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Truist Financial
TFC

Overview Fund Activity

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$301M
2
BlackRock
BlackRock
New York
+$261M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$260M
4
Amundi
Amundi
France
+$245M
5
Harris Associates
Harris Associates
Illinois
+$192M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$660M
2
AWA
Arete Wealth Advisors
Illinois
-$553M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$212M
5
Boston Partners
Boston Partners
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$305M +$13.9M +408,570 +5%
Legal & General Group
27
Legal & General Group
United Kingdom
$284M +$4.41M +129,322 +2%
Goldman Sachs
28
Goldman Sachs
New York
$271M +$88.1M +2,584,101 +48%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$259M +$102M +2,992,820 +65%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$256M +$1.58M +46,271 +0.6%
UBS AM
31
UBS AM
Illinois
$242M +$1.41M +41,473 +0.6%
Harris Associates
32
Harris Associates
Illinois
$192M +$192M +5,620,804 New
Truist Financial
33
Truist Financial
North Carolina
$188M -$4.49M -131,566 -2%
Wells Fargo
34
Wells Fargo
California
$179M +$21.9M +642,223 +14%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$166M +$8.25M +241,861 +5%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$161M +$18.3M +535,718 +13%
BAM
37
Burgundy Asset Management
Ontario, Canada
$154M +$16M +468,771 +12%
RJA
38
Raymond James & Associates
Florida
$153M +$10.7M +314,783 +8%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$146M +$10.8M +317,161 +8%
UBS Group
40
UBS Group
Switzerland
$144M -$55.4M -1,625,907 -28%
CCM
41
Cullen Capital Management
New York
$141M +$40.4M +1,186,070 +40%
Ameriprise
42
Ameriprise
Minnesota
$136M +$2.62M +76,922 +2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$130M +$62.5M +1,833,223 +93%
Deutsche Bank
44
Deutsche Bank
Germany
$129M -$31.7M -930,827 -20%
APG Asset Management
45
APG Asset Management
Netherlands
$122M +$32.3M +1,027,977 +36%
Stifel Financial
46
Stifel Financial
Missouri
$121M +$4.11M +120,568 +4%
First Trust Advisors
47
First Trust Advisors
Illinois
$120M +$13.3M +390,129 +12%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$115M +$62.4M +1,830,709 +120%
Prudential Financial
49
Prudential Financial
New Jersey
$111M +$9.33M +273,607 +9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$103M +$1.37M +40,322 +1%
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