -1%
WB
404
WesBanco Bank
West Virginia
$3.99M -$260K -5,999 -6%
AssetMark Inc
405
AssetMark Inc
California
$3.98M +$1.96M +45,235 +97%
ET
406
Equitable Trust
Tennessee
$3.97M -$249K -5,751 -6%
CA
407
Clearstead Advisors
Ohio
$3.94M -$32.2K -742 -0.8%
PI
408
PGGM Investments
Netherlands
$3.91M +$3.7M +85,281 +1,801%
ISB
409
Iowa State Bank
Iowa
$3.9M -$49K -1,130 -1%
AAM
410
Advisors Asset Management
Colorado
$3.87M -$250K -5,763 -6%
WG
411
Wealth Group
North Carolina
$3.84M -$18K -415 -0.5%
MIS
412
Morningstar Investment Services
Illinois
$3.83M -$31.8M -732,454 -89%
SWMG
413
Signature Wealth Management Group
Georgia
$3.82M +$31.9K +735 +0.8%
VCA
414
Verdence Capital Advisors
Maryland
$3.78M -$48K -1,107 -1%
PFP
415
Pinnacle Financial Partners
Tennessee
$3.76M +$781K +17,997 +26%
TRCT
416
Tower Research Capital (TRC)
New York
$3.75M +$1.44M +33,270 +62%
Robeco Institutional Asset Management
417
Robeco Institutional Asset Management
Netherlands
$3.75M -$270K -6,220 -7%
AIS
418
AM Investment Strategies
Tennessee
$3.71M -$101K -2,324 -3%
First Eagle Investment Management
419
First Eagle Investment Management
New York
$3.69M +$2.66M +61,302 +257%
PAG
420
Private Advisor Group
New Jersey
$3.67M +$220K +5,080 +6%
BFA
421
Bragg Financial Advisors
North Carolina
$3.62M -$25.9K -596 -0.7%
SSB
422
Sandy Spring Bank
Maryland
$3.61M -$1.35K -31 -0%
CB
423
Community Bank
New York
$3.59M -$301K -6,945 -8%
NIM
424
NEOS Investment Management
Connecticut
$3.57M +$859K +19,811 +32%
ITC
425
Inspire Trust Company
Nevada
$3.56M +$304K +7,000 +9%
15 16
17
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