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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
IEFM
426
IQ EQ Fund Management
Ireland
$4M -$63.8K -1,178 -2%
TCOV
427
Trust Company of Vermont
Vermont
$3.98M +$133K +2,448 +4%
BMA
428
Brooks Moore & Associates
Tennessee
$3.96M +$1.27M +23,470 +50%
LBC
429
Lowe Brockenbrough & Co
Virginia
$3.96M +$1.91M +35,278 +101%
KRS
430
Kentucky Retirement Systems
Kentucky
$3.89M +$1.61M +29,732 +76%
DHFB
431
Dixon Hubard Feinour & Brown
Virginia
$3.88M +$881K +16,276 +31%
BIAS
432
Beacon Investment Advisory Services
New Jersey
$3.87M +$3.72M +68,680 New
BIA
433
BMT Investment Advisors
Pennsylvania
$3.86M +$271K +5,000 +8%
CI
434
CX Institutional
Indiana
$3.85M -$1.34M -24,718 -27%
HWM
435
Hohimer Wealth Management
Washington
$3.83M +$3.69M +68,060 New
EB
436
Eastern Bank
Massachusetts
$3.73M +$354K +6,537 +11%
BIA
437
Biondo Investment Advisors
Pennsylvania
$3.7M +$463K +8,560 +15%
GLLW
438
Graves Light Lenhart Wealth
Virginia
$3.69M +$707K +13,056 +25%
BBHC
439
Brown Brothers Harriman & Co
New York
$3.66M +$751K +13,862 +27%
VNA
440
Valley National Advisers
Pennsylvania
$3.66M +$20.2K +373 +0.6%
MCM
441
Maryland Capital Management
Maryland
$3.64M +$172K +3,180 +5%
MC
442
Moors & Cabot
Massachusetts
$3.59M +$268K +4,950 +8%
LSERS
443
Louisiana State Employees Retirement System
Louisiana
$3.59M +$1.46M +26,900 +73%
MA
444
MCF Advisors
Kentucky
$3.57M
Mercer Global Advisors
445
Mercer Global Advisors
Colorado
$3.56M +$1.61M +29,768 +89%
FT
446
Fiduciary Trust
Massachusetts
$3.56M +$467K +8,620 +16%
OCM
447
Olstein Capital Management
New York
$3.55M -$650K -12,000 -16%
BNP Paribas Asset Management
448
BNP Paribas Asset Management
France
$3.53M +$1.28M +23,635 +61%
CCP
449
Corient Capital Partners
California
$3.53M +$705K +13,025 +26%
MAM
450
Marotta Asset Management
Virginia
$3.47M +$3.58M +66,081 New

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.