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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 %
CCT
501
Chemung Canal Trust
New York
$400K -$13.1K -350 -3%
JWM
502
Jacobus Wealth Management
Wisconsin
$399K -$18.6K -500 -4%
BC
503
Bartlett & Co
Ohio
$399K – – –
William Blair & Company
504
William Blair & Company
Illinois
$394K -$4.47K -120 -1%
PAMG
505
Patton Albertson Miller Group
Tennessee
$391K -$9.93K -266 -2%
AW
506
ACG Wealth
Georgia
$389K +$389K +10,424 New
WPW
507
Waldron Private Wealth
Pennsylvania
$386K +$386K +10,355 New
SCM
508
Shelton Capital Management
Colorado
$379K +$1.23K +33 +0.3%
QI
509
QS Investors
New York
$374K – – –
BHWM
510
Bar Harbor Wealth Management
New Hampshire
$373K -$9.69K -260 -3%
CCM
511
Cutler Capital Management
Massachusetts
$373K +$56K +1,500 +18%
OI
512
Oakbrook Investments
Illinois
$371K -$5.13M -137,550 -93%
VKH
513
Virtu KCG Holdings
New York
$369K -$560K -15,016 -60%
Bank of Nova Scotia
514
Bank of Nova Scotia
Ontario, Canada
$368K +$26.3K +706 +8%
BC
515
Banced Corp
Illinois
$363K -$47.9K -1,286 -12%
VFP
516
Verus Financial Partners
Virginia
$361K +$1.27K +34 +0.4%
WF
517
Welch & Forbes
Massachusetts
$360K – – –
PTC
518
Private Trust Company
Ohio
$357K -$3.17K -85 -0.9%
CT
519
Coastline Trust
Rhode Island
$356K +$61.9K +1,655 +21%
RA
520
Rational Advisors
New York
$345K +$328K +8,771 +1,890%
SSB
521
Sandy Spring Bank
Maryland
$341K -$1.87K -50 -0.5%
GVT
522
Genesee Valley Trust
New York
$339K +$339K +9,085 New
DDPIC
523
Deroy & Devereaux Private Investment Counsel
Michigan
$336K – – –
VRS
524
Virginia Retirement Systems
Virginia
$334K +$80.4K +2,154 +32%
LIA
525
LS Investment Advisors
Michigan
$331K +$250K +6,715 +311%
19 20
21
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