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Truist Financial
TFC

Overview Fund Activity

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74B
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$177M
4
UBS AM
UBS AM
Illinois
$355M
5
JCM
Junto Capital Management
New York
$66.2M

Top Sellers

1
Barclays
Barclays
United Kingdom
$183M
2
Citadel Advisors
Citadel Advisors
Florida
$373M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Holocene Advisors
Holocene Advisors
New York
$282K
5
Morgan Stanley
Morgan Stanley
New York
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1476
Whalen Wealth Management
Nevada
– -$247K -6,331 Closed
IGWM
1477
ICA Group Wealth Management
Colorado
– -$246K -6,308 Closed
RFA
1478
Resurgent Financial Advisors
Georgia
– -$232K -5,945 Closed
CFM
1479
Catalyst Funds Management
Australia
– -$222K -5,700 Closed
LF
1480
Lantz Financial
Illinois
– -$221K -5,659 Closed
OFG
1481
Oxford Financial Group
Indiana
– -$220K -5,641 Closed
FA
1482
Faithward Advisors
Pennsylvania
– -$220K -5,634 Closed
DI
1483
Diligent Investors
California
– -$217K -5,567 Closed
NJBEST
1484
New Jersey Better Educational Savings Trust
New Jersey
– -$206K -5,292 Closed
PTC
1485
Philadelphia Trust Company
Pennsylvania
– -$205K -5,262 Closed
APP
1486
Avantax Planning Partners
Iowa
– -$204K -5,242 Closed
DWA
1487
Delap Wealth Advisory
Oregon
– -$202K -5,180 Closed
AC
1488
ASB Consultores
Florida
– -$202K -5,180 Closed
RIM
1489
Reliant Investment Management
Tennessee
– -$200K -5,139 Closed
RB
1490
Renasant Bank
Mississippi
– -$200K -5,135 Closed
C
1491
Certuity
Florida
– -$200K -5,134 Closed
EC
1492
EntryPoint Capital
New York
– -$110K -2,815 Closed
HDIM
1493
Hanson & Doremus Investment Management
Vermont
– -$27K -683 Closed
QL
1494
Quarry LP
New York
– -$24.3K -623 Closed
LF
1495
LifeSteps Financial
California
– -$23.4K -600 Closed
NCTC
1496
New Covenant Trust Company
Indiana
– -$18.1K -465 Closed
BONH
1497
Bank of New Hampshire
New Hampshire
– -$12.4K -317 Closed
DJSG
1498
D.J. St. Germain
Massachusetts
– -$9.08K -233 Closed
SOW
1499
State of Wyoming
Wyoming
– -$8.11K -208 Closed
PO
1500
Private Ocean
California
– -$5.11K -131 Closed
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