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

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$57.6M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
BA
3
BlackRock Advisors
Delaware
$315K
4
Boston Partners
4
Boston Partners
Massachusetts
$520M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B +$52.4M +1,346,891 +4%
State Street
2
State Street
Massachusetts
$1.33B +$58.3M +1,498,081 +5%
Dodge & Cox
3
Dodge & Cox
California
$1.05B +$380M +9,773,777 +57%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$766M +$131M +3,363,889 +21%
BIT
5
BlackRock Institutional Trust
California
$723M +$823K +21,152 +0.1%
LP
6
Longview Partners
Guernsey
$575M -$3.31M -85,027 -0.6%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$572M +$1.13M +29,024 +0.2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$549M – – –
Macquarie Group
9
Macquarie Group
Australia
$529M +$36.1M +929,199 +7%
Boston Partners
10
Boston Partners
Massachusetts
$520M -$62.5M -1,607,013 -11%
Invesco
11
Invesco
Georgia
$435M +$61M +1,567,360 +16%
BFA
12
BlackRock Fund Advisors
California
$419M +$40.5M +1,040,918 +11%
Northern Trust
13
Northern Trust
Illinois
$346M -$6.22M -159,955 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$313M +$3.36M +86,482 +1%
Wells Fargo
15
Wells Fargo
California
$303M +$150M +3,858,827 +98%
BAM
16
Burgundy Asset Management
Ontario, Canada
$270M +$10.2M +261,234 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$208M +$6.26M +161,195 +3%
BG
18
BlackRock Group
United Kingdom
$207M -$12.9M -331,098 -6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$184M -$1.94M -49,960 -1%
LSV Asset Management
20
LSV Asset Management
Illinois
$173M -$10.4M -267,590 -6%
Norges Bank
21
Norges Bank
Norway
$163M -$55.7M -1,431,820 -25%
Capital International Investors
22
Capital International Investors
California
$130M +$8.69M +223,370 +7%
Bank of America
23
Bank of America
North Carolina
$127M -$3.85M -99,004 -3%
Truist Financial
24
Truist Financial
North Carolina
$122M +$3.01M +77,427 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$116M -$4.56M -117,124 -4%
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