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Truist Financial
TFC

Overview Fund Activity

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M

Top Buyers

1
Amundi
Amundi
France
$848M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$667M
4
Millennium Management
Millennium Management
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$563M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$501M
2
BlackRock
BlackRock
New York
$3.98B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$742M
4
Goldman Sachs
Goldman Sachs
New York
$230M
5
Boston Partners
Boston Partners
Massachusetts
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$45.3M +$370K +8,607 +0.8%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$44.7M +$4.09M +95,044 +10%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$41.7M +$4.95M +113,393 +13%
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$40.5M -$6.22M -144,524 -13%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$40.2M -$942K -21,886 -2%
ZIM
106
Zacks Investment Management
Illinois
$39.9M -$74.8K -1,738 -0.2%
LBA
107
Letko, Brosseau & Associates
Quebec, Canada
$39.6M +$37.7K +875 +0.1%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$39.4M +$315K +7,317 +0.8%
Adage Capital Partners
109
Adage Capital Partners
Massachusetts
$39.4M +$39.4M +914,744 New
MIS
110
Morningstar Investment Services
Illinois
$38M +$19.2M +431,003 +102%
Royal London Asset Management
111
Royal London Asset Management
United Kingdom
$38M +$1.14M +26,597 +3%
SSA
112
Schonfeld Strategic Advisors
New York
$37.4M -$24.8M -575,445 -40%
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$36.5M +$27.7M +643,636 +316%
Swedbank
114
Swedbank
Sweden
$36.1M +$3.24M +75,389 +10%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$36M +$1.53M +35,587 +4%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$35.9M -$2.23M -51,919 -6%
CWM
117
CIBC World Markets
New York
$35.8M +$26.4M +613,672 +280%
SO
118
STRS Ohio
Ohio
$34.5M -$168K -3,896 -0.5%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4M +$137K +3,177 +0.4%
FWIA
120
Fort Washington Investment Advisors
Ohio
$33.2M +$8.14M +189,154 +32%
SIC
121
Schwartz Investment Counsel
Michigan
$33.2M – – –
WG
122
Welch Group
Alabama
$33.1M +$38.2K +887 +0.1%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$33.1M -$136K -3,159 -0.4%
KCM
124
Kornitzer Capital Management
Kansas
$32.8M -$157K -3,655 -0.5%
RCAMU
125
Rothschild & Co Asset Management US
Connecticut
$32.1M +$1.13M +26,364 +4%
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