TFC icon

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
$209M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$81.7M
4
LSV Asset Management
LSV Asset Management
Illinois
$175M
5
MAM
Marketfield Asset Management
New York
$201M

Top Sellers

1
IC
Institutional Capital
Illinois
$2K
2
TCIM
TIAA CREF Investment Management
New York
$91M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$221M
4
RFC
Russell Frank Company
Washington
$21.6M
5
BG
BlackRock Group
United Kingdom
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
101
Euclid Advisors
Connecticut
$22.1M -$368K -9,850 -2%
ClearBridge Investments
102
ClearBridge Investments
New York
$22M +$3.48M +93,351 +19%
SCM
103
SKBA Capital Management
California
$21.9M -$758K -20,300 -3%
HI
104
Honeywell International
North Carolina
$21.6M – – –
RFC
105
Russell Frank Company
Washington
$21.6M -$43.6M -1,173,123 -67%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.4M – – –
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$21.3M +$142K +3,803 +0.7%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$20.5M -$881K -23,594 -4%
GC
109
Guggenheim Capital
Illinois
$20.3M +$3.28M +88,007 +19%
CIA
110
CCM Investment Advisers
South Carolina
$19.1M +$74.5K +1,995 +0.4%
PI
111
PGGM Investments
Netherlands
$18.8M – – –
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$18.6M +$4.31M +115,525 +30%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$18.5M +$1.66M +44,544 +10%
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$18.4M -$4.37M -117,226 -19%
ZIM
115
Zacks Investment Management
Illinois
$18.3M +$1.22M +32,594 +7%
SFM
116
Stack Financial Management
Montana
$17.8M +$303K +8,117 +2%
ST
117
Sabal Trust
Florida
$17.5M +$490K +13,117 +3%
VDI
118
Vaughan David Investments
Illinois
$17.1M +$301K +8,077 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
119
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.8M -$6.93M -185,600 -29%
GHA
120
GW Henssler & Associates
Georgia
$16.5M +$556K +14,912 +3%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$16.3M -$309K -8,267 -2%
SIC
122
Schwartz Investment Counsel
Michigan
$15.9M +$873K +23,400 +6%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$15.7M +$152K +4,081 +1%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$15.6M +$17.6K +471 +0.1%
WCM
125
Winton Capital Management
United Kingdom
$15.5M +$13M +347,122 +511%
3 4
5
6 7