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 %
CBB
426
Citizens Business Bank
California
$858K – – –
SYBT
427
Stock Yards Bank & Trust
Kentucky
$852K -$933 -25 -0.1%
HFS
428
HL Financial Services
Kentucky
$842K +$21.5K +576 +3%
Connor, Clark & Lunn Investment Management (CC&L)
429
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$828K +$828K +20,885 New
GJIC
430
Gamble Jones Investment Counsel
California
$814K – – –
DL
431
Delta Lloyd
Netherlands
$809K +$117K +3,127 +17%
CWM
432
Calamos Wealth Management
Illinois
$799K +$54.3K +1,455 +7%
Two Sigma Advisers
433
Two Sigma Advisers
New York
$793K +$298K +8,000 +60%
CCM
434
Cullen Capital Management
New York
$778K – – –
CIM
435
CIM Investment Management
Pennsylvania
$761K +$54.8K +1,470 +8%
FNT
436
First National Trust
Pennsylvania
$758K -$68.8K -1,843 -8%
OMCS
437
Old Mutual Customised Solutions
South Africa
$758K – – –
CBT
438
Central Bank & Trust
Kentucky
$756K – – –
FSA
439
Franklin Street Advisors
North Carolina
$754K +$3.69K +99 +0.5%
WS
440
Wedbush Securities
California
$735K -$37.3K -1,000 -5%
Daiwa Securities Group
441
Daiwa Securities Group
Japan
$731K -$78.3K -2,100 -10%
DCMA
442
Daiwa Capital Markets America
New York
$731K +$731K +19,600 New
DnB Asset Management
443
DnB Asset Management
Norway
$731K +$131K +3,500 +22%
CA
444
Cornerstone Advisors
North Carolina
$728K +$149K +4,000 +26%
Mirae Asset Global Investments
445
Mirae Asset Global Investments
South Korea
$711K +$27.6K +738 +4%
WC
446
Woodstock Corp
Massachusetts
$697K – – –
PFM
447
Parsec Financial Management
North Carolina
$693K – – –
TSWM
448
Triangle Securities Wealth Management
North Carolina
$668K -$201K -5,378 -23%
QBFM
449
QS Batterymarch Financial Management
New York
$665K -$88.7K -2,375 -12%
MC
450
Menta Capital
California
$661K +$661K +17,700 New
16 17
18
19 20