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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
SCM
551
Southport Capital Management
Tennessee
$2.17M +$969K +17,896 +87%
William Blair & Company
552
William Blair & Company
Illinois
$2.16M -$511K -9,441 -20%
CIA
553
Capital Investment Advisors
Georgia
$2.16M +$1.38M +25,405 +196%
FFN
554
Focus Financial Network
Minnesota
$2.16M +$2.07M +38,297 New
IBOK
555
Independence Bank of Kentucky
Kentucky
$2.15M +$1.05M +19,387 +103%
IAMOG
556
Investors Asset Management of Georgia
Georgia
$2.14M +$1.54M +28,478 +298%
SFA
557
Semmax Financial Advisors
North Carolina
$2.14M +$164K +3,033 +9%
DAC
558
Dividend Assets Capital
South Carolina
$2.08M +$1.27M +23,539 +175%
AWM
559
AE Wealth Management
Kansas
$2.04M +$1.1M +20,339 +127%
SCM
560
Seascape Capital Management
New Hampshire
$2.04M +$1.96M +36,187 New
MIM
561
Marco Investment Management
Georgia
$2.04M +$1.96M +36,125 New
EOJOAM
562
E. Ohman J:or Asset Management
Sweden
$2.03M +$1.95M +36,040 New
GWM
563
Geneos Wealth Management
Colorado
$2.02M +$1.93M +35,732 New
TW
564
Transform Wealth
Colorado
$2.02M +$71.3K +1,317 +4%
JSL
565
JT Stratford LLC
Georgia
$2.01M -$12.5K -230 -0.6%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$2.01M +$974K +17,992 +102%
ECM
567
Everence Capital Management
Indiana
$1.98M +$692K +12,776 +57%
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M +$489K +9,028 +35%
BAM
569
Blueshift Asset Management
New Jersey
$1.97M +$1.89M +34,990 New
GRP
570
Global Retirement Partners
California
$1.95M +$410K +7,564 +28%
BFEC
571
Benjamin F. Edwards & Company
Missouri
$1.93M +$1.14M +21,039 +158%
AF
572
AMG Funds
Connecticut
$1.93M -$202K -3,726 -10%
JWCA
573
J.W. Cole Advisors
Florida
$1.92M +$1.85M +34,116 New
CNBT
574
Canandaigua National Bank & Trust
New York
$1.92M +$482K +8,905 +35%
PT
575
Plimoth Trust
Massachusetts
$1.92M +$352K +6,502 +24%

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.