TFC icon

Truist Financial
TFC

Overview Fund Activity

1,409 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 565 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.49%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
565
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.74B
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$177M
4
UBS AM
4
UBS AM
Illinois
$355M
5
JCM
5
Junto Capital Management
New York
$66.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$183M
2
Citadel Advisors
2
Citadel Advisors
Florida
$373M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$282K
5
Morgan Stanley
5
Morgan Stanley
New York
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.57B +$45.9M +1,181,800 +1%
BlackRock
2
BlackRock
New York
$3.85B -$55.9M -1,439,152 -1%
State Street
3
State Street
Massachusetts
$2.3B -$5.51M -141,813 -0.2%
Dodge & Cox
4
Dodge & Cox
California
$2.01B -$10.7M -275,354 -0.5%
Capital International Investors
5
Capital International Investors
California
$2B +$1.55B +39,901,040 +343%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.74B +$358M +9,223,118 +26%
Bank of America
7
Bank of America
North Carolina
$1.59B +$983K +25,291 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.05B +$22.5M +581,734 +2%
Amundi
9
Amundi
France
$992M -$20.5M -527,943 -2%
Charles Schwab
10
Charles Schwab
California
$684M -$985K -25,362 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$666M -$86.3M -2,222,377 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$583M -$41M -1,055,852 -7%
Northern Trust
13
Northern Trust
Illinois
$480M -$2.56M -66,019 -0.5%
Harris Associates
14
Harris Associates
Illinois
$415M +$9.25M +238,091 +2%
American Century Companies
15
American Century Companies
Missouri
$394M -$24.7M -636,404 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$373M -$96.3M -2,479,108 -21%
Federated Hermes
17
Federated Hermes
Pennsylvania
$366M -$18.4M -474,659 -5%
Invesco
18
Invesco
Georgia
$360M +$7.5M +192,956 +2%
UBS AM
19
UBS AM
Illinois
$355M +$70.1M +1,805,078 +25%
Macquarie Group
20
Macquarie Group
Australia
$353M -$17.2M -441,703 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$347M +$11.6M +299,196 +3%
Norges Bank
22
Norges Bank
Norway
$331M -$1.53M -39,468 -0.5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$316M -$3.82M -98,324 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$311M -$11M -282,388 -3%
Franklin Resources
25
Franklin Resources
California
$286M +$1.13M +29,027 +0.4%
1
2 3 4 5