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Truist Financial
TFC

Overview Fund Activity

629 hedge funds and large institutions have $13.7B invested in Truist Financial in 2013 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+9
Holders Change %
+1.45%
% of All Funds
20.4%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.42%
New
59
Increased
250
Reduced
233
Closed
47
Calls
$131M
Puts
$84.3M
Net Calls
+$46.8M
Net Calls Change
-$6.24M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
IC
Institutional Capital
Illinois
$425M
3
BG
BlackRock Group
United Kingdom
$233M
4
Capital Research Global Investors
Capital Research Global Investors
California
$169M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$49.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$266M
5
Deutsche Bank
Deutsche Bank
Germany
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
576
Kings Point Capital Management
New York
$81K – – –
DADC
577
D.A. Davidson & Co
Montana
$80K -$4.71K -143 -6%
ST
578
Stifel Trust
Missouri
$80K – – –
JG
579
Jefferies Group
New York
$76K -$171K -5,091 -69%
IMS
580
Index Management Solutions
Pennsylvania
$75K +$75K +2,231 New
PFS
581
Penseco Financial Services
Pennsylvania
$74K – – –
LIA
582
LS Investment Advisors
Michigan
$73K +$33.4K +990 +85%
Manulife (Manufacturers Life Insurance)
583
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$6.83K +202,374 +11%
TIM
584
Tortoise Investment Management
New York
$68K – – –
FAM
585
Formidable Asset Management
Ohio
$68K +$68K +2,010 New
DIA
586
Davidson Investment Advisors
Montana
$62K – – –
AC
587
Alexandria Capital
Virginia
$62K +$170 +5 +0.3%
FNBT
588
FineMark National Bank & Trust
Florida
$61K -$3.33K -99 -5%
PMFA
589
Plante Moran Financial Advisors
Michigan
$53K +$50.8K +1,500 +2,273%
OSNBOA
590
Old Second National Bank of Aurora
Illinois
$51K – – –
FA
591
Financial Advantage
Maryland
$47K – – –
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$13.2K +397 +40%
S
593
SignatureFD
Georgia
$41K +$4.42K +131 +12%
FFC
594
First Financial Corp
Indiana
$38K – – –
Schroder Investment Management Group
595
Schroder Investment Management Group
United Kingdom
$37.1K -$361K -10,700 -91%
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K – – –
BPBT
597
Boston Private Bank & Trust
Massachusetts
$36K – – –
MUMSS
598
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K +$31K +920 New
PH
599
Pinnacle Holdings
Oklahoma
$30.4K +$30.4K +900 New
MA
600
MCF Advisors
Kentucky
$30K +$202 +5 +0.7%
22 23
24
25 26