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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
WA
926
WealthTrust Axiom
Pennsylvania
$468K +$67.4K +1,244 +18%
VVP
927
Venture Visionary Partners
Ohio
$468K +$450K +8,318 New
PAM
928
Premier Asset Management
Illinois
$466K +$448K +8,269 New
BOPW
929
Brandywine Oak Private Wealth
Pennsylvania
$465K +$176K +3,255 +65%
CG
930
Cynosure Group
Utah
$459K
FA
931
FCG Advisors
New Jersey
$459K +$2.49K +46 +0.6%
BWA
932
BDO Wealth Advisors
Florida
$459K +$83.3K +1,539 +23%
IFWM
933
Institute for Wealth Management
Colorado
$459K +$442K +8,155 New
MGWM
934
Marks Group Wealth Management
Minnesota
$457K +$439K +8,108 New
Cetera Investment Advisers
935
Cetera Investment Advisers
Illinois
$457K +$460K +8,496 New
GEA
936
Glen Eagle Advisors
New Jersey
$453K +$180K +3,326 +70%
LSAG
937
Lake Street Advisors Group
New Hampshire
$452K +$435K +8,032 New
MFG
938
Merit Financial Group
Georgia
$450K +$433K +7,993 New
DSN
939
D. Scott Neal
Kentucky
$449K
HC
940
Henshaw Capital
Massachusetts
$449K
AWM
941
Aevitas Wealth Management
Massachusetts
$448K -$460K -8,503 -52%
BB
942
Busey Bank
Illinois
$448K +$27.7K +511 +7%
MMG
943
Monetary Management Group
Missouri
$446K +$429K +7,916 New
BCP
944
Berkeley Capital Partners
Georgia
$446K +$429K +7,920 New
Carson Wealth (CWM LLC)
945
Carson Wealth (CWM LLC)
Nebraska
$443K
MYIA
946
Mount Yale Investment Advisors
Colorado
$441K +$463K +8,548 New
OIA
947
OneDigital Investment Advisors
Kansas
$440K +$83.7K +1,546 +25%
UBG
948
United Bank (Georgia)
Georgia
$439K +$422K +7,788 New
Fisher Asset Management
949
Fisher Asset Management
Washington
$438K +$181K +3,347 +76%
CAM
950
Covenant Asset Management
New Jersey
$434K +$418K +7,712 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.