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Truist Financial
TFC

Overview Fund Activity

675 hedge funds and large institutions have $16.3B invested in Truist Financial in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 263 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.6%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
45
Increased
254
Reduced
263
Closed
42
Calls
$120M
Puts
$78.2M
Net Calls
+$41.8M
Net Calls Change
+$9.83M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
2
Wells Fargo
Wells Fargo
California
+$60.2M
3
Macquarie Group
Macquarie Group
Australia
+$58.2M
4
American Century Companies
American Century Companies
Missouri
+$58M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$34.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$78.9M
2
Norges Bank
Norges Bank
Norway
-$75.3M
3
AAMU
Amundi Asset Management US
Massachusetts
-$47.2M
4
SO
STRS Ohio
Ohio
-$42.6M
5
PIA
Piedmont Investment Advisors
North Carolina
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
401
TCV Trust & Wealth Management
Virginia
$926K -$25.8K -693 -3%
MHS
402
M Holdings Securities
Oregon
$912K +$912K +10,309 New
Teacher Retirement System of Texas
403
Teacher Retirement System of Texas
Texas
$906K +$58.6K +1,574 +7%
CI
404
Conning Inc
Connecticut
$899K -$4.47K -120 -0.5%
EHWM
405
Eads & Heald Wealth Management
Georgia
$891K +$451K +12,125 +103%
CCG
406
Cypress Capital Group
Florida
$874K – – –
LTFS
407
Ladenburg Thalmann Financial Services
Florida
$866K +$220K +5,922 +34%
CBB
408
Citizens Business Bank
California
$856K – – –
OPTFSNA
409
Old Point Trust & Financial Services N A
Virginia
$855K – – –
KeyBank National Association
410
KeyBank National Association
Ohio
$831K -$24.6K -660 -3%
CWM
411
Calamos Wealth Management
Illinois
$823K +$50.8K +1,365 +7%
SWM
412
SVA Wealth Management
Wisconsin
$804K +$66.8K +1,795 +9%
IPC
413
Independent Portfolio Consultants
Florida
$782K +$18.7K +502 +2%
GJIC
414
Gamble Jones Investment Counsel
California
$777K – – –
CCM
415
Cullen Capital Management
New York
$776K – – –
PFM
416
Parsec Financial Management
North Carolina
$772K +$91.9K +2,470 +14%
FSA
417
Franklin Street Advisors
North Carolina
$763K -$29.5K -794 -4%
QI
418
QS Investors
New York
$745K – – –
YMRC
419
Yorktown Management & Research Company
Virginia
$744K – – –
ANTB
420
AMG National Trust Bank
Colorado
$743K -$275K -7,400 -27%
AB
421
Amalgamated Bank
New York
$740K +$5.03K +135 +0.7%
HFS
422
HL Financial Services
Kentucky
$735K -$4.54K -122 -0.6%
SHA
423
Smith Hayes Advisers
Nebraska
$731K +$156K +4,185 +27%
CI
424
Capital International
California
$726K -$70.7K -1,900 -9%
AWM
425
Altavista Wealth Management
North Carolina
$719K -$190K -5,100 -21%
15 16
17
18 19