We are live on ! Find out more
TFC icon

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
CWM
951
Cahaba Wealth Management
Georgia
$431K +$414K +7,652 New
CWG
952
Cornerstone Wealth Group
North Carolina
$431K +$415K +7,659 New
SFM
953
Systematic Financial Management
New Jersey
$431K +$415K +7,659 New
SBA
954
Secrest Blakey & Associates
North Carolina
$427K +$21.2K +391 +5%
SFM
955
Signet Financial Management
New Jersey
$426K +$3.14K +58 +0.8%
RPG
956
Resource Planning Group
Georgia
$422K +$406K +7,495 New
OWA
957
Outlook Wealth Advisors
Texas
$420K +$16.5K +305 +4%
SEIA
958
Signature Estate & Investment Advisors
California
$419K -$541 -10 -0.1%
Kayne Anderson Rudnick Investment Management
959
Kayne Anderson Rudnick Investment Management
California
$419K +$402K +7,431 New
BUB
960
BBVA USA Bancshares
Texas
$418K -$46.5K -858 -10%
TFS
961
Thoroughbred Financial Services
Tennessee
$418K +$12.9K +238 +3%
SAA
962
Southeast Asset Advisors
Georgia
$417K +$401K +7,407 New
SP
963
Successful Portfolios
Florida
$414K +$398K +7,350 New
BA
964
Ballew Advisors
Mississippi
$413K +$398K +7,346 New
NSB
965
Norway Savings Bank
Maine
$408K +$337K +6,226 +616%
CCIA
966
Campbell & Co Investment Adviser
Maryland
$407K +$392K +7,231 New
XM
967
XTX Markets
New York
$406K +$390K +7,201 New
ST
968
Smithfield Trust
Pennsylvania
$405K +$254K +4,690 +186%
QCG
969
Quadrant Capital Group
Ohio
$404K +$198K +3,664 +95%
NJBEST
970
New Jersey Better Educational Savings Trust
New Jersey
$401K +$386K +7,122 New
AW
971
ACG Wealth
Georgia
$400K +$139K +2,568 +57%
PIA
972
Pinion Investment Advisors
Kansas
$399K +$65.7K +1,214 +21%
FLI
973
Family Legacy Inc
South Carolina
$398K -$26.3K -485 -6%
VF
974
Virtu Financial
New York
$398K +$382K +7,064 New
SWIG
975
Strategic Wealth Investment Group
Kentucky
$393K +$378K +6,972 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.