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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 %
BS
1001
Banco Santander
Spain
$444K +$202K +4,659 +84%
SFG
1002
Stonebridge Financial Group
Pennsylvania
$443K +$443K +10,214 New
CGL
1003
Clarius Group LLC
Washington
$443K -$1.95K -45 -0.4%
THCM
1004
Taylor Hoffman Capital Management
Virginia
$442K – – –
TAM
1005
Tocqueville Asset Management
New York
$440K -$23.9K -550 -5%
KSB
1006
Kennebec Savings Bank
Maine
$440K +$13.5K +313 +3%
LCGC
1007
Legacy Capital Group California
California
$440K -$4.34K -100 -1%
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$440K +$28.8K +664 +7%
AC
1009
AXQ Capital
New Jersey
$437K +$136K +3,128 +45%
AAI
1010
American Assets Inc
California
$434K – – –
WIC
1011
Wilkins Investment Counsel
Massachusetts
$433K -$28K -645 -6%
NDSI
1012
Newman Dignan & Sheerar Inc
Rhode Island
$432K -$67K -1,544 -13%
BCM
1013
Boltwood Capital Management
California
$431K -$19.5K -450 -4%
WPW
1014
Waldron Private Wealth
Pennsylvania
$431K -$4.82K -111 -1%
JIP
1015
Jaffetilchin Investment Partners
Florida
$428K +$395K +9,099 +1,191%
HSA
1016
HBK Sorce Advisory
Pennsylvania
$427K +$85.5K +1,970 +25%
CIS
1017
Capital International Sarl
California
$426K +$114K +2,620 +36%
WA
1018
WealthTrust Axiom
Pennsylvania
$426K -$5.77K -133 -1%
SAM
1019
Shell Asset Management
Netherlands
$425K +$6.16K +142 +1%
CCG
1020
Cypress Capital Group
Florida
$424K -$18K -414 -4%
SAA
1021
Southeast Asset Advisors
Georgia
$424K – – –
FMLI
1022
Fukoku Mutual Life Insurance
Japan
$423K +$46.4K +1,069 +12%
VNA
1023
Valley National Advisers
Pennsylvania
$421K +$26.2K +604 +7%
TPA
1024
Trivium Point Advisory
Connecticut
$418K +$123K +2,838 +42%
GRQ
1025
Gardner Russo & Quinn
Pennsylvania
$417K +$3.08K +71 +0.7%
39 40
41
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