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Truist Financial
TFC

Overview Fund Activity

1,388 hedge funds and large institutions have $36B invested in Truist Financial in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 435 increasing their positions, 597 reducing their positions, and 86 closing their positions.

Holders
1,388
Holders Change
+125
Holders Change %
+9.9%
% of All Funds
20.35%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.25%
New
231
Increased
435
Reduced
597
Closed
86
Calls
$799M
Puts
$319M
Net Calls
+$480M
Net Calls Change
+$338M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.73B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$860M
3
Bank of America
3
Bank of America
North Carolina
$957M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$591M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$233M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$202M
3
Norges Bank
3
Norges Bank
Norway
$308M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.61M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.35B +$25.1M +680,843 +0.6%
BlackRock
2
BlackRock
New York
$3.6B +$49.9M +1,352,803 +1%
State Street
3
State Street
Massachusetts
$2.3B +$127M +3,431,943 +6%
Dodge & Cox
4
Dodge & Cox
California
$1.96B +$4.5M +121,890 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$1.73B +$1.16B +31,438,694 +205%
Amundi
6
Amundi
France
$971M +$102M +2,698,326 +12%
Bank of America
7
Bank of America
North Carolina
$957M +$188M +5,082,516 +24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$944M +$22.7M +616,687 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$860M +$270M +7,300,763 +46%
Charles Schwab
10
Charles Schwab
California
$691M +$52.4M +1,458,248 +8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$591M +$135M +3,652,050 +30%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$580M +$12M +325,160 +2%
Northern Trust
13
Northern Trust
Illinois
$476M -$16M -433,829 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$415M +$46.9M +1,269,399 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$402M +$122M +3,291,568 +43%
Harris Associates
16
Harris Associates
Illinois
$382M -$13.8M -374,621 -3%
Federated Hermes
17
Federated Hermes
Pennsylvania
$369M -$7.18M -194,579 -2%
Macquarie Group
18
Macquarie Group
Australia
$365M -$71M -1,922,515 -16%
American Century Companies
19
American Century Companies
Missouri
$357M +$3.82M +103,562 +1%
Franklin Resources
20
Franklin Resources
California
$343M -$59M -1,597,961 -15%
Invesco
21
Invesco
Georgia
$330M -$53M -1,435,782 -14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$322M +$32.6M +883,416 +11%
Norges Bank
23
Norges Bank
Norway
$308M -$196M -5,305,574 -39%
Legal & General Group
24
Legal & General Group
United Kingdom
$307M +$4.52M +122,557 +1%
UBS AM
25
UBS AM
Illinois
$272M +$1.22M +32,994 +0.4%
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