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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 %
FAAS
526
First Allied Advisory Services
California
$330K -$1.38M -36,613 -81%
Northwestern Mutual Wealth Management
527
Northwestern Mutual Wealth Management
Wisconsin
$325K +$5.11K +137 +2%
HIM
528
Hermes Investment Management
United Kingdom
$321K – – –
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$321K – – –
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$319K – – –
SFM
531
Signature Financial Management
Virginia
$318K – – –
MYLI
532
Meiji Yasuda Life Insurance
Japan
$318K – – –
WCM
533
Wisconsin Capital Management
Wisconsin
$314K – – –
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$312K – – –
RB
535
Rodgers Brothers
Pennsylvania
$310K +$149 +4 +0%
BCM
536
Birmingham Capital Management
Alabama
$291K -$74.5K -2,000 -20%
NCM
537
Narwhal Capital Management
Georgia
$288K – – –
HWA
538
Heritage Wealth Advisors
Virginia
$288K +$288K +7,720 New
PAG
539
Private Advisor Group
New Jersey
$288K +$288K +7,728 New
SSWM
540
Sheets Smith Wealth Management
North Carolina
$280K -$10.7K -287 -4%
GA
541
Geneva Advisors
Illinois
$279K +$6.31K +169 +2%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$278K -$20.9K -561 -7%
SAS
543
Spectrum Advisory Services
Georgia
$277K – – –
BHBT
544
Burke & Herbert Bank & Trust
Virginia
$276K -$13.6K -365 -5%
HIMC
545
Heritage Investors Management Corp
Maryland
$276K -$7.46K -200 -3%
SJL
546
Shayne & Jacobs LLC
Tennessee
$276K – – –
FWIA
547
Fort Washington Investment Advisors
Ohio
$269K – – –
BC
548
Barnett & Company
Tennessee
$264K +$264K +7,066 New
ACM
549
Argyle Capital Management
Pennsylvania
$261K – – –
ECM
550
Endex Capital Management
Kansas
$261K – – –
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