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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
HCM
726
Hall Capital Management
Rhode Island
$956K -$33.2K -614 -3%
BP
727
Ballentine Partners
Massachusetts
$949K +$562K +10,373 +160%
MMHP
728
Murphy Middleton Hinkle & Parker
Georgia
$948K +$911K +16,824 New
CII
729
Capital International Inc
California
$948K +$912K +16,834 New
AFAS
730
Acorn Financial Advisory Services
Virginia
$947K +$911K +16,829 New
CT
731
Columbia Trust
Oregon
$945K +$909K +16,796 New
Toronto Dominion Bank
732
Toronto Dominion Bank
Ontario, Canada
$943K -$24.8M -458,143 -96%
SCP
733
Sandhill Capital Partners
New York
$939K +$122K +2,257 +16%
MRCM
734
M&R Capital Management
New Jersey
$932K +$820K +15,137 +1,062%
RIG
735
Ramiah Investment Group
Wisconsin
$929K +$893K +16,497 New
WAAG
736
Wealth Alliance Advisory Group
Kansas
$914K
AWM
737
Absher Wealth Management
North Carolina
$911K +$897K +16,570 New
RIM
738
Rampart Investment Management
Connecticut
$910K +$398K +7,343 +83%
OI
739
Oakbrook Investments
Illinois
$902K -$240K -4,439 -22%
AC
740
Athanor Capital
New York
$901K -$233K -4,300 -21%
CF
741
Centaurus Financial
California
$898K +$262K +4,833 +43%
AssetMark Inc
742
AssetMark Inc
California
$894K +$473K +8,731 +122%
CAAS
743
Capital Asset Advisory Services
Michigan
$889K +$879K +16,228 New
PA
744
Probity Advisors
Texas
$887K -$188K -3,477 -18%
IMOV
745
Investment Management of Virginia
Virginia
$884K +$8.23K +152 +1%
BSAM
746
Blue Square Asset Management
New York
$881K +$847K +15,647 New
WIA
747
Wealthstreet Investment Advisors
Texas
$878K +$277K +5,115 +49%
BWM
748
BCS Wealth Management
Tennessee
$870K +$836K +15,439 New
PBO
749
Peoples Bank (Ohio)
Ohio
$869K +$373K +6,892 +81%
CM
750
Cornerstone Management
Georgia
$858K +$118K +2,178 +17%

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.