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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 %
HMS
651
Hanseatic Management Services
New Mexico
$15K +$15K +369 New
HR
652
Howe & Rusling
New York
$14K -$984 -13 -7%
JAM
653
Jolley Asset Management
North Carolina
$14K – – –
SJIM
654
St. Johns Investment Management
Florida
$12K – – –
DA
655
Dunvegan Associates
California
$12K – – –
GAM
656
Gemmer Asset Management
California
$12K – – –
PMFA
657
Plante Moran Financial Advisors
Michigan
$11K +$8.37K +210 +318%
BFEC
658
Benjamin F. Edwards & Company
Missouri
$10K – – –
BWFA
659
Baltimore-Washington Financial Advisors
Maryland
$10K +$10K +250 New
PR
660
Payden & Rygel
California
$9K – – –
MBT
661
Monroe Bank & Trust
Michigan
$9K – – –
KT
662
Kanaly Trust
Texas
$9K – – –
NIM
663
NuWave Investment Management
New Jersey
$8K -$79.1K -2,017 -91%
AWM
664
Avior Wealth Management
Nebraska
$7K -$37.7K -948 -84%
TFO
665
Tarbox Family Office
California
$7K -$2.67K -71 -28%
AF
666
Arrow Financial
New York
$7K +$1.37K +34 +24%
CAW
667
Cornerstone Advisors (Washington)
Washington
$6K +$1.82K +43 +43%
TCCM
668
Timber Creek Capital Management
Massachusetts
$6K +$6K +175 New
DBT
669
Dubuque Bank & Trust
Iowa
$5K – – –
LWCFA
670
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
VIA
671
Vantage Investment Advisors
Pennsylvania
$4K – – –
AII
672
AGF Investments Inc
Ontario, Canada
$4K – – –
ARMC
673
American Research & Management Company
Massachusetts
$4K – – –
PAS
674
Partnervest Advisory Services
California
$4K – – –
JIC
675
Joel Isaacson & Co
New York
$4K +$37 +1 +0.9%
25 26
27
28 29