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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$159M +$62.8M +1,160,654 +70%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157M +$112M +2,063,354 +282%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$157M +$58M +1,070,489 +62%
Jennison Associates
54
Jennison Associates
New York
$151M +$16.4M +302,385 +13%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$150M +$65.6M +1,212,434 +83%
EIP
56
Epoch Investment Partners
New York
$142M +$12.3M +226,348 +10%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$140M +$55.9M +1,032,719 +71%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$136M +$66.4M +1,225,673 +103%
Artisan Partners
59
Artisan Partners
Wisconsin
$135M +$130M +2,400,164 New
Bessemer Group
60
Bessemer Group
New Jersey
$134M +$119M +2,199,607 +1,251%
RRAM
61
River Road Asset Management
Kentucky
$132M +$2.22M +41,086 +2%
PI
62
Putnam Investments
Massachusetts
$121M +$5.42M +100,161 +5%
EVM
63
Eaton Vance Management
Massachusetts
$118M +$26.2M +483,577 +30%
AllianceBernstein
64
AllianceBernstein
Tennessee
$115M +$44.8M +827,187 +68%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$109M +$49.7M +918,744 +90%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$102M +$42.7M +788,243 +77%
National Pension Service
67
National Pension Service
South Korea
$100M +$44.3M +817,878 +85%
Korea Investment Corp
68
Korea Investment Corp
South Korea
$99.9M +$62.6M +1,155,916 +187%
EIC
69
Equity Investment Corp
Georgia
$98.9M +$95.1M +1,756,353 New
Two Sigma Advisers
70
Two Sigma Advisers
New York
$93.1M +$38.9M +718,486 +77%
AAMU
71
Amundi Asset Management US
Massachusetts
$90.4M +$24M +443,173 +38%
AT
72
AMF Tjänstepension
Sweden
$88.7M +$5.56M +102,735 +7%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$87.2M +$36.6M +675,307 +76%
Prudential Financial
74
Prudential Financial
New Jersey
$85.8M +$28.5M +526,330 +53%
Luther King Capital Management (LKCM)
75
Luther King Capital Management (LKCM)
Texas
$84.8M +$81.2M +1,499,348 +24,183%

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.