TFC icon

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 %
AMIM
376
Aull & Monroe Investment Management
Alabama
$1.37M – – –
TTWM
377
TCV Trust & Wealth Management
Virginia
$1.37M +$502K +13,452 +58%
UBWV
378
United Bank (West Virginia)
West Virginia
$1.36M +$12.7K +340 +0.9%
FM
379
Foster & Motley
Ohio
$1.35M -$411K -11,010 -23%
CCM
380
Chilton Capital Management
Texas
$1.33M +$1.33M +35,700 New
CIM
381
CenturyLink Investment Management
Colorado
$1.32M -$126K -3,389 -9%
LG
382
Leuthold Group
Minnesota
$1.32M -$66K -1,769 -5%
GT
383
Glenview Trust
Kentucky
$1.31M +$1.31M +35,146 New
CCFCSB
384
Cape Cod Five Cents Savings Bank
Massachusetts
$1.29M -$80.6K -2,160 -6%
GIA
385
GHP Investment Advisors
Colorado
$1.28M +$18.9K +506 +1%
YMRC
386
Yorktown Management & Research Company
Virginia
$1.27M +$26.1K +700 +2%
BAC
387
Boys Arnold & Co
North Carolina
$1.26M +$75.3K +2,019 +6%
SCM
388
Southport Capital Management
Tennessee
$1.25M -$41.1K -1,100 -3%
PA
389
Profund Advisors
Maryland
$1.19M -$159K -4,254 -12%
SFP
390
Santa Fe Partners
New Mexico
$1.18M +$1.18M +31,574 New
ZIC
391
ZWJ Investment Counsel
Georgia
$1.18M – – –
B
392
Baird
Wisconsin
$1.16M -$16.2K -433 -1%
FMC
393
First Merchants Corp
Indiana
$1.14M -$155K -4,168 -12%
CCMG
394
Clark Capital Management Group
Pennsylvania
$1.11M – – –
VAM
395
Visium Asset Management
New York
$1.11M -$5.65M -151,513 -84%
SIG
396
Schooner Investment Group
Pennsylvania
$1.1M +$1.1M +30,000 New
AIU
397
Algebris Investments (UK)
United Kingdom
$1.09M -$1.13M -30,200 -51%
SC
398
SouthState Corp
Florida
$1.08M +$15.4K +413 +1%
TU
399
TDAM USA
Ontario, Canada
$1.07M +$642K +17,212 +150%
NCM
400
Novare Capital Management
North Carolina
$1.06M -$37.2K -996 -3%
14 15
16
17 18