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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 %
DA
851
Dover Advisors
Virginia
$670K -$17.4K -400 -3%
CHC
852
City Holding Co
West Virginia
$667K – – –
FFM
853
Fullerton Fund Management
Singapore
$664K +$664K +15,298 New
WQ
854
Wealth Quarterback
New Jersey
$663K +$11.5K +266 +2%
CBTWT
855
Community Bank & Trust (Waco, Texas)
Texas
$663K +$111K +2,551 +20%
SLI
856
Sumitomo Life Insurance
Japan
$661K -$25.7K -592 -4%
FIM
857
Freedom Investment Management
Connecticut
$659K +$93.3K +2,151 +16%
DAL
858
Delta Accumulation LLC
California
$656K +$171 +4 +0%
FCCM
859
First City Capital Management
Georgia
$655K +$22.6K +520 +4%
LOPW
860
Live Oak Private Wealth
North Carolina
$654K -$14.5K -335 -2%
Loomis, Sayles & Company
861
Loomis, Sayles & Company
Massachusetts
$650K -$85.7K -1,974 -12%
ECM
862
Evergreen Capital Management
Washington
$647K +$5.9K +136 +0.9%
HPC
863
HM Payson & Co
Maine
$644K -$217 -5 -0%
BRWA
864
B. Riley Wealth Advisors
Florida
$644K -$1.5M -34,585 -70%
LA
865
LVW Advisors
New York
$644K -$272K -6,279 -30%
GIA
866
Gladstone Institutional Advisory
Florida
$639K +$312K +7,194 +95%
CTI
867
Community Trust & Investment
Kentucky
$639K -$215K -4,950 -25%
TIM
868
Thompson Investment Management
Wisconsin
$637K -$21.7K -500 -3%
RFA
869
Register Financial Advisors
Georgia
$636K +$2.13K +49 +0.3%
CFG
870
Citizens Financial Group
Rhode Island
$635K +$221K +5,085 +53%
PAM
871
Panagora Asset Management
Massachusetts
$635K -$174 -4 -0%
NSIM
872
North Star Investment Management
Illinois
$635K -$32.8K -756 -5%
RWM
873
Riverbend Wealth Management
South Carolina
$634K +$634K +14,624 New
KWA
874
Kingswood Wealth Advisors
California
$633K -$84.8K -1,954 -12%
MMHP
875
Murphy Middleton Hinkle & Parker
Georgia
$633K -$4.34K -100 -0.7%
33 34
35
36 37