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Truist Financial

683 hedge funds and large institutions have $17.4B invested in Truist Financial in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 248 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

52% more call options, than puts

Call options by funds: $136M | Put options by funds: $89.6M

14% more capital invested

Capital invested by funds: $15.3B → $17.4B (+$2.1B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.95% more ownership

Funds ownership: 57.91%60.86% (+2.9%)

2% more funds holding

Funds holding: 669683 (+14)

5% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 262

Holders
683
Holders Change
+14
Holders Change %
+2.09%
% of All Funds
19.72%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
67
Increased
248
Reduced
262
Closed
41
Calls
$136M
Puts
$89.6M
Net Calls
+$46.3M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
426
HL Financial Services
Kentucky
$881K -$24.8K -647 -3%
GJIC
427
Gamble Jones Investment Counsel
California
$876K
IPC
428
Independent Portfolio Consultants
Florida
$849K -$94.7K -2,475 -10%
CCM
429
Cullen Capital Management
New York
$838K
OMCS
430
Old Mutual Customised Solutions
South Africa
$815K
FSA
431
Franklin Street Advisors
North Carolina
$815K +$3.52K +92 +0.5%
CBT
432
Central Bank & Trust
Kentucky
$814K
FMC
433
First Merchants Corp
Indiana
$810K -$396K -10,349 -34%
TSWM
434
Triangle Securities Wealth Management
North Carolina
$806K +$297K +7,768 +43%
CIM
435
CIM Investment Management
Pennsylvania
$800K -$18.7K -488 -2%
SAG
436
Sterne Agee Group
Alabama
$790K +$753K +19,677 New
FNT
437
First National Trust
Pennsylvania
$788K -$25.6K -668 -3%
Daiwa Securities Group
438
Daiwa Securities Group
Japan
$787K
CA
439
Cornerstone Advisors
North Carolina
$783K
Mirae Asset Global Investments
440
Mirae Asset Global Investments
South Korea
$776K +$10.2K +266 +1%
SWM
441
SVA Wealth Management
Wisconsin
$760K +$60.2K +1,572 +9%
WC
442
Woodstock Corp
Massachusetts
$750K
PFM
443
Parsec Financial Management
North Carolina
$739K -$6.12K -160 -0.9%
Citadel Advisors
444
Citadel Advisors
Florida
$708K -$44.6M -1,166,325 -99%
SAS
445
Spectrum Advisory Services
Georgia
$704K +$387K +10,100 +136%
PAM
446
PartnerRe Asset Management
Connecticut
$690K +$8.07K +211 +1%
AB
447
Amalgamated Bank
New York
$686K -$12K -313 -2%
Thrivent Financial for Lutherans
448
Thrivent Financial for Lutherans
Minnesota
$669K +$9.57K +250 +2%
QBFM
449
QS Batterymarch Financial Management
New York
$654K -$58.6K -1,531 -9%
MA
450
Marshwinds Advisory
Georgia
$637K +$49.6K +1,297 +9%

TFC Hedge Fund Activity: Q1 2014 in Review

683 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2014, worth a combined $17.4B — up 14% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TFC positions and 41 closed out — a net gain of 26 holders — while 248 added to existing stakes and 262 trimmed.

The largest buyer was Macquarie Group, adding an estimated $376M. The largest seller was ING Group, cutting an estimated $115M.

  • 683 institutional investors held Truist Financial (TFC) as of Q1 2014, up from 669 in Q4 2013.
  • Funds reported $17.4B of Truist Financial stock for Q1 2014, up 14% quarter-over-quarter.
  • 67 funds opened new Truist Financial positions in Q1 2014 and 41 closed out, a net change of +26 holders.
  • The largest Truist Financial buyer in Q1 2014 was Macquarie Group, an estimated $376M added.
  • The largest Truist Financial seller in Q1 2014 was ING Group, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2014.