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Truist Financial
TFC

Overview Fund Activity

1,263 hedge funds and large institutions have $26.7B invested in Truist Financial in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 445 increasing their positions, 556 reducing their positions, and 133 closing their positions.

Holders
1,263
Holders Change
-39
Holders Change %
-3%
% of All Funds
20.14%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
111
Increased
445
Reduced
556
Closed
133
Calls
$348M
Puts
$206M
Net Calls
+$142M
Net Calls Change
+$74.1M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.52B
2
Two Sigma Investments
2
Two Sigma Investments
New York
$90M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$85.8M
4
NRCM
4
North Reef Capital Management
California
$66.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$72.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$596M
2
Jane Street
2
Jane Street
New York
$28.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$458M
4
BG
4
Bahl & Gaynor
Ohio
$1.91M
5
Capital International Investors
5
Capital International Investors
California
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.36B +$10.5M +365,871 +0.3%
BlackRock
2
BlackRock
New York
$2.75B -$63.2M -2,209,117 -2%
State Street
3
State Street
Massachusetts
$1.69B -$25.7M -896,734 -1%
Dodge & Cox
4
Dodge & Cox
California
$1.52B +$648M +22,660,216 +75%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$715M +$16.1M +563,727 +2%
Amundi
6
Amundi
France
$656M -$133M -4,669,080 -17%
Bank of America
7
Bank of America
North Carolina
$596M -$447M -15,618,134 -43%
Charles Schwab
8
Charles Schwab
California
$495M +$239K +8,567 +0%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$458M -$177M -6,198,259 -28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$440M +$21M +732,801 +5%
Morgan Stanley
11
Morgan Stanley
New York
$440M +$1.13M +39,510 +0.3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$420M -$17.5M -611,245 -4%
Norges Bank
13
Norges Bank
Norway
$390M +$68.1K +2,382 +0%
Northern Trust
14
Northern Trust
Illinois
$381M -$45.3M -1,584,600 -11%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$368M -$64.9M -2,266,992 -15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$354M -$129M -4,506,473 -27%
Macquarie Group
17
Macquarie Group
Australia
$338M -$46.5M -1,626,249 -12%
Franklin Resources
18
Franklin Resources
California
$312M -$23.6M -826,147 -7%
Harris Associates
19
Harris Associates
Illinois
$307M +$9.35M +326,815 +3%
Invesco
20
Invesco
Georgia
$297M -$3.33M -116,475 -1%
Federated Hermes
21
Federated Hermes
Pennsylvania
$292M -$5.69M -198,915 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$285M -$18.3M -639,463 -6%
American Century Companies
23
American Century Companies
Missouri
$274M -$7.09M -247,848 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$234M -$8.32M -290,734 -3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$225M +$10.7M +375,284 +5%
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