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Truist Financial
TFC

Overview Fund Activity

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$358M
2
BlackRock
BlackRock
New York
$3.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$732M
4
Amundi
Amundi
France
$830M
5
Harris Associates
Harris Associates
Illinois
$192M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.42B
2
AWA
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$425M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.96B
5
Boston Partners
Boston Partners
Massachusetts
$83.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIG
76
NFJ Investment Group
Texas
$52.4M +$15.2M +446,565 +41%
Principal Financial Group
77
Principal Financial Group
Iowa
$51.8M +$795K +23,300 +2%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$50.4M +$164K +4,800 +0.3%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$50.3M -$774K -22,704 -2%
FWIA
80
Fort Washington Investment Advisors
Ohio
$49.5M +$23.2M +679,616 +88%
Citigroup
81
Citigroup
New York
$48.6M +$4.62M +135,348 +11%
RFC
82
Regions Financial Corp
Alabama
$48.5M -$270K -7,927 -0.6%
SEI Investments
83
SEI Investments
Pennsylvania
$45.6M +$9.17M +269,037 +25%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$45.3M +$14.1M +413,720 +45%
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$44.5M -$28M -832,522 -39%
DLA
86
Douglas Lane & Associates
New York
$44.5M +$1.4M +40,911 +3%
HA
87
Homestead Advisers
Virginia
$41.4M -$5.63M -165,203 -12%
FWCM
88
Ferguson Wellman Capital Management
Oregon
$41.2M +$1.8M +52,861 +5%
LBA
89
Letko, Brosseau & Associates
Quebec, Canada
$40.9M +$9.47M +277,730 +30%
BNP Paribas Asset Management
90
BNP Paribas Asset Management
France
$40.8M -$2.35M -68,841 -5%
RIP
91
Rhino Investment Partners
Pennsylvania
$36.5M +$36.5M +1,071,800 New
Victory Capital Management
92
Victory Capital Management
Texas
$36.4M -$2.78M -81,516 -7%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$36.4M -$4.2M -123,335 -10%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$36.3M +$13.7M +402,364 +61%
Canada Life
95
Canada Life
Manitoba, Canada
$36.1M -$4.34M -127,262 -11%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$35.9M +$3.23M +94,657 +10%
PCM
97
Prana Capital Management
Connecticut
$35.3M -$35.3M -1,035,889 -50%
SIC
98
Schwartz Investment Counsel
Michigan
$34.1M +$7.81M +229,000 +30%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$31.5M +$11.7M +342,303 +59%
TBC
100
Tweedy, Browne Co
Connecticut
$31.1M +$19.5M +572,592 +169%
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