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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 %
WRM
601
Westport Resources Management
Connecticut
$131K – – –
SAMC
602
Shinko Asset Management Company
Japan
$119K -$11.2K -300 -9%
HFM
603
Hartford Financial Management
Connecticut
$119K – – –
HF
604
Hoxton Financial
West Virginia
$118K +$7.25K +195 +7%
MCM
605
Manchester Capital Management
Vermont
$112K -$82K -2,200 -42%
DOA
606
D'Orazio & Associates
Virginia
$105K +$105K +2,811 New
CCS
607
Crosspoint Capital Strategies
California
$102K +$102K +2,700 New
DADC
608
D.A. Davidson & Co
Montana
$93K +$5.1K +141 +6%
IMS
609
Index Management Solutions
Pennsylvania
$93K +$9.51K +254 +11%
PG
610
PEAK6 Group
Illinois
$90K +$90K +2,400 New
ST
611
Stifel Trust
Missouri
$83K -$5.66K -150 -6%
Manulife (Manufacturers Life Insurance)
612
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.9K -$456K -1,733,705 -85%
ASN
613
Advisory Services Network
Georgia
$81K +$81K +2,174 New
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$81K +$81K +2,184 New
FAM
615
Formidable Asset Management
Ohio
$75K – – –
TIM
616
Tortoise Investment Management
New York
$75K – – –
CG
617
Colony Group
Massachusetts
$73K +$73K +1,944 New
DIA
618
Davidson Investment Advisors
Montana
$69K – – –
OSNBOA
619
Old Second National Bank of Aurora
Illinois
$56K – – –
CFG
620
CKW Financial Group
Hawaii
$54K +$54K +1,454 New
FA
621
Financial Advantage
Maryland
$52K – – –
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$52K – – –
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$92.3K -2,500 -66%
MAM
624
Mizuho Asset Management
Japan
$47K -$1.33M -35,610 -97%
S
625
SignatureFD
Georgia
$47K +$2.07K +56 +5%
23 24
25
26 27