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
ACP
526
Arcus Capital Partners
Georgia
$2.42M +$689K +12,721 +42%
BHC
527
Bowen Hanes & Co
Florida
$2.42M
SG Americas Securities
528
SG Americas Securities
New York
$2.42M +$1.88M +34,689 +418%
PIM
529
Penobscot Investment Management
Massachusetts
$2.4M -$144K -2,660 -6%
Federated Hermes
530
Federated Hermes
Pennsylvania
$2.4M +$1.48M +27,401 +180%
PIC
531
PCJ Investment Counsel
Ontario, Canada
$2.39M +$1.49M +27,500 +183%
DIA
532
Dean Investment Associates
Ohio
$2.38M -$1.83M -33,820 -44%
IG
533
ING Group
Netherlands
$2.37M +$2.27M +41,986 New
D.E. Shaw & Co
534
D.E. Shaw & Co
New York
$2.36M +$1.95M +36,024 +611%
S
535
SignatureFD
Georgia
$2.36M +$1.48M +27,279 +187%
UR
536
USCA RIA
Texas
$2.35M +$250K +4,616 +12%
PAG
537
Private Advisor Group
New Jersey
$2.34M +$156K +2,876 +7%
EIM
538
Essex Investment Management
Massachusetts
$2.33M +$2.24M +41,440 New
LFA
539
Legacy Financial Advisors
Kentucky
$2.31M -$104K -1,922 -4%
BCM
540
Buckhead Capital Management
Georgia
$2.28M +$2.19M +40,424 New
Capstone Investment Advisors
541
Capstone Investment Advisors
New York
$2.28M +$2.17M +40,140 +15,147%
KCM
542
Kempner Capital Management
Texas
$2.27M
PCM
543
Parsons Capital Management
Rhode Island
$2.25M +$2.17M +40,036 New
SLG
544
Stanley-Laman Group
Pennsylvania
$2.25M -$112K -2,065 -5%
SJIM
545
St. Johns Investment Management
Florida
$2.22M +$761K +14,054 +55%
FVWA
546
Foster Victor Wealth Advisors
South Carolina
$2.21M +$414K +7,647 +24%
BRWA
547
B. Riley Wealth Advisors
Florida
$2.21M +$1.41M +26,050 +197%
SB
548
Simmons Bank
Arkansas
$2.2M +$1.15M +21,162 +118%
WCM
549
Whitener Capital Management
North Carolina
$2.19M +$64.8K +1,196 +3%
SLI
550
Sumitomo Life Insurance
Japan
$2.17M +$55K +1,016 +3%

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.