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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 %
GPW
1251
Genesis Private Wealth
Virginia
$228K +$228K +5,266 New
EW
1252
Element Wealth
Mississippi
$228K +$390 +9 +0.2%
WFI
1253
West Family Investments
California
$228K -$2K -46 -0.9%
MMM
1254
Mendel Money Management
Illinois
$227K -$26K -600 -10%
PA
1255
PFW Advisors
Georgia
$227K +$227K +5,221 New
MKA
1256
M. Kulyk & Associates
Georgia
$226K -$694 -16 -0.3%
PTC
1257
Philadelphia Trust Company
Pennsylvania
$226K -$45.4K -1,045 -17%
FDS
1258
First Dallas Securities
Texas
$226K +$226K +5,200 New
KFS
1259
Keynote Financial Services
Connecticut
$226K – – –
SSG
1260
Summit Securities Group
New York
$226K -$52.1K -1,200 -19%
MAM
1261
Montchanin Asset Management
Delaware
$225K -$282K -6,500 -56%
CCP
1262
Cassia Capital Partners
North Carolina
$223K -$93.8K -2,162 -30%
LAM
1263
L2 Asset Management
Massachusetts
$223K -$6.16K -142 -3%
NPT
1264
Nixon Peabody Trust
Massachusetts
$223K +$223K +5,137 New
AFW
1265
Atlantic Family Wealth
Florida
$222K +$222K +5,108 New
JSW
1266
Journey Strategic Wealth
New Jersey
$221K +$221K +5,105 New
SJL
1267
Shayne & Jacobs LLC
Tennessee
$221K – – –
SPC
1268
Spirepoint Private Client
Florida
$220K – – –
RBC
1269
Romano Brothers & Co
Illinois
$220K -$36.9K -850 -14%
CC
1270
Chicago Capital
Illinois
$220K +$220K +5,068 New
YCG
1271
Yeomans Consulting Group
Georgia
$220K -$1.04K -24 -0.5%
WEG
1272
World Equity Group
Illinois
$219K +$219K +5,050 New
LWM
1273
LongView Wealth Management
Georgia
$216K – – –
SFG
1274
SevenBridge Financial Group
Pennsylvania
$216K – – –
TCWM
1275
Total Clarity Wealth Management
Illinois
$215K -$26.7K -616 -11%
49 50
51
52 53