We are live on ! Find out more
TFC icon

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
NAM
276
NTV Asset Management
West Virginia
$9.99M -$474K -8,752 -5%
PP
277
Palladium Partners
Virginia
$9.98M +$1.89M +34,814 +24%
KeyBank National Association
278
KeyBank National Association
Ohio
$9.93M +$7.99M +147,606 +513%
CNB
279
Camden National Bank
Maine
$9.8M +$222K +4,099 +2%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$9.79M +$2.58M +47,629 +38%
AAF
281
Andra AP-fonden
Sweden
$9.61M +$4.33M +79,900 +88%
BII
282
Bainco International Investors
Massachusetts
$9.43M +$74.7K +1,380 +0.8%
TB
283
Terril Brothers
Missouri
$9.41M +$9.04M +167,006 New
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$9.11M +$749K +13,838 +9%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$9.06M +$3.18M +58,725 +57%
SBWIC
286
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.06M
OC
287
Oppenheimer & Co
New York
$8.97M +$1.57M +28,911 +22%
HA
288
Heartland Advisors
Wisconsin
$8.96M -$120K -2,213 -1%
CWM
289
CIBC World Markets
New York
$8.93M +$3.86M +71,328 +82%
BA
290
Bridgewater Associates
Connecticut
$8.91M +$8.57M +158,273 New
CC
291
Cipher Capital
New York
$8.9M +$8.56M +158,106 New
MC
292
Martin Currie
United Kingdom
$8.78M -$6.07M -112,039 -42%
CTA
293
Carillon Tower Advisers
Florida
$8.7M +$8.37M +154,542 New
FCA
294
FinTrust Capital Advisors
South Carolina
$8.65M +$163K +3,007 +2%
Pacer Advisors
295
Pacer Advisors
Pennsylvania
$8.6M +$3.89M +71,927 +89%
NAM
296
Nissay Asset Management
Japan
$8.6M +$3.43M +63,366 +71%
Caisse de Depot et Placement du Quebec (CDPQ)
297
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.52M +$2.85M +52,720 +54%
CDH
298
Charles D. Hyman
$8.49M +$240K +4,433 +3%
KIC
299
Keating Investment Counselors
Florida
$8.34M -$106K -1,965 -1%
BF
300
BOK Financial
Oklahoma
$8.26M +$455K +8,400 +6%

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.