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Truist Financial
TFC

1,422 hedge funds and large institutions have $37B invested in Truist Financial in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 542 increasing their positions, 564 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 93

41% more call options, than puts

Call options by funds: $499M | Put options by funds: $353M

2% more funds holding

Funds holding: 1,395 → 1,422 (+27)

3% more capital invested

Capital invested by funds: $36B → $37B (+$925M)

4% less repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 564

1.9% less ownership

Funds ownership: 73.19% → 71.29% (-1.9%)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

Holders
1,422
Holders Change
+27
Holders Change %
+1.94%
% of All Funds
20.48%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
136
Increased
542
Reduced
564
Closed
93
Calls
$499M
Puts
$353M
Net Calls
+$146M
Net Calls Change
-$334M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$544M
2
JP Morgan Chase
JP Morgan Chase
New York
+$450M
3
Capital International Investors
Capital International Investors
California
+$206M
4
BlackRock
BlackRock
New York
+$109M
5
SC
Samlyn Capital
New York
+$91.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$169M
4
Millennium Management
Millennium Management
New York
-$143M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
Securian Asset Management
Minnesota
$3.06M -$213K -5,825 -7%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$3.02M -$110K -3,000 -4%
WSCM
428
Wellington Shields Capital Management
New York
$3M -$113K -3,078 -4%
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$2.99M -$71K -1,941 -2%
SPIA
430
Steward Partners Investment Advisory
New York
$2.97M +$1.08M +29,414 +63%
ZCM
431
Ziegler Capital Management
Illinois
$2.96M -$175K -4,777 -6%
CM
432
Caption Management
Oklahoma
$2.95M +$2.61M +71,331 +1,633%
HCM
433
Hengehold Capital Management
Ohio
$2.95M +$2.71K +74 +0.1%
TC
434
Tejara Capital
United Kingdom
$2.94M +$2.76M +75,500 New
Credit Agricole
435
Credit Agricole
France
$2.93M +$1.62M +44,311 +117%
PPWP
436
Proquility Private Wealth Partners
Nevada
$2.93M +$942K +25,763 +52%
KWM
437
Kingsview Wealth Management
Oregon
$2.92M +$243K +6,640 +10%
CWP
438
Concord Wealth Partners
Virginia
$2.91M -$13.3K -364 -0.5%
Thrivent Financial for Lutherans
439
Thrivent Financial for Lutherans
Minnesota
$2.9M -$227K -6,207 -8%
TPCW
440
TD Private Client Wealth
New York
$2.89M -$133K -3,633 -5%
PAG
441
Private Advisor Group
New Jersey
$2.88M -$268K -7,316 -9%
MC
442
Moors & Cabot
Massachusetts
$2.85M +$345K +9,435 +15%
EI
443
EDMP Inc
Florida
$2.82M – – –
MSAM
444
Moloney Securities Asset Management
Missouri
$2.81M -$487K -13,309 -16%
APF
445
Alaska Permanent Fund
Alaska
$2.81M +$36.1K +986 +1%
UBG
446
United Bank (Georgia)
Georgia
$2.8M +$53.8K +1,471 +2%
Allspring Global Investments
447
Allspring Global Investments
North Carolina
$2.79M -$103K -2,820 -4%
SCP
448
Sandhill Capital Partners
New York
$2.78M +$69.8K +1,908 +3%
EF
449
Empowered Funds
Pennsylvania
$2.78M +$163K +4,456 +7%
DA
450
Duality Advisers
Florida
$2.77M -$3.43M -93,766 -57%
16 17
18
19 20

TFC Hedge Fund Activity: Q1 2024 in Review

1,422 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2024, worth a combined $37B — up 2.6% from $36B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TFC positions and 93 closed out — a net gain of 43 holders — while 542 added to existing stakes and 564 trimmed.

The largest buyer was Bank of America, adding an estimated $544M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 1,422 institutional investors held Truist Financial (TFC) as of Q1 2024, up from 1,395 in Q4 2023.
  • Funds reported $37B of Truist Financial stock for Q1 2024, up 2.6% quarter-over-quarter.
  • 136 funds opened new Truist Financial positions in Q1 2024 and 93 closed out, a net change of +43 holders.
  • The largest Truist Financial buyer in Q1 2024 was Bank of America, an estimated $544M added.
  • The largest Truist Financial seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.