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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 %
OAM
1476
Occidental Asset Management
California
– -$209K -5,660 Closed
EC
1477
EdgeRock Capital
Colorado
– -$111K -3,023 Closed
PS
1478
Planned Solutions
California
– -$108K -2,920 Closed
GWS
1479
Glassman Wealth Services
Virginia
– -$102K -2,754 Closed
MSWM
1480
McGlone Suttner Wealth Management
Wisconsin
– -$81.7K -2,212 Closed
BWM
1481
BKM Wealth Management
Wisconsin
– -$78.3K -2,121 Closed
ORAM
1482
One River Asset Management
Connecticut
– -$54.2K -1,469 Closed
TCWA
1483
Turtle Creek Wealth Advisors
Texas
– -$48.6K -1,317 Closed
LA
1484
LM Advisors
California
– -$46.1K -1,249 Closed
GWMIA
1485
Global Wealth Management Investment Advisory
Florida
– -$36.9K -1,000 Closed
WIM
1486
Westside Investment Management
California
– -$36.7K -994 Closed
MIFH
1487
Migdal Insurance & Financial Holdings
Israel
– -$35K -936 Closed
NFA
1488
Northwest Financial Advisors
Virginia
– -$33.6K -909 Closed
WTG
1489
West Tower Group
Virginia
– -$29.2K -792 Closed
TWM
1490
Tradition Wealth Management
Minnesota
– -$23K -626 Closed
FBC
1491
Fairfield, Bush & Co
Connecticut
– -$22K -596 Closed
CBT
1492
CoreFirst Bank & Trust
Kansas
– -$18.1K -491 Closed
TVAMP
1493
Tennessee Valley Asset Management Partners
Tennessee
– -$15.4K -416 Closed
BLC
1494
Brown, Lisle/Cummings
Rhode Island
– -$12.9K -350 Closed
AP
1495
Arlington Partners
Alabama
– -$8.82K -239 Closed
LF
1496
Lee Financial
Texas
– -$8.23K -223 Closed
GA
1497
GoalVest Advisory
New York
– -$5.35K -145 Closed
ANBT
1498
American National Bank & Trust
Texas
– -$4.87K -132 Closed
GG
1499
Greenwood Gearhart
Arkansas
– -$4.06K -110 Closed
ODG
1500
O'Dell Group
Ohio
– -$4.03K -109 Closed
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