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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 %
BHIA
526
Birch Hill Investment Advisors
Massachusetts
$346K – – –
HIM
527
Hermes Investment Management
United Kingdom
$345K – – –
SFM
528
Signature Financial Management
Virginia
$342K – – –
WCM
529
Wisconsin Capital Management
Wisconsin
$338K – – –
BRWA
530
B. Riley Wealth Advisors
Florida
$337K +$119K +2,949 +54%
PAMG
531
Patton Albertson Miller Group
Tennessee
$336K -$84.3K -2,102 -20%
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$336K +$80 +2 +0%
Rafferty Asset Management
533
Rafferty Asset Management
New York
$335K -$221K -5,505 -40%
GVT
534
Genesee Valley Trust
New York
$334K -$30.6K -762 -8%
RB
535
Rodgers Brothers
Pennsylvania
$334K +$201 +5 +0.1%
FHA
536
First Horizon Advisors
Tennessee
$333K -$142K -3,536 -30%
GIA
537
Guyasuta Investment Advisors
Pennsylvania
$316K -$26.6K -665 -8%
BCM
538
Birmingham Capital Management
Alabama
$314K – – –
WTIM
539
Wilmington Trust Investment Management
Delaware
$304K -$173K -4,300 -36%
MYLI
540
Meiji Yasuda Life Insurance
Japan
$303K -$38.9K -969 -11%
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$299K -$51.6K -1,283 -15%
PAG
542
Private Advisor Group
New Jersey
$299K -$11K -274 -4%
AGM
543
Alpine Global Management
New York
$298K +$298K +7,414 New
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$297K -$2.86K -71 -1%
SJL
545
Shayne & Jacobs LLC
Tennessee
$297K – – –
HWA
546
Heritage Wealth Advisors
Virginia
$295K -$14.4K -360 -5%
GA
547
Geneva Advisors
Illinois
$293K -$6.78K -169 -2%
AP
548
Advisor Partners
California
$292K +$17.9K +446 +7%
CCM
549
Cutler Capital Management
Massachusetts
$289K -$112K -2,800 -28%
HIMC
550
Heritage Investors Management Corp
Maryland
$289K -$8.03K -200 -3%
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