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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
WFG
776
Wills Financial Group
Virginia
$774K -$1.03K -19 -0.1%
HB
777
Homrich & Berg
Georgia
$771K +$292K +5,387 +65%
CFMC
778
Curbstone Financial Management Corp
New Hampshire
$771K +$741K +13,690 New
S
779
Seeyond
France
$770K +$70.2K +1,297 +10%
RCA
780
Ranch Capital Advisors
Florida
$770K +$97.1K +1,793 +15%
SFA
781
Sequoia Financial Advisors
Ohio
$770K +$209K +3,861 +39%
AWA
782
Arete Wealth Advisors
Illinois
$770K +$740K +13,665 New
JIC
783
Johnson Investment Counsel
Ohio
$769K +$256K +4,732 +53%
TNB
784
TCF National Bank
South Dakota
$769K +$740K +13,663 New
SBH
785
Segall Bryant & Hamill
Illinois
$764K +$247K +4,565 +51%
CPSAC
786
Chas P. Smith & Associates (CPS)
Florida
$763K +$444K +8,193 +153%
HSA
787
HBK Sorce Advisory
Pennsylvania
$750K +$217K +4,006 +43%
AA
788
ALPS Advisors
Colorado
$748K +$345K +6,365 +92%
EH
789
Employers Holdings
Nevada
$745K +$182K +3,367 +34%
CPA
790
Court Place Advisors
Maryland
$739K +$711K +13,126 New
WC
791
Westhampton Capital
North Carolina
$738K +$150K +2,769 +27%
CCG
792
Cypress Capital Group
Florida
$737K -$33K -610 -4%
WCAMG
793
Woodard & Company Asset Management Group
North Carolina
$736K -$842K -15,552 -54%
SAM
794
Summit Asset Management
Tennessee
$736K +$708K +13,070 New
IWC
795
Integrated Wealth Concepts
Massachusetts
$735K +$706K +13,042 New
BWL
796
Bogart Wealth LLC
Virginia
$734K +$25.9K +478 +4%
SHGA
797
Sand Hill Global Advisors
California
$733K +$4.49K +83 +0.6%
LCM
798
Leisure Capital Management
California
$731K +$9.04K +167 +1%
MSAM
799
Moloney Securities Asset Management
Missouri
$726K +$178K +3,286 +34%
PJSIMP
800
P.J. Schmidt Investment Management (PJS)
Wisconsin
$725K -$21.9K -404 -3%

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.