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Truist Financial
TFC

Overview Fund Activity

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$922M
2
Jane Street
Jane Street
New York
$247M
3
Harris Associates
Harris Associates
Illinois
$315M
4
Bank of America
Bank of America
North Carolina
$1.11B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$674M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.37M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$512M
4
BG
Bahl & Gaynor
Ohio
$186M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$48.2M +$4.98M +164,216 +12%
Toronto Dominion Bank
77
Toronto Dominion Bank
Ontario, Canada
$47.6M +$28.2M +928,620 +145%
EIP
78
Epoch Investment Partners
New York
$45.8M -$1.13M -37,088 -2%
Principal Financial Group
79
Principal Financial Group
Iowa
$45.3M -$851K -28,048 -2%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$45M +$18.8M +600,351 +72%
FWIA
81
Fort Washington Investment Advisors
Ohio
$44.2M +$114K +3,753 +0.3%
DLA
82
Douglas Lane & Associates
New York
$44.1M +$4.51M +148,625 +11%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$43.7M -$1.02M -33,594 -2%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$43.7M -$1.18M -38,846 -3%
NIG
85
NFJ Investment Group
Texas
$41.5M -$5.15M -169,559 -11%
SEI Investments
86
SEI Investments
Pennsylvania
$38.9M -$1.69M -55,754 -4%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$38.4M -$2.26M -73,457 -6%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$37.4M +$1.09M +35,763 +3%
HA
89
Homestead Advisers
Virginia
$37.1M +$191K +6,300 +0.5%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$36.7M +$4.38M +144,223 +14%
RIP
91
Rhino Investment Partners
Pennsylvania
$35.2M +$2.7M +88,805 +8%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$34.1M +$2.22M +73,293 +7%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$33M -$7.35M -242,314 -18%
SIC
94
Schwartz Investment Counsel
Michigan
$32.4M +$1.98M +65,400 +7%
Canada Life
95
Canada Life
Manitoba, Canada
$31.5M -$746K -24,476 -2%
Royal London Asset Management
96
Royal London Asset Management
United Kingdom
$31M +$4.77M +157,283 +18%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$30.9M +$5.46M +179,950 +21%
CSS
98
Cubist Systematic Strategies
Connecticut
$30.6M +$13M +427,757 +73%
WG
99
Welch Group
Alabama
$30.5M +$3.63M +119,471 +13%
Man Group
100
Man Group
United Kingdom
$29.3M +$29.3M +965,183 New
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