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Truist Financial
TFC

Overview Fund Activity

679 hedge funds and large institutions have $17.1B invested in Truist Financial in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 259 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.53%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
44
Increased
253
Reduced
259
Closed
43
Calls
$118M
Puts
$85.9M
Net Calls
+$31.9M
Net Calls Change
-$14.4M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$302M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$400M
3
Citadel Advisors
Citadel Advisors
Florida
$91.3M
4
Macquarie Group
Macquarie Group
Australia
$438M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B

Top Sellers

1
MAM
Marketfield Asset Management
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$42.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$188M
4
Credit Agricole
Credit Agricole
France
$12.1M
5
Invesco
Invesco
Georgia
$418M
Name Holding Trade Value Shares
Change 		Shares
Change %
NES
601
New England Securities
New York
$170K -$435 -11 -0.3%
WT
602
Whittier Trust
California
$170K – – –
GLI
603
Guardian Life Insurance
New York
$159K +$2.37K +60 +2%
AAM
604
Advisors Asset Management
Colorado
$158K +$3.95K +100 +3%
WRM
605
Westport Resources Management
Connecticut
$154K +$15.8K +400 +11%
FHA
606
First Horizon Advisors
Tennessee
$150K -$177K -4,495 -54%
HFM
607
Hartford Financial Management
Connecticut
$145K +$19.6K +500 +16%
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K +$55.2K +1,400 +64%
HF
609
Hoxton Financial
West Virginia
$140K +$2.44K +62 +2%
MSFP
610
Mark Sheptoff Financial Planning
Connecticut
$138K – – –
Parallax Volatility Advisers
611
Parallax Volatility Advisers
California
$134K +$134K +3,399 New
FBT
612
Founders Bank & Trust
Michigan
$120K – – –
MCM
613
Manchester Capital Management
Vermont
$118K – – –
SAMC
614
Shinko Asset Management Company
Japan
$117K – – –
W
615
Wealthfront
California
$114K -$18.9K -474 -14%
DOA
616
D'Orazio & Associates
Virginia
$111K – – –
BPBT
617
Boston Private Bank & Trust
Massachusetts
$104K +$55.4K +1,400 +114%
WTB
618
Washington Trust Bank
Washington
$93K – – –
ST
619
Stifel Trust
Missouri
$87K – – –
SSG
620
Summit Securities Group
New York
$83K +$83K +2,100 New
NSIM
621
North Star Investment Management
Illinois
$82K – – –
FAM
622
Formidable Asset Management
Ohio
$79K – – –
TIM
623
Tortoise Investment Management
New York
$79K – – –
MAM
624
Mizuho Asset Management
Japan
$75K +$25.4K +645 +51%
EWM
625
Evercore Wealth Management
New York
$61K +$35K +873 +134%
23 24
25
26 27