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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
CSS
676
Cubist Systematic Strategies
Connecticut
$1.22M +$1.17M +21,663 New
CAG
677
Csenge Advisory Group
Florida
$1.22M +$1.17M +21,598 New
SYBT
678
Stock Yards Bank & Trust
Kentucky
$1.21M +$113K +2,089 +11%
CEP
679
Chicago Equity Partners
Illinois
$1.2M +$379K +6,997 +49%
FSA
680
Franklin Street Advisors
North Carolina
$1.2M +$21.2K +391 +2%
CS
681
Comerica Securities
Michigan
$1.19M +$1.19M +21,897 New
FBT
682
First Bankers Trust
Kentucky
$1.18M +$1.14M +20,965 New
SAM
683
Silvercrest Asset Management
New York
$1.17M +$327K +6,044 +41%
SAM
684
Seelaus Asset Management
New Jersey
$1.17M +$1.12M +20,754 New
LNC
685
Lincoln National Corp
Pennsylvania
$1.17M +$385K +7,106 +52%
ACS
686
Archford Capital Strategies
Illinois
$1.15M +$1.11M +20,491 New
BDS
687
Banco de Sabadell
Florida
$1.15M -$31.6K -583 -3%
FAAS
688
First Allied Advisory Services
California
$1.14M +$377K +6,968 +52%
NCM
689
Novare Capital Management
North Carolina
$1.14M +$79.1K +1,460 +8%
TFS
690
TrustCore Financial Services
Tennessee
$1.13M +$984K +18,165 +934%
MWM
691
Minot Wealth Management
Massachusetts
$1.13M +$1.09M +20,102 New
WWM
692
Willingdon Wealth Management
North Carolina
$1.13M -$204K -3,759 -16%
IPW
693
Inlet Private Wealth
Florida
$1.13M
FCA
694
FLC Capital Advisors
California
$1.11M +$346K +6,381 +48%
IRF
695
IBM Retirement Fund
New York
$1.11M +$430K +7,948 +68%
MWM
696
Modera Wealth Management
New Jersey
$1.1M -$9.42K -174 -0.9%
CM
697
Caption Management
Oklahoma
$1.1M +$1.06M +19,500 New
AAIM
698
American Assets Investment Management
California
$1.09M +$1.05M +19,425 New
DWA
699
Douglass Winthrop Advisors
New York
$1.09M +$1.05M +19,425 New
CCM
700
Canal Capital Management
Virginia
$1.09M +$563K +10,402 +117%

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.