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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 %
HIMCH
426
Hartford Investment Management Co (HIMCO)
Connecticut
$3.55M -$97.1K -2,238 -3%
GWMIA
427
Global Wealth Management Investment Advisory
Florida
$3.55M +$161K +3,720 +5%
SG
428
StoneX Group
New York
$3.53M +$3.53M +81,349 New
KPWS
429
Kestra Private Wealth Services
Texas
$3.53M +$205K +4,725 +6%
PWW
430
Pettyjohn Wood & White
Virginia
$3.52M +$180K +4,157 +5%
AWM
431
Axxcess Wealth Management
California
$3.52M +$143K +3,307 +4%
WSCM
432
Wellington Shields Capital Management
New York
$3.52M +$115K +2,644 +3%
HCM
433
Hengehold Capital Management
Ohio
$3.51M +$39.3K +905 +1%
WP
434
Woodline Partners
California
$3.46M +$3.46M +79,723 New
Teacher Retirement System of Texas
435
Teacher Retirement System of Texas
Texas
$3.43M +$3.04M +70,030 +782%
IMCOOI
436
Investment Management Corp of Ontario (IMCO)
Canada
$3.41M +$1.49M +34,238 +77%
SW
437
SteelPeak Wealth
California
$3.4M -$731K -16,860 -18%
WA
438
Waverly Advisors
Alabama
$3.39M +$284K +6,546 +9%
CRI
439
Commonwealth Retirement Investments
Virginia
$3.38M -$14K -323 -0.4%
TNB
440
Thomasville National Bank
Georgia
$3.32M -$266K -6,121 -7%
JF
441
Jump Financial
Illinois
$3.3M +$3.03M +69,954 +1,141%
AIM
442
Anchor Investment Management
South Carolina
$3.3M -$45.5K -1,050 -1%
TPCW
443
TD Private Client Wealth
New York
$3.3M -$60.7K -1,400 -2%
UBG
444
United Bank (Georgia)
Georgia
$3.29M +$123K +2,842 +4%
SCP
445
Sandhill Capital Partners
New York
$3.28M +$7.2K +166 +0.2%
SC
446
Savant Capital
Illinois
$3.21M +$585K +13,482 +22%
VanEck Associates
447
VanEck Associates
New York
$3.21M -$285K -6,578 -8%
APF
448
Alaska Permanent Fund
Alaska
$3.2M – – –
CT
449
Colonial Trust
South Carolina
$3.18M +$367K +8,470 +13%
LC
450
Legacy CG
Texas
$3.17M +$3.17M +73,074 New
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