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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
BAM
26
Burgundy Asset Management
Ontario, Canada
$478M -$13M -240,864 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$464M +$191M +3,523,777 +75%
LSV Asset Management
28
LSV Asset Management
Illinois
$463M +$276M +5,090,688 +162%
CSIA
29
Charles Schwab Investment Advisory
California
$456M +$13.1M +241,200 +3%
BG
30
Bahl & Gaynor
Ohio
$387M +$3.05M +56,326 +0.8%
N
31
Nuveen
North Carolina
$369M +$175M +3,240,057 +98%
Charles Schwab
32
Charles Schwab
California
$362M +$144M +2,650,798 +70%
Wells Fargo
33
Wells Fargo
California
$342M +$20.6M +380,270 +7%
Citadel Advisors
34
Citadel Advisors
Florida
$328M +$314M +5,807,643 +77,997%
Truist Financial
35
Truist Financial
North Carolina
$326M +$151M +2,785,183 +93%
PPA
36
Parametric Portfolio Associates
Washington
$306M +$175M +3,230,128 +146%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$289M +$122M +2,256,649 +78%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$279M +$263M +4,864,860 +6,031%
Franklin Resources
39
Franklin Resources
California
$271M +$967K +17,858 +0.4%
Morgan Stanley
40
Morgan Stanley
New York
$269M +$144M +2,655,379 +125%
Principal Financial Group
41
Principal Financial Group
Iowa
$253M +$185M +3,411,702 +313%
UBS AM
42
UBS AM
Illinois
$236M +$90.6M +1,674,156 +67%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$229M +$157M +2,904,199 +251%
RJA
44
Raymond James & Associates
Florida
$205M +$61.9M +1,143,566 +46%
SCCM
45
Schafer Cullen Capital Management
New York
$202M +$193M +3,573,072 +45,459%
Sanders Capital
46
Sanders Capital
Florida
$183M +$175M +3,241,068 New
Stifel Financial
47
Stifel Financial
Missouri
$181M +$144M +2,667,582 +497%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$178M +$82.6M +1,524,984 +93%
Deutsche Bank
49
Deutsche Bank
Germany
$170M +$36.9M +681,110 +29%
APG Asset Management
50
APG Asset Management
Netherlands
$160M +$165M +3,054,857 +2,194%

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.