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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 %
ICAS
551
Investors Capital Advisory Services
Massachusetts
$256K +$256K +6,890 New
FMLI
552
Fukoku Mutual Life Insurance
Japan
$253K – – –
IMAS
553
ID Management A/S
Denmark
$253K +$253K +6,800 New
FNBOO
554
First National Bank of Omaha
Nebraska
$251K – – –
WSCM
555
Wellington Shields Capital Management
New York
$251K – – –
BHBT
556
Burke & Herbert Bank & Trust
Virginia
$249K -$9.51K -255 -4%
FWIA
557
Fort Washington Investment Advisors
Ohio
$249K – – –
FNBT
558
FineMark National Bank & Trust
Florida
$248K +$5.3K +142 +2%
RIM
559
Regent Investment Management
Kentucky
$242K – – –
ICM
560
IMS Capital Management
Oregon
$242K +$242K +6,500 New
SSWM
561
Sheets Smith Wealth Management
North Carolina
$238K -$3.08K -83 -1%
LBG
562
Lloyds Banking Group
United Kingdom
$238K -$1.41K -38 -0.6%
PP
563
Patten & Patten
Tennessee
$237K +$16.1K +433 +7%
FCB
564
First Citizens Bancorporation
South Carolina
$234K -$1.26M -33,915 -84%
HB
565
Homrich & Berg
Georgia
$234K +$596 +16 +0.3%
MSFP
566
Mark Sheptoff Financial Planning
Connecticut
$233K +$103K +2,775 +79%
GF
567
Gerstein Fisher
New York
$227K – – –
PCMK
568
Paragon Capital Management (Kansas)
Kansas
$225K – – –
FHC
569
First Houston Capital
Texas
$223K -$33.5K -900 -13%
GLRA
570
Gerald L. Ray & Associates
Texas
$223K – – –
SNT
571
Security National Trust
West Virginia
$219K -$20.5K -550 -9%
LI
572
Lafayette Investments
Maryland
$217K – – –
NCM
573
Narwhal Capital Management
Georgia
$213K -$18.6K -500 -8%
DCLA
574
Douglas C. Lane & Associates
New York
$213K +$8.34K +224 +4%
GAM
575
Gotham Asset Management
New York
$212K +$8.36K +225 +4%
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