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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
SCA
901
Stonebridge Capital Advisors
Minnesota
$519K -$9.68M -178,828 -95%
DWT
902
Dorsey & Whitney Trust
South Dakota
$519K +$179K +3,298 +56%
CWC
903
Carolinas Wealth Consulting
North Carolina
$516K +$502K +9,269 New
OPS
904
Orion Portfolio Solutions
Nebraska
$515K +$495K +9,147 New
MHC
905
Meyer Handelman Company
New York
$513K
LHC
906
Little House Capital
Massachusetts
$513K +$32.8K +605 +7%
CAMG
907
CWA Asset Management Group
Florida
$512K +$18.9K +349 +4%
CIM
908
CIM Investment Management
Pennsylvania
$508K
BCM
909
Brasada Capital Management
Texas
$507K +$487K +9,000 New
MA
910
MUFG Americas
New York
$504K -$48.9K -904 -9%
QCM
911
Quest Capital Management
Texas
$502K +$482K +8,907 New
ANTB
912
AMG National Trust Bank
Colorado
$499K +$217K +4,009 +83%
IA
913
IFP Advisors
Florida
$486K -$138K -2,540 -23%
VFA
914
Valeo Financial Advisors
Indiana
$485K +$158K +2,910 +51%
TPWA
915
TRUE Private Wealth Advisors
Oregon
$484K +$465K +8,595 New
DAM
916
Doheny Asset Management
California
$483K +$199K +3,675 +75%
1SB
917
1ST Source Bank
Indiana
$480K +$93.6K +1,729 +25%
MA
918
Minerva Advisors
Pennsylvania
$478K
LOAME
919
Lombard Odier Asset Management (Europe)
United Kingdom
$476K
EIA
920
Edgemoor Investment Advisors
Maryland
$474K +$84.4K +1,559 +23%
GFPC
921
Global Financial Private Capital
Florida
$474K +$185K +3,412 +68%
WA
922
WBH Advisory
Maryland
$474K +$456K +8,421 New
VFP
923
Verus Financial Partners
Virginia
$473K +$164K +3,038 +57%
CA
924
Cornerstone Advisory
Maryland
$473K +$454K +8,390 New
BCP
925
Blue Chip Partners
Michigan
$468K -$130K -2,403 -22%

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.