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Truist Financial
TFC

Overview Fund Activity

1,412 hedge funds and large institutions have $36.9B invested in Truist Financial in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 540 increasing their positions, 561 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,412
Holders Change
+23
Holders Change %
+1.66%
% of All Funds
20.47%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
131
Increased
540
Reduced
561
Closed
92
Calls
$499M
Puts
$353M
Net Calls
+$146M
Net Calls Change
-$334M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.39B
3
Capital International Investors
Capital International Investors
California
$454M
4
BlackRock
BlackRock
New York
$3.92B
5
SC
Samlyn Capital
New York
$97.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$755M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$201M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.5M
4
Millennium Management
Millennium Management
New York
$25.3M
5
State Street
State Street
Massachusetts
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$43.4M +$31.9M +818,916 +279%
Canada Life
102
Canada Life
Manitoba, Canada
$42.7M +$1.3M +33,333 +3%
SIC
103
Schwartz Investment Counsel
Michigan
$41.8M – – –
AI
104
Ariel Investments
Illinois
$40M -$1.66M -42,633 -4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$37.2M +$2.18M +55,891 +6%
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$37M -$18.1M -464,571 -33%
N
107
Natixis
France
$36.2M +$2.1M +53,798 +6%
SPS
108
Susquehanna Portfolio Strategies
Pennsylvania
$36M – – –
Man Group
109
Man Group
United Kingdom
$35.6M -$5.89M -151,102 -14%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$35.5M -$666K -17,091 -2%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$34.9M -$19.7M -504,985 -36%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$34.9M +$3.11M +79,710 +10%
Diamond Hill Capital Management
113
Diamond Hill Capital Management
Ohio
$32.5M -$181M -4,631,782 -85%
MIS
114
Morningstar Investment Services
Illinois
$32.4M -$35.3M -913,650 -52%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$32.4M +$25.8M +662,748 +396%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$31.6M -$313K -8,030 -1%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$31.4M -$14.8M -379,788 -32%
DC
118
Davenport & Co
Virginia
$31.3M +$13.3M +341,564 +74%
TBC
119
Tweedy, Browne Co
Connecticut
$31.1M +$18.3K +470 +0.1%
KCM
120
Kornitzer Capital Management
Kansas
$30.3M +$285K +7,308 +0.9%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$30.1M -$20.3M -519,923 -40%
Swedbank
122
Swedbank
Sweden
$30M +$647K +16,592 +2%
SO
123
STRS Ohio
Ohio
$29.6M +$1.23M +31,510 +4%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$29.4M -$18.1M -464,123 -38%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$29.4M +$237K +6,081 +0.8%
3 4
5
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