Truist Financial
1,476 hedge funds and large institutions have $41.2B invested in Truist Financial in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 548 increasing their positions, 569 reducing their positions, and 81 closing their positions.
85% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 81
40% more call options, than puts
Call options by funds: $485M | Put options by funds: $347M
9% more capital invested
Capital invested by funds: $37.7B → $41.2B (+$3.4B)
4% more funds holding
Funds holding: 1,420 → 1,476 (+56)
0.76% less ownership
Funds ownership: 72.66% → 71.9% (-0.76%)
4% less repeat investments, than reductions
Existing positions increased: 548 | Existing positions reduced: 569
35% less funds holding in top 10
Funds holding in top 10: 17 → 11 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$860M |
| 2 |
JP Morgan Chase
New York
|
+$287M |
| 3 |
State Street
Boston,
Massachusetts
|
+$115M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$75.2M |
| 5 |
Millennium Management
New York
|
+$74.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.09B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$227M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$221M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$199M |
| 5 |
Amundi
Paris,
France
|
-$139M |
TFC Hedge Fund Activity: Q3 2024 in Review
1,476 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2024, worth a combined $41.2B — up 9% from $37.7B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new TFC positions and 81 closed out — a net gain of 69 holders — while 548 added to existing stakes and 569 trimmed.
The largest buyer was Capital International Investors, adding an estimated $860M. The largest seller was Dodge & Cox, cutting an estimated $1.09B.
- 1,476 institutional investors held Truist Financial (TFC) as of Q3 2024, up from 1,420 in Q2 2024.
- Funds reported $41.2B of Truist Financial stock for Q3 2024, up 9% quarter-over-quarter.
- 150 funds opened new Truist Financial positions in Q3 2024 and 81 closed out, a net change of +69 holders.
- The largest Truist Financial buyer in Q3 2024 was Capital International Investors, an estimated $860M added.
- The largest Truist Financial seller in Q3 2024 was Dodge & Cox, an estimated $1.09B sold.
Based on aggregated 13F filings for Q3 2024.