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Truist Financial
TFC

Overview Fund Activity

726 hedge funds and large institutions have $17.5B invested in Truist Financial in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 246 increasing their positions, 274 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+51
Holders Change %
+7.56%
% of All Funds
19.38%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
96
Increased
246
Reduced
274
Closed
36
Calls
$117M
Puts
$84.3M
Net Calls
+$32.9M
Net Calls Change
-$8.85M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.05B
2
Wells Fargo
Wells Fargo
California
$303M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$766M
4
Invesco
Invesco
Georgia
$435M
5
State Street
State Street
Massachusetts
$1.33B

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$57.6M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BA
BlackRock Advisors
Delaware
$315K
4
Boston Partners
Boston Partners
Massachusetts
$520M
5
Citadel Advisors
Citadel Advisors
Florida
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
76
TD Asset Management
Ontario, Canada
$38.6M +$14.6M +374,903 +61%
SCM
77
SKBA Capital Management
California
$38.5M +$1.52M +39,000 +4%
MTB
78
Mizuho Trust & Banking
Japan
$37.5M +$1.38M +35,566 +4%
LBA
79
Letko, Brosseau & Associates
Quebec, Canada
$37M +$1.31M +33,775 +4%
WG
80
Winton Group
United Kingdom
$35.5M +$1.21M +31,145 +4%
Principal Financial Group
81
Principal Financial Group
Iowa
$34.1M +$1.76M +45,282 +5%
BJ
82
BlackRock Japan
Japan
$34M +$3.07M +79,017 +10%
WMSA
83
Weiss Multi-Strategy Advisers
New York
$33.1M +$33.1M +850,000 New
UBS Group
84
UBS Group
Switzerland
$32.5M +$32.5M +835,659 New
IGIM
85
I.G. Investment Management
Manitoba, Canada
$31.4M +$2.49M +64,100 +9%
Barclays
86
Barclays
United Kingdom
$29.3M +$14.2M +374,362 +94%
APG Asset Management
87
APG Asset Management
Netherlands
$28.7M -$8.42M -216,424 -23%
Canada Life
88
Canada Life
Manitoba, Canada
$28M +$253K +6,504 +0.9%
MAA
89
Matrix Asset Advisors
New York
$27M +$15.4K +396 +0.1%
IG
90
ING Group
Netherlands
$26.9M +$694K +17,833 +3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$26.4M +$5.1M +131,236 +24%
RFC
92
Russell Frank Company
Washington
$26.4M +$2.15M +56,827 +9%
ClearBridge Investments
93
ClearBridge Investments
New York
$26.3M +$8.63K +222 +0%
ACA
94
Anchor Capital Advisors
Massachusetts
$26M +$627K +16,112 +2%
CGT
95
Capital Guardian Trust
California
$25.8M -$3.79M -97,370 -13%
RJA
96
Raymond James & Associates
Florida
$25.6M -$224K -5,761 -0.9%
ZIM
97
Zacks Investment Management
Illinois
$24.9M +$1.48M +38,150 +6%
EA
98
Euclid Advisors
Connecticut
$24.8M +$364K +9,358 +1%
MSA
99
Mason Street Advisors
Wisconsin
$24.6M -$25.8K -664 -0.1%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$23.4M -$228K -5,861 -1%
2 3
4
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