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Truist Financial
TFC

Overview Fund Activity

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
Holders
683
Holders Change
+14
Holders Change %
+2.09%
% of All Funds
19.74%
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

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$394M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$336M
3
Ameriprise
Ameriprise
Minnesota
+$217M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$170M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
+$115M

Top Sellers

1
IG
ING Group
Netherlands
-$121M
2
SB
Suntrust Banks
Georgia
-$74.3M
3
Millennium Management
Millennium Management
New York
-$59.9M
4
State Street
State Street
Massachusetts
-$51.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
501
ACG Wealth
Georgia
$415K -$3.98K -99 -0.9%
ACM
502
Argentus Capital Management
Texas
$414K +$414K +10,308 New
SCM
503
Shelton Capital Management
Colorado
$409K +$1.21K +30 +0.3%
Envestnet Asset Management
504
Envestnet Asset Management
Illinois
$404K -$74.5K -1,855 -16%
TC
505
TFS Capital
Pennsylvania
$404K +$404K +10,055 New
BHWM
506
Bar Harbor Wealth Management
New Hampshire
$402K – – –
QI
507
QS Investors
New York
$402K – – –
HH
508
Hilltop Holdings
Texas
$401K +$182K +4,526 +83%
CT
509
Coastline Trust
Rhode Island
$393K +$10.3K +255 +3%
VFP
510
Verus Financial Partners
Virginia
$389K +$1.16K +29 +0.3%
WF
511
Welch & Forbes
Massachusetts
$388K – – –
PTC
512
Private Trust Company
Ohio
$387K +$3.37K +84 +0.9%
FA
513
FDx Advisors
Illinois
$380K +$380K +9,455 New
TCB
514
Texas Capital Bancshares
Texas
$379K -$65.4K -1,628 -15%
FNBOO
515
First National Bank of Omaha
Nebraska
$375K -$3.91M -97,414 -91%
DA
516
Denali Advisors
California
$374K +$374K +9,300 New
BC
517
Banced Corp
Illinois
$373K -$18.7K -465 -5%
CS
518
Credential Securities
$371K +$371K +9,223 New
NB
519
Norinchukin Bank
Japan
$370K +$114K +2,829 +44%
FAAS
520
First Allied Advisory Services
California
$369K +$15.5K +385 +4%
JPMPWA
521
J.P. Morgan Private Wealth Advisors
California
$367K +$101K +2,530 +38%
DDPIC
522
Deroy & Devereaux Private Investment Counsel
Michigan
$362K – – –
FHC
523
First Houston Capital
Texas
$362K +$362K +9,000 New
WS
524
Wedbush Securities
California
$356K -$435K -10,825 -55%
BC
525
Barnett & Company
Tennessee
$348K +$64.3K +1,600 +23%
19 20
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