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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
SVWAG
851
Sound View Wealth Advisors Group
Georgia
$601K +$160K +2,959 +38%
CT
852
Cambridge Trust
Massachusetts
$597K +$192K +3,542 +50%
FA
853
FMA Advisory
Pennsylvania
$595K +$182K +3,361 +47%
GLA
854
Good Life Advisors
Pennsylvania
$589K +$107K +1,968 +23%
ISWM
855
Independent Solutions Wealth Management
New York
$587K +$564K +10,421 New
GT
856
Greenleaf Trust
Michigan
$585K +$311K +5,737 +123%
GRQ
857
Gardner Russo & Quinn
Pennsylvania
$580K +$2.33K +43 +0.4%
SXL
858
Summit X LLC
Missouri
$578K +$39.8K +735 +8%
MAFM
859
Mid Atlantic Financial Management
Pennsylvania
$576K +$28.5K +526 +5%
AL
860
Aspiriant LLC
California
$576K +$243K +4,486 +78%
RG
861
Retirement Group
California
$573K +$551K +10,174 New
XWM
862
Xcel Wealth Management
Florida
$573K +$551K +10,181 New
MFG
863
Magnus Financial Group
New York
$572K +$550K +10,161 New
SBSB
864
Sullivan, Bruyette, Speros & Blaney
Virginia
$571K -$207K -3,827 -27%
MLL
865
Moody Lynn & Lieberson
Massachusetts
$571K +$7.91K +146 +1%
APG
866
Abacus Planning Group
South Carolina
$569K +$129K +2,391 +31%
SPC
867
Sigma Planning Corp
Michigan
$569K +$547K +10,102 New
FG
868
Fiduciary Group
Georgia
$568K +$546K +10,086 New
CG
869
Caprock Group
Idaho
$566K +$140K +2,581 +35%
CFG
870
Citizens Financial Group
Rhode Island
$566K +$473K +8,744 +673%
BHWM
871
Bay Harbor Wealth Management
Maryland
$565K +$528K +9,755 +3,484%
RHBC
872
R.H. Bluestein & Co
Michigan
$565K +$543K +10,035 New
LIM
873
Loudon Investment Management
New Hampshire
$562K +$4.06K +75 +0.8%
1WA
874
180 Wealth Advisors
Washington
$560K +$59.9K +1,106 +12%
KC
875
Kingfisher Capital
North Carolina
$558K +$2.17K +40 +0.4%

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.