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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
AF
751
Advisornet Financial
Minnesota
$852K +$551K +10,168 +205%
TIA
752
Tandem Investment Advisors
South Carolina
$851K +$406K +7,500 +99%
MWA
753
Meridian Wealth Advisors
Texas
$845K +$163K +3,003 +25%
FFG
754
Fortem Financial Group
California
$838K +$181K +3,338 +29%
SWA
755
Sutton Wealth Advisors
Florida
$834K +$560K +10,340 +232%
NGA
756
Naples Global Advisors
Florida
$832K +$77.8K +1,436 +11%
NB
757
Northwest Bancshares
Pennsylvania
$830K +$301K +5,551 +60%
PH
758
Pinnacle Holdings
Oklahoma
$829K +$690K +12,749 +647%
BS
759
Bessemer Securities
New York
$828K +$796K +14,698 New
PI
760
Pettee Investors
Connecticut
$824K +$792K +14,636 New
CCT
761
Chemung Canal Trust
New York
$822K -$16.8K -310 -2%
PMG
762
ProVise Management Group
Florida
$819K +$510K +9,427 +184%
AMC
763
Asset Management Corp
Illinois
$812K +$781K +14,417 New
AAM
764
Augustine Asset Management
Florida
$809K +$185K +3,411 +31%
JCM
765
Jacobi Capital Management
Pennsylvania
$808K +$68.9K +1,273 +10%
CC
766
ClearArc Capital
Ohio
$806K +$150K +2,772 +24%
SWMG
767
Signature Wealth Management Group
Georgia
$802K +$771K +14,242 New
RMC
768
Resources Management Corp
Connecticut
$796K
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$792K +$623K +11,504 +451%
FQ
770
First Quadrant
California
$791K +$238K +4,390 +45%
BCM
771
Boltwood Capital Management
California
$788K +$758K +13,993 New
PTC
772
Private Trust Company
Ohio
$786K +$249K +4,590 +49%
TL
773
TrueWealth LLC
Georgia
$785K +$727K +13,418 +2,575%
CPIA
774
Cornell Pochily Investment Advisors
New York
$781K -$15.2K -281 -2%
GTCM
775
Gyon Technologies Capital Management
New Jersey
$777K +$747K +13,791 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.