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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 %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$28.7M +$1.36M +44,968 +5%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$28.1M -$4.33M -142,545 -13%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$28M -$115M -3,799,161 -80%
MIS
104
Morningstar Investment Services
Illinois
$27.8M +$118K +3,849 +0.4%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$26M +$441K +14,530 +2%
TBC
106
Tweedy, Browne Co
Connecticut
$25.6M -$2.12M -69,920 -8%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$25.4M -$203K -6,680 -0.8%
Swedbank
108
Swedbank
Sweden
$25M -$341K -11,241 -1%
Aberdeen Group
109
Aberdeen Group
United Kingdom
$24.8M +$1.62M +53,401 +7%
AQR Capital Management
110
AQR Capital Management
Connecticut
$24.2M +$11.8M +388,692 +95%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$23.9M -$4.13M -136,043 -15%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$23.9M -$387K -12,767 -2%
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$23.8M -$1.88M -61,878 -7%
PCM
114
Prana Capital Management
Connecticut
$23.5M -$7.96M -262,419 -25%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$23.3M – – –
SSA
116
Schonfeld Strategic Advisors
New York
$23.3M +$4.63M +152,400 +25%
ATN
117
AMF Tjänstepension
Sweden
$23.2M +$14.5M +476,997 +167%
RFC
118
Regions Financial Corp
Alabama
$22.7M -$20.5M -674,334 -47%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$22.2M +$391K +12,886 +2%
KCM
120
Kornitzer Capital Management
Kansas
$22M -$1.85M -61,026 -8%
Victory Capital Management
121
Victory Capital Management
Texas
$22M -$10.5M -344,565 -32%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.8M -$1.91M -62,787 -8%
AA
123
ALPS Advisors
Colorado
$21.8M +$2.52M +83,043 +13%
VDI
124
Vaughan David Investments
Illinois
$21.2M +$397K +13,067 +2%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$21.2M +$4.38M +144,402 +26%
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