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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 %
AB
451
Amalgamated Bank
New York
$649K -$6.16K -165 -0.9%
SWM
452
SVA Wealth Management
Wisconsin
$647K +$647K +17,347 New
PAM
453
PartnerRe Asset Management
Connecticut
$633K -$36.2K -970 -5%
JG
454
Jefferies Group
New York
$627K +$543K +14,548 +642%
Thrivent Financial for Lutherans
455
Thrivent Financial for Lutherans
Minnesota
$612K +$3.73K +100 +0.6%
GMIM
456
General Motors Investment Management
New York
$603K – – –
FCH
457
Freestone Capital Holdings
Washington
$585K +$585K +15,665 New
Acadian Asset Management
458
Acadian Asset Management
Massachusetts
$578K +$578K +15,487 New
TFA
459
Toth Financial Advisory
Virginia
$575K -$28K -750 -5%
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$572K +$572K +15,323 New
ANB
461
Amarillo National Bank
Texas
$567K -$11.7K -315 -2%
MCMT
462
Moon Capital Management (Tennessee)
Tennessee
$562K +$37 +1 +0%
PAI
463
Pittenger & Anderson Inc
Nebraska
$560K – – –
SHA
464
Smith Hayes Advisers
Nebraska
$556K -$5.64K -151 -1%
SACTSONJ
465
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$556K – – –
FBB
466
Fulton Breakefield Broenniman
Maryland
$551K +$77.9K +2,090 +16%
MA
467
Marshwinds Advisory
Georgia
$544K -$5.3K -142 -1%
FAM
468
Forty4 Asset Management
Illinois
$541K +$541K +14,500 New
CANC
469
Culbertson A N & Co
Virginia
$540K -$13.8K -370 -2%
CTI
470
Community Trust & Investment
Kentucky
$529K – – –
EHWM
471
Eads & Heald Wealth Management
Georgia
$529K +$17.8K +478 +3%
MFS
472
MSI Financial Services
Massachusetts
$524K -$62.7K -1,678 -11%
Rafferty Asset Management
473
Rafferty Asset Management
New York
$517K -$219K -5,864 -30%
TNB
474
Thomasville National Bank
Georgia
$507K -$9.21K -247 -2%
ANRIA
475
American National Registered Investment Advisor
Texas
$495K +$6.91K +185 +1%
17 18
19
20 21