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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
CA
501
Continental Advisors
Utah
$2.66M +$2.56M +47,280 New
HR
502
Howe & Rusling
New York
$2.66M +$2.55M +47,160 New
ACM
503
Azimuth Capital Management
Michigan
$2.65M +$2.55M +47,039 New
PG
504
Patten Group
Tennessee
$2.63M +$2.16M +39,958 +594%
SCA
505
Strategic Capital Advisers
Colorado
$2.6M -$14.9K -275 -0.6%
WA
506
Wheatland Advisors
Pennsylvania
$2.59M -$1.08M -19,965 -30%
CHC
507
City Holding Co
West Virginia
$2.58M -$62.3K -1,150 -2%
SC
508
SouthState Corp
Florida
$2.58M +$352K +6,502 +17%
SFSG
509
Stearns Financial Services Group
North Carolina
$2.57M +$362K +6,688 +17%
CT
510
Coastline Trust
Rhode Island
$2.54M +$63K +1,164 +3%
AAIM
511
Asset Advisors Investment Management
Georgia
$2.52M +$145K +2,669 +6%
ACA
512
Aptus Capital Advisors
Alabama
$2.49M +$1.2M +22,231 +101%
USAA
513
United Services Automobile Association
Texas
$2.49M +$427K +7,882 +22%
GF
514
Gabelli Funds
New York
$2.48M +$2.38M +44,030 New
CAN
515
Cetera Advisor Networks
California
$2.48M +$600K +11,086 +32%
MERSOM
516
Municipal Employees' Retirement System of Michigan
Michigan
$2.48M +$395K +7,297 +20%
SICM
517
Sustainable Insight Capital Management
New York
$2.47M -$953K -17,600 -29%
PFS
518
Physicians Financial Services
North Carolina
$2.47M -$20.8K -385 -0.9%
HT
519
Heritage Trust
Oklahoma
$2.47M +$124K +2,295 +6%
OSNBOA
520
Old Second National Bank of Aurora
Illinois
$2.46M +$47.3K +873 +2%
MCM
521
Mitchell Capital Management
Kansas
$2.45M +$551K +10,175 +30%
NA
522
NewEdge Advisors
Louisiana
$2.45M +$265K +4,893 +13%
GT
523
Glenview Trust
Kentucky
$2.44M +$851K +15,716 +57%
PCTC
524
Perkins Coie Trust Company
Washington
$2.44M +$120K +2,210 +5%
BSW
525
Buckingham Strategic Wealth
Missouri
$2.43M +$120K +2,215 +5%

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.