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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 %
SFM
526
Signature Financial Management
Virginia
$317K – – –
PAMG
527
Patton Albertson Miller Group
Tennessee
$311K -$3.76K -100 -1%
WCM
528
Wisconsin Capital Management
Wisconsin
$307K – – –
WF
529
Welch & Forbes
Massachusetts
$304K -$55.9K -1,500 -16%
GVT
530
Genesee Valley Trust
New York
$303K -$3.24K -87 -1%
DSN
531
D. Scott Neal
Kentucky
$298K +$298K +7,977 New
DWA
532
Douglass Winthrop Advisors
New York
$298K +$298K +8,000 New
BCM
533
Birmingham Capital Management
Alabama
$291K – – –
CNBT
534
Canandaigua National Bank & Trust
New York
$289K +$289K +7,775 New
MYLI
535
Meiji Yasuda Life Insurance
Japan
$287K +$6.22K +167 +2%
HWA
536
Heritage Wealth Advisors
Virginia
$287K +$12.6K +337 +5%
IMS
537
Index Management Solutions
Pennsylvania
$284K +$250K +6,715 +728%
WPC
538
White Pine Capital
Minnesota
$277K – – –
SJL
539
Shayne & Jacobs LLC
Tennessee
$276K – – –
ACM
540
Azimuth Capital Management
Michigan
$275K +$32.9K +885 +14%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$274K +$1.38K +37 +0.5%
AP
542
Advisor Partners
California
$271K -$3.54K -95 -1%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$270K -$3.05K -82 -1%
BC
544
Barnett & Company
Tennessee
$267K – – –
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$264K -$46.5K -1,250 -15%
GA
546
Geneva Advisors
Illinois
$262K +$4.02K +108 +2%
ACM
547
Argyle Capital Management
Pennsylvania
$260K – – –
CIS
548
Capital International Sarl
California
$260K +$66.9K +1,800 +35%
ARMT
549
Amica Retiree Medical Trust
Rhode Island
$257K – – –
GIA
550
Guyasuta Investment Advisors
Pennsylvania
$256K -$37.2K -1,000 -13%
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