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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
TCOT
601
Trust Company of Toledo
Ohio
$1.68M +$1.62M +29,836 New
CAL
602
Capital Analysts LLC
Pennsylvania
$1.68M +$50.2K +927 +3%
AIM
603
Achmea Investment Management
Netherlands
$1.67M +$890K +16,431 +124%
ZCA
604
Zeke Capital Advisors
Pennsylvania
$1.63M +$573K +10,587 +58%
AMIM
605
Aull & Monroe Investment Management
Alabama
$1.63M +$288K +5,326 +23%
CIBC World Market
606
CIBC World Market
Ontario, Canada
$1.63M +$1.57M +28,932 New
AWM
607
Atticus Wealth Management
Florida
$1.62M +$1.56M +28,817 New
TTWM
608
TCV Trust & Wealth Management
Virginia
$1.61M +$355K +6,552 +30%
UTC
609
Unified Trust Company
Kentucky
$1.6M +$107K +1,979 +8%
FB
610
Fulton Bank
Pennsylvania
$1.57M +$978K +18,061 +184%
WCM
611
Wunderlich Capital Managemnt
Tennessee
$1.57M +$1.51M +27,803 New
MA
612
Mutual Advisors
Nebraska
$1.56M +$1.5M +27,789 New
EH
613
Equitable Holdings
New York
$1.55M +$1.49M +27,573 New
VanEck Associates
614
VanEck Associates
New York
$1.55M -$1.3K -24 -0.1%
BCV
615
Banque Cantonale Vaudoise
Switzerland
$1.54M +$1.48M +27,393 New
First Manhattan
616
First Manhattan
New York
$1.54M +$827K +15,277 +126%
MCCP
617
Mission Creek Capital Partners
California
$1.52M +$1.46M +27,054 New
JG
618
Jefferies Group
New York
$1.5M +$1.45M +26,720 New
WCM
619
Washington Capital Management
Washington
$1.49M +$1.44M +26,521 New
SMH
620
Sanders Morris Harris
Texas
$1.49M +$1.42M +26,269 New
JFL
621
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.49M -$52.4K -967 -4%
IRC
622
Investors Research Corp
Georgia
$1.49M +$91.6K +1,691 +7%
CRC
623
Curi RMB Capital
Illinois
$1.48M +$415K +7,669 +41%
MOS
624
MGO One Seven
Ohio
$1.48M +$1.42M +26,201 New
WSCM
625
Wellington Shields Capital Management
New York
$1.47M +$1.02M +18,865 +260%

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.