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Truist Financial
TFC

Overview Fund Activity

1,387 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
-94
Holders Change %
-6.35%
% of All Funds
22.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
112
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$358M
2
BlackRock
2
BlackRock
New York
$3.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$732M
4
Amundi
4
Amundi
France
$830M
5
Harris Associates
5
Harris Associates
Illinois
$192M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$425M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.96B
5
Boston Partners
5
Boston Partners
Massachusetts
$83.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.96B -$212M -6,228,588 -5%
BlackRock
2
BlackRock
New York
$3.41B +$261M +7,651,641 +8%
State Street
3
State Street
Massachusetts
$2B -$37.2M -1,092,308 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.42B -$660M -19,343,718 -32%
Bank of America
5
Bank of America
North Carolina
$1.12B -$140M -4,104,094 -11%
Amundi
6
Amundi
France
$830M +$245M +7,642,967 +42%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$815M +$11.3M +332,642 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$732M +$260M +7,635,573 +55%
Dodge & Cox
9
Dodge & Cox
California
$696M +$55M +1,614,219 +9%
Charles Schwab
10
Charles Schwab
California
$573M +$35.6M +1,068,032 +7%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$569M +$123M +3,617,456 +28%
Northern Trust
12
Northern Trust
Illinois
$553M +$5.75M +168,587 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$526M -$62M -1,817,083 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$466M +$1.93M +56,462 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$457M -$71.8M -2,105,715 -14%
Norges Bank
16
Norges Bank
Norway
$454M +$15.5M +454,314 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$452M -$16.9M -496,050 -4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$425M -$385M -11,300,186 -48%
Macquarie Group
19
Macquarie Group
Australia
$374M +$19.7M +578,456 +6%
American Century Companies
20
American Century Companies
Missouri
$365M -$66.1M -1,937,915 -15%
Citadel Advisors
21
Citadel Advisors
Florida
$358M +$301M +8,837,244 +527%
BG
22
Bahl & Gaynor
Ohio
$340M +$59.7M +1,751,226 +21%
Invesco
23
Invesco
Georgia
$330M +$36M +1,054,351 +12%
Federated Hermes
24
Federated Hermes
Pennsylvania
$319M +$94.7M +2,777,550 +42%
Capital International Investors
25
Capital International Investors
California
$318M -$79.5M -2,331,992 -20%
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