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Truist Financial
TFC

1,419 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 541 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $469M | Put options by funds: $264M

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

1.37% more ownership

Funds ownership: 71.29% → 72.66% (+1.4%)

2% more capital invested

Capital invested by funds: $37B → $37.7B (+$796M)

0% less funds holding

Funds holding: 1,421 → 1,419 (-2)

5% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 572

Holders
1,419
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.49%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
117
Increased
541
Reduced
572
Closed
96
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$1.51B
2
JP Morgan Chase
JP Morgan Chase
New York
+$348M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$172M
4
UBS AM
UBS AM
Illinois
+$68.2M
5
JCM
Junto Capital Management
New York
+$64.4M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$107M
2
Citadel Advisors
Citadel Advisors
Florida
-$93.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$91.5M
4
Holocene Advisors
Holocene Advisors
New York
-$84M
5
Morgan Stanley
Morgan Stanley
New York
-$83.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KP
851
Keel Point
Alabama
$515K +$10.8K +287 +2%
FFM
852
Fullerton Fund Management
Singapore
$514K +$91.5K +2,421 +22%
MMPW
853
Mitchell McLeod Pugh & Williams
Alabama
$510K -$9.26K -245 -2%
RA
854
Ransom Advisory
Rhode Island
$510K -$64.7K -1,712 -12%
SACTSONJ
855
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$510K – – –
QPWM
856
Quadrant Private Wealth Management
Pennsylvania
$508K +$23.9K +632 +5%
WAAG
857
Wealth Alliance Advisory Group
Kansas
$505K – – –
AT
858
Avalon Trust
New Mexico
$505K – – –
TCM
859
Teza Capital Management
Illinois
$504K -$511K -13,540 -51%
CIC
860
Chilton Investment Company
Connecticut
$503K – – –
XSC
861
X-Square Capital
Puerto Rico
$502K -$2.08K -55 -0.4%
RAM
862
Readystate Asset Management
Illinois
$497K +$483K +12,796 New
BFS
863
Bard Financial Services
Connecticut
$493K -$18.9K -500 -4%
CF
864
Centaurus Financial
California
$490K +$6.16K +163 +1%
DWT
865
Dorsey & Whitney Trust
South Dakota
$490K -$15.2K -403 -3%
AFCM
866
Applied Finance Capital Management
Puerto Rico
$488K +$89.1K +2,359 +23%
UCI
867
Uncommon Cents Investing
Wisconsin
$487K +$50.8K +1,345 +12%
SFS
868
Sowell Financial Services
Arkansas
$482K +$469K +12,407 New
DCM
869
Driehaus Capital Management
Illinois
$478K -$222K -5,864 -32%
GT
870
Greenleaf Trust
Michigan
$478K +$30.6K +809 +7%
TYCC
871
Texas Yale Capital Corp
Florida
$476K +$4.91K +130 +1%
Koshinski Asset Management
872
Koshinski Asset Management
Illinois
$474K +$31K +820 +7%
EH
873
Equitable Holdings
New York
$472K +$87K +2,302 +23%
WIA
874
World Investment Advisors
California
$471K +$458K +12,131 New
CAM
875
Cidel Asset Management
Ontario, Canada
$471K – – –
33 34
35
36 37

TFC Hedge Fund Activity: Q2 2024 in Review

1,419 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2024, worth a combined $37.7B — up 2.2% from $37B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TFC positions and 96 closed out — a net gain of 21 holders — while 541 added to existing stakes and 572 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.51B. The largest seller was Barclays, cutting an estimated $107M.

  • 1,419 institutional investors held Truist Financial (TFC) as of Q2 2024, down from 1,421 in Q1 2024.
  • Funds reported $37.7B of Truist Financial stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 117 funds opened new Truist Financial positions in Q2 2024 and 96 closed out, a net change of +21 holders.
  • The largest Truist Financial buyer in Q2 2024 was Capital International Investors, an estimated $1.51B added.
  • The largest Truist Financial seller in Q2 2024 was Barclays, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2024.