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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
RC
626
RBF Capital
California
$1.46M +$1.4M +25,900 New
RMCM
627
Reynders McVeigh Capital Management
Massachusetts
$1.45M -$2.22K -41 -0.2%
TAIM
628
TD Ameritrade Investment Management
Nebraska
$1.45M -$113K -2,095 -8%
MYAM
629
Meiji Yasuda Asset Management
Japan
$1.44M +$109K +2,004 +9%
WPA
630
West Paces Advisors
Georgia
$1.44M +$109K +2,022 +9%
BW
631
Bison Wealth
Georgia
$1.43M +$942K +17,393 +218%
JIP
632
Jaffetilchin Investment Partners
Florida
$1.43M +$1.37M +25,354 New
PIA
633
Piedmont Investment Advisors
North Carolina
$1.43M +$727K +13,424 +113%
CCT
634
Capital City Trust
Florida
$1.42M +$1.37M +25,246 New
SBIA
635
Sheaff Brock Investment Advisors
Indiana
$1.41M +$7.91K +146 +0.6%
KA
636
Kintegral Advisory
New York
$1.41M +$326K +6,018 +32%
PHK
637
Point72 Hong Kong
Hong Kong
$1.4M +$1.35M +24,935 New
RCA
638
Resonant Capital Advisors
Wisconsin
$1.4M +$1.35M +24,848 New
IC
639
Inscription Capital
Texas
$1.4M +$368K +6,793 +38%
CT
640
Caldwell Trust
Florida
$1.39M +$1.34M +24,769 New
SPIA
641
Steward Partners Investment Advisory
New York
$1.39M +$410K +7,577 +44%
CBB
642
Citizens Business Bank
California
$1.38M +$78.8K +1,456 +6%
OCG
643
Opus Capital Group
Ohio
$1.38M -$7.31K -135 -0.5%
CG
644
Colony Group
Massachusetts
$1.36M +$564K +10,416 +75%
CIAS
645
Capital Investment Advisory Services
North Carolina
$1.36M +$155K +2,858 +13%
IB
646
Intrust Bank
Kansas
$1.33M +$1.28M +23,697 New
WPW
647
Waldron Private Wealth
Pennsylvania
$1.33M +$1.28M +23,623 New
THWM
648
Taylor Hoffman Wealth Management
Virginia
$1.32M +$292K +5,386 +30%
TIM
649
Thompson Investment Management
Wisconsin
$1.31M +$1.26M +23,303 New
SC
650
Searle & Co
Connecticut
$1.3M -$42.6K -787 -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.