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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 %
NSIM
626
North Star Investment Management
Illinois
$84K +$84K +2,089 New
TIM
627
Tortoise Investment Management
New York
$80K – – –
FAM
628
Formidable Asset Management
Ohio
$75K – – –
AR
629
Advisory Research
Illinois
$73K +$73K +1,827 New
OSNBOA
630
Old Second National Bank of Aurora
Illinois
$60K – – –
CFG
631
CKW Financial Group
Hawaii
$59K – – –
OC
632
Oakworth Capital
Alabama
$57K +$9.7K +242 +21%
DAM
633
Delta Asset Management
Tennessee
$57K +$32.4K +800 +132%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
FA
635
Financial Advantage
Maryland
$56K – – –
MAM
636
Mizuho Asset Management
Japan
$50K – – –
S
637
SignatureFD
Georgia
$49K -$2.26K -56 -4%
BPBT
638
Boston Private Bank & Trust
Massachusetts
$49K +$6.77K +170 +16%
FFC
639
First Financial Corp
Indiana
$45K – – –
AWM
640
Avior Wealth Management
Nebraska
$45K +$45K +1,124 New
IMS
641
Index Management Solutions
Pennsylvania
$44K -$55K -1,380 -56%
WF
642
WealthTrust Fairport
Ohio
$43K +$43K +1,074 New
PH
643
Pinnacle Holdings
Oklahoma
$36.2K – – –
SFPIA
644
Stevens First Principles Investment Advisors
California
$36K +$36K +885 New
ST
645
Smithfield Trust
Pennsylvania
$32K – – –
TDC
646
Thompson Davis & Co
Virginia
$31K +$13.1K +329 +73%
MA
647
MCF Advisors
Kentucky
$30K +$160 +4 +0.5%
DADC
648
D.A. Davidson & Co
Montana
$29K -$68.3K -1,804 -70%
OFS
649
Orrstown Financial Services
Pennsylvania
$28K – – –
EWM
650
Evercore Wealth Management
New York
$26K +$10K +250 +63%
24 25
26
27 28