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Truist Financial
TFC

1,419 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 541 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $469M | Put options by funds: $264M

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

1.37% more ownership

Funds ownership: 71.29% → 72.66% (+1.4%)

2% more capital invested

Capital invested by funds: $37B → $37.7B (+$796M)

0% less funds holding

Funds holding: 1,421 → 1,419 (-2)

5% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 572

Holders
1,419
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.49%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
117
Increased
541
Reduced
572
Closed
96
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$1.51B
2
JP Morgan Chase
JP Morgan Chase
New York
+$348M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$172M
4
UBS AM
UBS AM
Illinois
+$68.2M
5
JCM
Junto Capital Management
New York
+$64.4M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$107M
2
Citadel Advisors
Citadel Advisors
Florida
-$93.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$91.5M
4
Holocene Advisors
Holocene Advisors
New York
-$84M
5
Morgan Stanley
Morgan Stanley
New York
-$83.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1426
Interval Partners
New York
– -$21.7M -556,615 Closed
Renaissance Technologies
1427
Renaissance Technologies
New York
– -$19.1M -490,917 Closed
AIG
1428
American International Group
New York
– -$13.8M -354,559 Closed
TC
1429
TwinBeech Capital
New York
– -$13.8M -353,561 Closed
TPSF
1430
Texas Permanent School Fund
Texas
– -$10.7M -275,502 Closed
BCM
1431
Basswood Capital Management
New York
– -$9.11M -233,601 Closed
PMAM
1432
Picton Mahoney Asset Management
Ontario, Canada
– -$8.24M -211,344 Closed
LSA
1433
L & S Advisors
California
– -$6.33M -162,363 Closed
PHK
1434
Point72 Hong Kong
Hong Kong
– -$6.05M -155,087 Closed
JF
1435
Jump Financial
Illinois
– -$4.31M -110,605 Closed
CSS
1436
Cubist Systematic Strategies
Connecticut
– -$4.1M -108,652 Closed
Group One Trading
1437
Group One Trading
Illinois
– -$3.79M -100,354 Closed
SAM
1438
Soviero Asset Management
New York
– -$3.9M -100,000 Closed
BA
1439
Bridgewater Associates
Connecticut
– -$3.53M -90,614 Closed
GAA
1440
Global Assets Advisory
Florida
– -$2.33M -89,285 Closed
AIA
1441
Arbor Investment Advisors
North Carolina
– -$3.29M -84,445 Closed
LA
1442
Legacy Advisors
Pennsylvania
– -$3.25M -83,277 Closed
CM
1443
Caption Management
Oklahoma
– -$2.95M -75,700 Closed
TC
1444
Tejara Capital
United Kingdom
– -$2.94M -75,500 Closed
DA
1445
Duality Advisers
Florida
– -$2.77M -71,154 Closed
LAM
1446
LECAP Asset Management
United Kingdom
– -$2.41M -61,776 Closed
AIM
1447
Achmea Investment Management
Netherlands
– -$2.4M -61,630 Closed
RIM
1448
Redwood Investment Management
Arizona
– -$2.35M -60,225 Closed
WI
1449
WBI Investments
New Jersey
– -$2.24M -57,481 Closed
LNC
1450
Lincoln National Corp
Pennsylvania
– -$2.24M -57,400 Closed
56 57
58
59 60

TFC Hedge Fund Activity: Q2 2024 in Review

1,419 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2024, worth a combined $37.7B — up 2.2% from $37B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TFC positions and 96 closed out — a net gain of 21 holders — while 541 added to existing stakes and 572 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.51B. The largest seller was Barclays, cutting an estimated $107M.

  • 1,419 institutional investors held Truist Financial (TFC) as of Q2 2024, down from 1,421 in Q1 2024.
  • Funds reported $37.7B of Truist Financial stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 117 funds opened new Truist Financial positions in Q2 2024 and 96 closed out, a net change of +21 holders.
  • The largest Truist Financial buyer in Q2 2024 was Capital International Investors, an estimated $1.51B added.
  • The largest Truist Financial seller in Q2 2024 was Barclays, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2024.