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Truist Financial
TFC

Overview Fund Activity

1,554 hedge funds and large institutions have $42.4B invested in Truist Financial in 2024 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 583 increasing their positions, 594 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+89
Holders Change %
+6.08%
% of All Funds
20.69%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.23%
New
193
Increased
583
Reduced
594
Closed
84
Calls
$429M
Puts
$352M
Net Calls
+$76.3M
Net Calls Change
-$61.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$812M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
3
BlackRock
BlackRock
New York
+$215M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$69B
2
Dodge & Cox
Dodge & Cox
California
-$1.11B
3
Harris Associates
Harris Associates
Illinois
-$219M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$169M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
176
Ensign Peak Advisors
Utah
$17.6M -$1.21M -27,878 -6%
OAM
177
Oppenheimer Asset Management
New York
$17.5M -$44.9K -1,035 -0.3%
ECG
178
Edge Capital Group
Georgia
$17.2M -$69B -400,235 -100%
MNA
179
Manning & Napier Advisors
New York
$17M -$1.24M -28,695 -7%
SAM
180
Silvercrest Asset Management
New York
$16.9M +$15.4M +354,109 +1,031%
SOMRS
181
State of Michigan Retirement System
Michigan
$16.8M -$165K -3,800 -1%
ASRS
182
Arizona State Retirement System
Arizona
$16.7M +$38.3K +884 +0.2%
AAIM
183
American Assets Investment Management
California
$16.7M – – –
PR
184
Payden & Rygel
California
$16.6M +$16.6M +381,700 New
Assenagon Asset Management
185
Assenagon Asset Management
Luxembourg
$16.2M -$75.6M -1,743,465 -82%
VOYA Investment Management
186
VOYA Investment Management
Georgia
$16.1M +$256K +5,895 +2%
GC
187
Guggenheim Capital
Illinois
$15.6M +$1.06M +24,548 +7%
X
188
Xponance
Pennsylvania
$15.5M +$960K +22,136 +7%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$15.3M -$833K -19,203 -5%
MIM
190
MetLife Investment Management
New Jersey
$15.2M +$146K +3,362 +1%
KA
191
KLCM Advisors
Wisconsin
$15.1M -$222K -5,108 -1%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M +$4.8M +110,726 +47%
CF
193
Corebridge Financial
Texas
$14.8M -$1.51M -34,734 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.7M – – –
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$14.7M +$716K +16,494 +5%
SIMG
196
Sonora Investment Management Group
Arizona
$14.5M +$215K +4,965 +2%
GLA
197
Great Lakes Advisors
Illinois
$14.5M -$116K -2,681 -0.8%
MIM
198
Montgomery Investment Management
Maryland
$14.4M -$62.9K -1,450 -0.4%
BWL
199
Bogart Wealth LLC
Virginia
$14.4M +$7.12M +164,112 +98%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$779K +17,968 +6%
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