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Truist Financial
TFC

Overview Fund Activity

669 hedge funds and large institutions have $15.3B invested in Truist Financial in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 249 increasing their positions, 244 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+40
Holders Change %
+6.36%
% of All Funds
19.43%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.49%
New
85
Increased
249
Reduced
244
Closed
42
Calls
$160M
Puts
$99.4M
Net Calls
+$61M
Net Calls Change
+$14.2M

Top Buyers

1
CI
Cambiar Investors
Colorado
+$107M
2
BAM
Burgundy Asset Management
Ontario, Canada
+$94.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.7M
4
LSV Asset Management
LSV Asset Management
Illinois
+$73.2M
5
MAM
Marketfield Asset Management
New York
+$56.1M

Top Sellers

1
IC
Institutional Capital
Illinois
-$371M
2
TCIM
TIAA CREF Investment Management
New York
-$128M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$77.7M
4
RFC
Russell Frank Company
Washington
-$43.6M
5
BG
BlackRock Group
United Kingdom
-$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHS
276
Aspiriant Holdings S3
California
$3.47M -$51.1K -1,369 -1%
RJFSA
277
Raymond James Financial Services Advisors
Florida
$3.44M -$211K -5,646 -6%
BBHC
278
Brown Brothers Harriman & Co
New York
$3.39M -$342K -9,174 -9%
SBWIC
279
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.39M +$67.2K +1,800 +2%
QCMC
280
Quantum Capital Management (California)
California
$3.28M +$360K +9,639 +12%
WIM
281
Waverton Investment Management
United Kingdom
$3.26M – – –
LMF
282
LMR Master Fund
Cayman Islands
$3.21M +$2.93M +78,381 +1,028%
DC
283
Deere & Company
Illinois
$3.21M +$131K +3,514 +4%
SLF
284
Sun Life Financial
Ontario, Canada
$3.17M -$1.06M -28,394 -25%
Calamos Advisors
285
Calamos Advisors
Illinois
$3.17M – – –
Janus Henderson Group
286
Janus Henderson Group
United Kingdom
$3.12M – – –
HPC
287
HM Payson & Co
Maine
$3.04M -$35.2K -942 -1%
CCMINC
288
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.03M +$8.81K +236 +0.3%
SI
289
Stephens Inc
Arkansas
$2.98M +$1.24M +33,237 +71%
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$2.94M -$262K -7,018 -8%
VV
291
Verity & Verity
South Carolina
$2.94M +$581K +15,570 +25%
PIM
292
Penobscot Investment Management
Massachusetts
$2.89M +$305K +8,185 +12%
HA
293
Hamel Associates
New Jersey
$2.85M +$2.85M +76,475 New
Nordea Investment Management
294
Nordea Investment Management
Sweden
$2.84M +$97.6K +2,616 +4%
MOACM
295
Mutual of America Capital Management
New York
$2.82M +$99.5K +2,665 +4%
DG
296
Davidson & Garrard
Virginia
$2.8M -$100K -2,679 -3%
CNB
297
City National Bank
California
$2.79M +$1.38M +36,929 +97%
GIA
298
Gateway Investment Advisers
Ohio
$2.77M -$19.1K -513 -0.7%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$2.77M -$73.5K -1,970 -3%
AAM
300
Aberdeen Asset Management
United Kingdom
$2.74M – – –
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