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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 %
PCM
526
Poehling Capital Management
Wisconsin
$2.22M +$13.3K +307 +0.6%
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$2.2M +$141K +3,250 +7%
TSW
528
Thompson Siegel & Walmsley
Virginia
$2.17M +$43 +1 +0%
CANC
529
Culbertson A N & Co
Virginia
$2.16M +$121K +2,781 +6%
Walleye Capital
530
Walleye Capital
New York
$2.15M +$93K +2,143 +5%
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$2.13M -$729K -16,816 -25%
S
532
SignatureFD
Georgia
$2.13M -$60.2K -1,387 -3%
CAMG
533
CWA Asset Management Group
Florida
$2.13M +$185K +4,267 +10%
DEM
534
Disciplined Equity Management
Florida
$2.11M – – –
PFA
535
Pathway Financial Advisers
Indiana
$2.09M +$3.73K +86 +0.2%
CM
536
Caption Management
Oklahoma
$2.08M +$833K +19,200 +67%
ECM
537
Everence Capital Management
Indiana
$2.08M -$981K -22,610 -32%
SWM
538
SeaCrest Wealth Management
New York
$2.05M -$24K -553 -1%
FAB
539
First American Bank
Illinois
$2.02M -$30K -692 -1%
ZIC
540
ZWJ Investment Counsel
Georgia
$2.02M -$18.1K -418 -0.9%
ACM
541
Argyle Capital Management
Pennsylvania
$2.01M +$106K +2,441 +6%
MIM
542
Marco Investment Management
Georgia
$2.01M – – –
BC
543
Bridgefront Capital
Texas
$2M +$1.07M +24,682 +115%
OAM
544
Ostrum Asset Management
France
$2M +$477K +10,992 +31%
ABTD
545
Arvest Bank Trust Division
Oklahoma
$2M +$6.85K +158 +0.3%
BBVA
546
Banco Bilbao Vizcaya Argentaria
Spain
$1.98M -$708K -16,316 -26%
CCB
547
Country Club Bank
Missouri
$1.97M +$1.73M +39,949 +720%
AF
548
Allworth Financial
California
$1.97M -$199K -4,235 -9%
PAS
549
Park Avenue Securities
New York
$1.97M +$555K +12,798 +39%
TL
550
Tradewinds LLC
North Carolina
$1.96M -$141K -2,989 -7%
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