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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
GIA
701
Gateway Investment Advisers
Ohio
$1.08M +$588K +10,857 +130%
IWM
702
IHT Wealth Management
Illinois
$1.08M +$198K +3,652 +24%
TSS
703
Two Sigma Securities
New York
$1.08M +$1.04M +19,137 New
BI
704
Ballast Inc
Kentucky
$1.07M +$119K +2,199 +13%
CIA
705
CSat Investment Advisory
Michigan
$1.06M +$515K +9,513 +102%
Cerity Partners
706
Cerity Partners
New York
$1.06M +$1.02M +18,764 New
BIA
707
BHK Investment Advisors
Alabama
$1.05M -$181K -3,341 -15%
PP
708
Prudential plc
United Kingdom
$1.05M -$130K -2,400 -11%
LCM
709
Landscape Capital Management
New Jersey
$1.05M +$1.01M +18,586 New
SCI
710
S&CO Inc
Massachusetts
$1.04M +$1M +18,554 New
CB
711
Community Bank
New York
$1.04M +$80.2K +1,482 +9%
BS
712
Boenning & Scattergood
Pennsylvania
$1.01M +$22.6K +417 +2%
CIC
713
Crawford Investment Counsel
Georgia
$1.01M +$247K +4,569 +34%
HI
714
Horizon Investments
North Carolina
$1.01M +$969K +17,902 New
VIA
715
Vident Investment Advisory
Georgia
$1.01M +$320K +5,902 +49%
PI
716
PGGM Investments
Netherlands
$1M -$50.1M -924,760 -98%
PP
717
Paloma Partners
Connecticut
$993K -$789K -14,571 -45%
SS
718
Simplicity Solutions
Minnesota
$988K +$703K +12,980 +284%
TYCC
719
Texas Yale Capital Corp
Florida
$981K +$641K +11,838 +212%
APA
720
American Portfolios Advisors
New York
$978K +$131K +2,426 +16%
EWM
721
Evermay Wealth Management
Virginia
$976K +$346K +6,383 +59%
EWM
722
Evercore Wealth Management
New York
$976K +$670K +12,374 +249%
BCM
723
Bayesian Capital Management
New York
$974K +$937K +17,300 New
GCM
724
Galibier Capital Management
Ontario, Canada
$968K -$996K -18,398 -52%
VC
725
Veracity Capital
Georgia
$966K +$929K +17,158 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.