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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
CBT
576
Central Bank & Trust
Kentucky
$1.91M +$1.43M +26,494 +354%
WP
577
WealthShield Partners
North Carolina
$1.9M +$460K +8,489 +34%
CIS
578
Capital International Sarl
California
$1.9M +$1.82M +33,670 New
SA
579
Strategic Advisors
New York
$1.88M +$975 +18 +0.1%
SWM
580
SeaCrest Wealth Management
New York
$1.87M +$1.32M +24,411 +276%
GAM
581
Gotham Asset Management
New York
$1.86M +$151K +2,785 +9%
PAMG
582
Patton Albertson Miller Group
Tennessee
$1.85M +$1.3M +24,062 +273%
EHWM
583
Eads & Heald Wealth Management
Georgia
$1.85M +$271 +5 +0%
CI
584
Cigna Investments
Connecticut
$1.83M +$711K +13,132 +58%
SDIC
585
South Dakota Investment Council
South Dakota
$1.82M -$547K -10,100 -24%
HIC
586
Holderness Investments Company
North Carolina
$1.82M +$65.8K +1,215 +4%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M +$741K +13,689 +76%
SNT
588
Security National Trust
West Virginia
$1.78M +$26.5K +489 +2%
MME
589
Meag Munich Ergo
Germany
$1.74M -$1.54M -28,510 -48%
PAS
590
Park Avenue Securities
New York
$1.74M +$422K +7,796 +34%
Simplex Trading
591
Simplex Trading
Illinois
$1.74M +$1.67M +30,819 New
FM
592
Foster & Motley
Ohio
$1.73M +$42.5K +785 +3%
FMBTD
593
First Midwest Bank Trust Division
Illinois
$1.72M +$1.16M +21,427 +234%
SFP
594
Shepherd Financial Partners
Massachusetts
$1.72M +$1.65M +30,557 New
TPA
595
Trivium Point Advisory
Connecticut
$1.71M +$37.2K +687 +2%
WAM
596
Wealthspire Advisors (Maryland)
Maryland
$1.71M +$867K +16,003 +111%
NERM
597
New England Research & Management
Illinois
$1.71M +$783K +14,464 +91%
WAOTB
598
Wealth Advisors of Tampa Bay
Florida
$1.69M +$1.63M +30,034 New
MCAI
599
Members Capital Advisors Inc
Wisconsin
$1.69M +$1.62M +30,001 New
WC
600
Whitney & Co
New York
$1.69M +$1.62M +29,917 New

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.