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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 %
HAI
676
Hennessy Advisors Inc
California
$1.17M +$217K +5,000 +23%
WF
677
Welch & Forbes
Massachusetts
$1.16M -$41.9K -965 -3%
CA
678
Commerzbank Aktiengesellschaft
Germany
$1.16M +$226K +5,208 +24%
BP
679
Ballentine Partners
Massachusetts
$1.16M +$18.1K +418 +2%
TCOTS
680
Trust Company of the South
North Carolina
$1.16M +$80.1K +1,847 +7%
LTAS
681
Linden Thomas Advisory Services
North Carolina
$1.15M -$12K -277 -1%
ICA
682
Infrastructure Capital Advisors
New York
$1.15M +$52.6K +1,212 +5%
PA
683
Profund Advisors
Maryland
$1.14M -$16.1K -370 -1%
TBC
684
Ted Buchan & Co
California
$1.13M +$228K +5,202 +25%
MIC
685
Maxi Investments CY
Cyprus
$1.13M +$1.13M +26,100 New
LBC
686
Lowe Brockenbrough & Co
Virginia
$1.13M -$120K -2,775 -10%
FSA
687
Fort Sheridan Advisors
Illinois
$1.13M +$228K +5,255 +25%
GI
688
GAMMA Investing
California
$1.13M +$75.1K +1,732 +7%
VI
689
Vestcor Inc
New Brunswick, Canada
$1.13M -$1.08K -25 -0.1%
CPSAC
690
Chas P. Smith & Associates (CPS)
Florida
$1.12M -$56.1K -1,293 -5%
RC
691
RBF Capital
California
$1.12M – – –
Impax Asset Management Group
692
Impax Asset Management Group
United Kingdom
$1.11M -$13.8K -319 -1%
WP
693
WealthShield Partners
North Carolina
$1.11M -$49.1K -1,131 -4%
CFCI
694
Comprehensive Financial Consultants Institutional
Indiana
$1.1M -$46.5K -1,071 -4%
NBT
695
Northwest Bank & Trust
Iowa
$1.09M -$40.5K -849 -4%
BPWM
696
Badgley Phelps Wealth Managers
Washington
$1.09M – – –
TIA
697
Tandem Investment Advisors
South Carolina
$1.09M -$403K -9,299 -27%
MC
698
Machina Capital
France
$1.08M +$1.08M +25,008 New
MS
699
Madden Securities
Texas
$1.08M -$26K -600 -2%
BO
700
Bank OZK
Arkansas
$1.08M -$208K -4,801 -16%
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