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Truist Financial
TFC

Overview Fund Activity

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$922M
2
Jane Street
Jane Street
New York
$247M
3
Harris Associates
Harris Associates
Illinois
$315M
4
Bank of America
Bank of America
North Carolina
$1.11B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$674M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.37M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$512M
4
BG
Bahl & Gaynor
Ohio
$186M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$257M +$4.87M +160,488 +2%
Jane Street
27
Jane Street
New York
$247M +$223M +7,348,178 +924%
UBS AM
28
UBS AM
Illinois
$242M – – –
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$227M -$1.08M -35,432 -0.5%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$210M -$20.4M -672,979 -9%
Goldman Sachs
31
Goldman Sachs
New York
$210M -$31.4M -1,035,370 -13%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$192M +$44.5M +1,466,146 +30%
BG
33
Bahl & Gaynor
Ohio
$186M -$117M -3,840,942 -39%
Barclays
34
Barclays
United Kingdom
$166M +$104M +3,436,493 +169%
Wells Fargo
35
Wells Fargo
California
$158M -$781K -25,721 -0.5%
Truist Financial
36
Truist Financial
North Carolina
$157M -$10.6M -349,692 -6%
RJA
37
Raymond James & Associates
Florida
$141M +$4.87M +160,534 +4%
CCM
38
Cullen Capital Management
New York
$137M +$11.3M +373,358 +9%
UBS Group
39
UBS Group
Switzerland
$134M +$5.81M +191,524 +5%
First Trust Advisors
40
First Trust Advisors
Illinois
$126M +$19.4M +638,611 +18%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$125M +$3.37M +105,545 +3%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$125M +$22.9M +752,974 +22%
BAM
43
Burgundy Asset Management
Ontario, Canada
$122M -$15.6M -514,664 -11%
Deutsche Bank
44
Deutsche Bank
Germany
$118M +$2.56M +84,330 +2%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$115M +$109M +3,598,649 +1,920%
Prudential Financial
46
Prudential Financial
New Jersey
$105M +$6.18M +203,713 +6%
Stifel Financial
47
Stifel Financial
Missouri
$105M -$3.13M -103,130 -3%
Ameriprise
48
Ameriprise
Minnesota
$101M -$19.9M -657,144 -17%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$99.8M -$29.8M -980,645 -23%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$92.7M +$24.9M +819,541 +37%
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