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Truist Financial
TFC

Overview Fund Activity

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 168 closing their positions.

Holders
1,302
Holders Change
-85
Holders Change %
-6.13%
% of All Funds
20.54%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
168
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$922M
2
Jane Street
2
Jane Street
New York
$247M
3
Harris Associates
3
Harris Associates
Illinois
$315M
4
Bank of America
4
Bank of America
North Carolina
$1.11B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$115M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$674M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.37M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$512M
4
BG
4
Bahl & Gaynor
Ohio
$186M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.55B +$24.7M +815,198 +0.7%
BlackRock
2
BlackRock
New York
$2.98B -$52.3M -1,723,277 -2%
State Street
3
State Street
Massachusetts
$1.82B +$32.1M +1,056,703 +2%
Bank of America
4
Bank of America
North Carolina
$1.11B +$114M +3,740,717 +11%
Dodge & Cox
5
Dodge & Cox
California
$922M +$303M +9,980,937 +49%
Amundi
6
Amundi
France
$871M +$57.4M +1,828,393 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$741M +$16M +526,889 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$674M -$592M -19,496,024 -47%
Charles Schwab
9
Charles Schwab
California
$524M +$17M +575,930 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$512M -$140M -4,596,922 -21%
Morgan Stanley
11
Morgan Stanley
New York
$465M +$58.2M +1,919,245 +14%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$464M -$3.82M -125,923 -0.8%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$459M -$47.6M -1,568,862 -9%
Northern Trust
14
Northern Trust
Illinois
$453M -$39.1M -1,288,915 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$445M +$30.3M +999,961 +7%
Norges Bank
16
Norges Bank
Norway
$414M +$9.63M +317,302 +2%
Macquarie Group
17
Macquarie Group
Australia
$408M +$75.2M +2,476,914 +23%
Franklin Resources
18
Franklin Resources
California
$356M +$84.4M +2,781,842 +31%
Capital International Investors
19
Capital International Investors
California
$336M +$52.6M +1,734,025 +19%
Citadel Advisors
20
Citadel Advisors
Florida
$323M +$4.3M +141,766 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$322M -$80.5M -2,652,486 -20%
Invesco
22
Invesco
Georgia
$319M +$24.8M +818,649 +8%
Federated Hermes
23
Federated Hermes
Pennsylvania
$315M +$31.6M +1,040,000 +11%
Harris Associates
24
Harris Associates
Illinois
$315M +$145M +4,766,876 +85%
American Century Companies
25
American Century Companies
Missouri
$298M -$27.1M -893,925 -8%
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