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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
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$3.45M +$324K +5,983 +11%
LWANC
452
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.44M +$1.8M +33,244 +119%
IAA
453
Independent Advisor Alliance
North Carolina
$3.42M -$66.4K -1,227 -2%
NAM
454
Nexpoint Asset Management
Texas
$3.41M -$2.44M -45,000 -43%
WFMPM
455
Woodley Farra Manion Portfolio Management
Indiana
$3.37M +$192K +3,542 +6%
GIA
456
GHP Investment Advisors
Colorado
$3.36M +$172K +3,172 +6%
BFA
457
Bragg Financial Advisors
North Carolina
$3.35M +$340K +6,288 +12%
CFB
458
Cullen/Frost Bankers
Texas
$3.33M -$13.5K -250 -0.4%
WorldQuant Millennium Advisors
459
WorldQuant Millennium Advisors
New York
$3.32M -$140K -2,593 -4%
NHC
460
Nicholas Hoffman & Company
Georgia
$3.31M +$3.18M +58,759 New
KCPG
461
Kavar Capital Partners Group
Kansas
$3.31M +$132K +2,440 +4%
BCM
462
Banyan Capital Management
Georgia
$3.3M -$8.83K -163 -0.3%
V
463
Veritable
Delaware
$3.24M +$1.42M +26,203 +84%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$3.22M +$1.39M +25,699 +82%
FTC
465
Farmers Trust Company
Ohio
$3.21M +$71.7K +1,324 +2%
PA
466
Profund Advisors
Maryland
$3.2M +$1.34M +24,734 +77%
GIM
467
Goelzer Investment Management
Indiana
$3.18M -$28.3K -523 -0.9%
BBVA
468
Banco Bilbao Vizcaya Argentaria
Spain
$3.17M +$3.05M +56,245 New
VAS
469
Vestmark Advisory Solutions
Massachusetts
$3.16M +$2.01M +37,075 +195%
BO
470
Bank OZK
Arkansas
$3.15M +$312K +5,760 +11%
VI
471
Vestcor Inc
New Brunswick, Canada
$3.13M +$3.01M +55,628 New
WSTAM
472
Wilbanks Smith & Thomas Asset Management
Virginia
$3.12M +$156K +2,876 +5%
UBV
473
United Bank (Virginia)
Virginia
$3.1M -$18.2K -336 -0.6%
AAMA
474
Advanced Asset Management Advisors
Ohio
$3.09M +$763K +14,097 +35%
RWM
475
RKL Wealth Management
Pennsylvania
$3.05M +$1.24M +22,916 +73%

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.