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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 %
DSN
551
D. Scott Neal
Kentucky
$260K +$260K +6,977 New
ESBC
552
E.S. Barr & Co
Kentucky
$259K – – –
BPC
553
Banque Pictet & Cie
Switzerland
$258K +$258K +6,910 New
KC
554
Kingfisher Capital
North Carolina
$258K +$258K +6,913 New
ARMT
555
Amica Retiree Medical Trust
Rhode Island
$257K +$257K +6,897 New
AP
556
Advisor Partners
California
$255K +$17.9K +479 +8%
FMLI
557
Fukoku Mutual Life Insurance
Japan
$254K – – –
HB
558
Homrich & Berg
Georgia
$254K +$254K +6,807 New
WSCM
559
Wellington Shields Capital Management
New York
$252K – – –
JPMPWA
560
J.P. Morgan Private Wealth Advisors
California
$247K +$247K +6,619 New
RIM
561
Regent Investment Management
Kentucky
$243K – – –
NPC
562
National Planning Corporation
California
$241K -$12.2K -325 -5%
NB
563
Norinchukin Bank
Japan
$238K -$2.13K -57 -0.9%
CFS
564
Community Financial System
New York
$237K -$18.7K -500 -7%
AT
565
Arden Trust
Delaware
$237K +$237K +6,362 New
HTC
566
Haverford Trust Company
Pennsylvania
$233K -$14.9K -400 -6%
SNT
567
Security National Trust
West Virginia
$231K +$14.9K +400 +7%
BJL
568
Brighton Jones LLC
Washington
$230K -$44.9K -1,236 -16%
1GA
569
1st Global Advisors
Texas
$228K +$6.71K +180 +3%
PCMK
570
Paragon Capital Management (Kansas)
Kansas
$225K -$7.44K -200 -3%
RIM
571
Reliant Investment Management
Tennessee
$224K +$224K +6,000 New
GLRA
572
Gerald L. Ray & Associates
Texas
$223K – – –
DT
573
Diversified Trust
Tennessee
$219K -$251K -6,700 -53%
AC
574
Alexandria Capital
Virginia
$218K +$150K +4,007 +220%
P
575
Pitcairn
Pennsylvania
$217K +$217K +5,827 New
21 22
23
24 25