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Truist Financial
TFC

Overview Fund Activity

675 hedge funds and large institutions have $16.3B invested in Truist Financial in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 263 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.6%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
45
Increased
254
Reduced
263
Closed
42
Calls
$120M
Puts
$78.2M
Net Calls
+$41.8M
Net Calls Change
+$9.83M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
2
Wells Fargo
Wells Fargo
California
+$60.2M
3
Macquarie Group
Macquarie Group
Australia
+$58.2M
4
American Century Companies
American Century Companies
Missouri
+$58M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$34.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$78.9M
2
Norges Bank
Norges Bank
Norway
-$75.3M
3
AAMU
Amundi Asset Management US
Massachusetts
-$47.2M
4
SO
STRS Ohio
Ohio
-$42.6M
5
PIA
Piedmont Investment Advisors
North Carolina
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
501
Woodstock Corp
Massachusetts
$400K -$295K -7,924 -42%
WPW
502
Waldron Private Wealth
Pennsylvania
$400K – – –
JWM
503
Jacobus Wealth Management
Wisconsin
$398K – – –
BC
504
Bartlett & Co
Ohio
$398K – – –
WS
505
Wedbush Securities
California
$393K – – –
PTC
506
Private Trust Company
Ohio
$381K – – –
FNBOMD
507
First National Bank of Mount Dora
Florida
$377K -$961K -25,800 -72%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$377K -$153K -4,123 -29%
CT
509
Coastline Trust
Rhode Island
$373K +$8.57K +230 +2%
AA
510
Ancora Advisors
Ohio
$372K -$37.2K -1,000 -9%
MGIA
511
Moneta Group Investment Advisors
Missouri
$372K +$372K +10,000 New
JIC
512
Johnson Investment Counsel
Ohio
$358K +$7.42K +200 +2%
HH
513
Hilltop Holdings
Texas
$351K -$50.9K -1,370 -13%
BHWM
514
Bar Harbor Wealth Management
New Hampshire
$349K -$1.87K -50 -0.5%
VFP
515
Verus Financial Partners
Virginia
$342K -$8.21K -221 -2%
PAG
516
Private Advisor Group
New Jersey
$338K +$65.3K +1,755 +24%
MHC
517
Meyer Handelman Company
New York
$338K +$338K +9,100 New
BCM
518
Blenheim Capital Management
New Jersey
$335K +$335K +9,000 New
ASN
519
Advisory Services Network
Georgia
$332K +$332K +8,912 New
BRWA
520
B. Riley Wealth Advisors
Florida
$328K -$313K -8,402 -49%
BPC
521
Banque Pictet & Cie
Switzerland
$327K +$69.6K +1,869 +27%
TCB
522
Texas Capital Bancshares
Texas
$321K – – –
FAAS
523
First Allied Advisory Services
California
$321K +$321K +8,493 New
HIM
524
Hermes Investment Management
United Kingdom
$320K – – –
BHIA
525
Birch Hill Investment Advisors
Massachusetts
$320K – – –
19 20
21
22 23