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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
CAC
876
Certified Advisory Corp
Florida
$557K +$117K +2,160 +28%
SWM
877
Sugarloaf Wealth Management
Georgia
$557K +$536K +9,892 New
SFS
878
Sowell Financial Services
Arkansas
$555K +$466K +8,600 +690%
DE
879
Day & Ennis
Georgia
$555K +$534K +9,857 New
SHA
880
Seneca House Advisors
Virginia
$553K -$13.5K -250 -2%
LS
881
Livforsakringsbolaget Skandia
Sweden
$552K +$49.1K +906 +10%
PFBT
882
Parkside Financial Bank & Trust
Missouri
$552K +$489K +9,040 +1,185%
Los Angeles Capital Management
883
Los Angeles Capital Management
California
$550K +$136K +2,506 +35%
EWM
884
Edge Wealth Management
New York
$549K
PCA
885
Personal Capital Advisors
California
$549K +$527K +9,739 New
C
886
Cerebellum
California
$548K +$527K +9,733 New
BHWM
887
Bar Harbor Wealth Management
New Hampshire
$545K +$315K +5,825 +151%
JT
888
Jump Trading
Illinois
$545K +$524K +9,684 New
SC
889
Savant Capital
Illinois
$543K +$522K +9,637 New
CGL
890
Clarius Group LLC
Washington
$542K +$328K +6,062 +161%
BOH
891
Bank of Hawaii
Hawaii
$537K -$55.2K -1,020 -10%
BJL
892
Brighton Jones LLC
Washington
$536K +$104K +1,917 +25%
CAM
893
Cresset Asset Management
Illinois
$534K +$205K +3,779 +66%
ANRIA
894
American National Registered Investment Advisor
Texas
$533K
DY
895
Dowling & Yahnke
California
$527K +$42.8K +790 +9%
BCM
896
Birmingham Capital Management
Alabama
$526K +$110K +2,035 +28%
ARMC
897
American Research & Management Company
Massachusetts
$524K +$385K +7,110 +323%
OAM
898
Optimal Asset Management
California
$524K +$504K +9,304 New
SWM
899
Segment Wealth Management
Texas
$523K +$503K +9,296 New
SFG
900
SevenBridge Financial Group
Pennsylvania
$522K +$238K +4,403 +91%

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.