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Truist Financial

1,350 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 406 funds opening new positions, 717 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 406 | Existing positions closed: 70

337% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 164

83% more capital invested

Capital invested by funds: $29.7B → $54.5B (+$24.8B)

78% more call options, than puts

Call options by funds: $343M | Put options by funds: $193M

50% more funds holding in top 10

Funds holding in top 10: 2639 (+13)

31% more funds holding

Funds holding: 1,0321,350 (+318)

7.26% more ownership

Funds ownership: 72.76%80.02% (+7.3%)

Holders
1,350
Holders Change
+318
Holders Change %
+30.81%
% of All Funds
26.6%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
406
Increased
717
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PagnatoKarp Partners
Virginia
$11.7M -$124K -2,282 -1%
WB
252
WesBanco Bank
West Virginia
$11.7M +$326K +6,024 +3%
ECG
253
Edge Capital Group
Georgia
$11.7M +$10.7M +196,789 +1,909%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$11.7M +$637K +11,768 +6%
VV
255
Verity & Verity
South Carolina
$11.6M -$44.9K -829 -0.4%
UIM
256
USS Investment Management
United Kingdom
$11.6M -$444K -8,200 -4%
AHB
257
Abner Herrman & Brock
New Jersey
$11.5M +$9.74M +179,881 +716%
MLICM
258
Metropolitan Life Insurance Company (MetLife)
New York
$11.5M +$4.74M +87,570 +75%
AB
259
Amalgamated Bank
New York
$11.4M +$5.13M +94,796 +88%
KCP
260
KDI Capital Partners
North Carolina
$11.3M -$629K -11,610 -5%
AC
261
Allstate Corporation
Illinois
$11.1M +$3.64M +67,253 +52%
PFM
262
Parsec Financial Management
North Carolina
$11M +$240K +4,425 +2%
BIP
263
Brandes Investment Partners
California
$11M -$187K -3,448 -2%
PFPT
264
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.9M +$1.91M +35,193 +22%
BPB
265
Badgley, Phelps & Bell
Washington
$10.9M +$256K +4,736 +3%
MSA
266
Mason Street Advisors
Wisconsin
$10.8M +$4.45M +82,185 +75%
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$10.7M +$3.61M +66,618 +53%
MCM
268
McRae Capital Management
New Jersey
$10.7M +$404K +7,468 +4%
BC
269
Brinker Capital
Pennsylvania
$10.6M +$107K +1,971 +1%
JMPWA
270
JP Morgan Private Wealth Advisors
California
$10.3M +$8.36M +154,476 +537%
PTC
271
Philadelphia Trust Company
Pennsylvania
$10.3M +$79.1K +1,460 +0.8%
ISL
272
Ingalls & Snyder LLC
New York
$10.3M +$12K +222 +0.1%
ABC
273
Associated Banc-Corp
Wisconsin
$10.2M +$3.87M +71,429 +65%
MOACM
274
Mutual of America Capital Management
New York
$10.1M +$4.19M +77,405 +75%
CFA
275
Carroll Financial Associates
North Carolina
$10M +$756K +13,967 +9%

TFC Hedge Fund Activity: Q4 2019 in Review

1,350 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2019, worth a combined $54.5B — up 83% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 406 funds opened new TFC positions and 70 closed out — a net gain of 336 holders — while 717 added to existing stakes and 164 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.5B. The largest seller was 1832 Asset Management, cutting an estimated $105M.

  • 1,350 institutional investors held Truist Financial (TFC) as of Q4 2019, up from 1,032 in Q3 2019.
  • Funds reported $54.5B of Truist Financial stock for Q4 2019, up 83% quarter-over-quarter.
  • 406 funds opened new Truist Financial positions in Q4 2019 and 70 closed out, a net change of +336 holders.
  • The largest Truist Financial buyer in Q4 2019 was Vanguard Group, an estimated $2.5B added.
  • The largest Truist Financial seller in Q4 2019 was 1832 Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2019.