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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
AWE
976
Avidian Wealth Enterprises
Texas
$393K +$378K +6,978 New
CCA
977
Cobblestone Capital Advisors
New York
$392K -$59K -1,089 -14%
FIM
978
Frontier Investment Management
Texas
$389K +$113K +2,091 +43%
P
979
&Partners
Tennessee
$387K +$92.5K +1,708 +33%
WS
980
Wedbush Securities
California
$387K +$133K +2,460 +56%
VWM
981
Vigilare Wealth Management
Arizona
$387K +$399K +7,366 New
QPWM
982
Quadrant Private Wealth Management
Pennsylvania
$386K -$126K -2,321 -25%
MMPW
983
Mitchell McLeod Pugh & Williams
Alabama
$386K +$3.3K +61 +0.9%
SWMG
984
Strategic Wealth Management Group
Maryland
$382K +$110K +2,037 +43%
FA
985
Fortis Advisors
Pennsylvania
$382K +$333K +6,156 +996%
BDF
986
Balasa Dinverno & Foltz
$382K +$367K +6,783 New
PPP
987
Private Portfolio Partners
New Jersey
$380K +$365K +6,741 New
EW
988
Evoke Wealth
California
$379K +$207K +3,819 +131%
HWA
989
HHM Wealth Advisors
Tennessee
$379K +$364K +6,729 New
TCA
990
Transcend Capital Advisors
New Jersey
$377K +$363K +6,701 New
ACM
991
AUA Capital Management
Pennsylvania
$376K
CIC
992
Cornercap Investment Counsel
Georgia
$376K +$24.6K +454 +7%
MAM
993
Madison Asset Management
Wisconsin
$376K +$362K +6,684 New
FCB
994
First Command Bank
Texas
$375K +$21K +388 +6%
FCFS
995
First Command Financial Services
Texas
$375K +$21K +388 +6%
CSWG
996
Cardinal Strategic Wealth Guidance
Kentucky
$374K +$360K +6,641 New
TAM
997
Townsend Asset Management
North Carolina
$373K +$359K +6,626 New
FSA
998
Fort Sheridan Advisors
Illinois
$371K +$357K +6,591 New
WPC
999
White Pine Capital
Minnesota
$369K -$21.7K -400 -6%
FMLI
1000
Fukoku Mutual Life Insurance
Japan
$366K +$48.7K +900 +16%

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.