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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 %
FWIA
551
Fort Washington Investment Advisors
Ohio
$289K – – –
NCM
552
Narwhal Capital Management
Georgia
$282K -$28.1K -700 -9%
ACM
553
Argyle Capital Management
Pennsylvania
$281K – – –
BHBT
554
Burke & Herbert Bank & Trust
Virginia
$279K -$18.9K -469 -6%
BPC
555
Banque Pictet & Cie
Switzerland
$278K – – –
ARMT
556
Amica Retiree Medical Trust
Rhode Island
$277K – – –
RIM
557
Reliant Investment Management
Tennessee
$276K +$35.1K +875 +15%
FMLI
558
Fukoku Mutual Life Insurance
Japan
$273K – – –
WSCM
559
Wellington Shields Capital Management
New York
$271K – – –
HB
560
Homrich & Berg
Georgia
$263K -$10.8K -268 -4%
NPC
561
National Planning Corporation
California
$262K – – –
RIM
562
Regent Investment Management
Kentucky
$262K – – –
SSWM
563
Sheets Smith Wealth Management
North Carolina
$260K -$41.5K -1,034 -14%
ONB
564
Old National Bancorp
Indiana
$257K +$257K +6,391 New
EWM
565
Evermay Wealth Management
Virginia
$253K +$253K +6,318 New
SNT
566
Security National Trust
West Virginia
$250K – – –
PCMK
567
Paragon Capital Management (Kansas)
Kansas
$243K – – –
GLRA
568
Gerald L. Ray & Associates
Texas
$240K – – –
CFS
569
Community Financial System
New York
$239K -$16.1K -400 -6%
CIA
570
Choate Investment Advisors
Massachusetts
$238K +$238K +5,935 New
HI
571
HBK Investments
Texas
$237K +$237K +5,900 New
OI
572
Oakbrook Investments
Illinois
$235K -$165K -4,100 -41%
1GA
573
1st Global Advisors
Texas
$234K -$12.2K -303 -5%
LI
574
Lafayette Investments
Maryland
$234K – – –
IA
575
Icon Advisers
Colorado
$233K +$233K +5,800 New
21 22
23
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