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

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$183M
2
Citadel Advisors
2
Citadel Advisors
Florida
$373M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$282K
5
Morgan Stanley
5
Morgan Stanley
New York
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
176
American Assets Investment Management
California
$14.9M – – –
VV
177
Verity & Verity
South Carolina
$14.9M +$207K +5,330 +1%
Creative Planning
178
Creative Planning
Kansas
$14.7M -$973K -25,038 -6%
CRM
179
Cramer Rosenthal McGlynn
Connecticut
$14.7M +$795K +20,474 +6%
CS
180
Candriam SCA
Luxembourg
$14.4M +$10.3M +264,181 +245%
ECG
181
Edge Capital Group
Georgia
$14.1M +$572K +14,728 +4%
SCA
182
Stieven Capital Advisors
Missouri
$13.9M +$4M +103,000 +41%
MIM
183
MetLife Investment Management
New Jersey
$13.9M +$1.74M +44,706 +14%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$13.8M -$251K -6,453 -2%
GLA
185
Great Lakes Advisors
Illinois
$13.1M -$162K -4,182 -1%
MIM
186
Montgomery Investment Management
Maryland
$13M -$38.9K -1,000 -0.3%
Credit Agricole
187
Credit Agricole
France
$12.6M +$9.39M +241,661 +295%
DAM
188
Delta Asset Management
Tennessee
$12.5M -$44.5K -1,145 -0.4%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$12.3M -$10.8M -276,926 -47%
Millennium Management
190
Millennium Management
New York
$12.3M -$12.9M -333,023 -51%
SIMG
191
Sonora Investment Management Group
Arizona
$12.2M – – –
SSA
192
Schonfeld Strategic Advisors
New York
$12.1M -$33.5M -861,625 -73%
Connor, Clark & Lunn Investment Management (CC&L)
193
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.1M +$7.49M +192,783 +163%
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$12M +$30.9K +795 +0.3%
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
$11.7M -$37.1M -955,331 -76%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$11.7M +$3.99M +102,823 +52%
CCM
197
Coerente Capital Management
Ontario, Canada
$11.6M +$68.8K +1,770 +0.6%
NCM
198
Novare Capital Management
North Carolina
$11.6M -$368K -9,465 -3%
BCM
199
Brookstone Capital Management
Illinois
$11.6M -$1.76M -40,847 -13%
SIC
200
Salem Investment Counselors
North Carolina
$11.5M -$225K -5,797 -2%
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