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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 %
ECM
476
Everence Capital Management
Indiana
$487K – – –
WFG
477
Wills Financial Group
Virginia
$487K +$487K +13,067 New
CI
478
Constellation Investments
Ohio
$481K +$33.6K +900 +8%
PL
479
Parthenon LLC
Kentucky
$476K – – –
Bessemer Group
480
Bessemer Group
New Jersey
$476K +$26.9K +720 +6%
LTFS
481
Ladenburg Thalmann Financial Services
Florida
$474K +$24.8K +664 +6%
JIC
482
Johnson Investment Counsel
Ohio
$462K +$12.3K +330 +3%
CIC
483
Crawford Investment Counsel
Georgia
$451K -$10.8K -290 -2%
Envestnet Asset Management
484
Envestnet Asset Management
Illinois
$445K -$32.1K -860 -7%
WTIM
485
Wilmington Trust Investment Management
Delaware
$443K -$74.6K -2,000 -14%
MNBTD
486
Moody National Bank Trust Division
Texas
$443K +$6.9K +185 +2%
First Manhattan
487
First Manhattan
New York
$443K +$18.6K +500 +4%
FHA
488
First Horizon Advisors
Tennessee
$442K -$2.91K -78 -0.7%
VNA
489
VNBTrust National Association
Virginia
$442K – – –
PP
490
Patten & Patten
Tennessee
$441K -$48.5K -1,301 -10%
IFB
491
iAB Financial Bank
Indiana
$439K +$7.46K +200 +2%
TSW
492
Thompson Siegel & Walmsley
Virginia
$433K -$10K -268 -2%
WA
493
WFG Advisors
Texas
$427K +$271K +7,255 +174%
Jane Street
494
Jane Street
New York
$424K +$424K +11,371 New
GAM
495
Gotham Asset Management
New York
$421K +$27.4K +734 +7%
RBC
496
Ronald Blue & Co
Georgia
$416K -$34.7K -929 -8%
TCB
497
Texas Capital Bancshares
Texas
$413K +$413K +11,066 New
AA
498
Ancora Advisors
Ohio
$411K – – –
TCOV
499
Trust Company of Vermont
Vermont
$409K +$93K +2,493 +29%
Diamond Hill Capital Management
500
Diamond Hill Capital Management
Ohio
$407K -$299 -8 -0.1%
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