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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
IC
1001
InterOcean Capital
Illinois
$366K +$352K +6,504 New
Acadian Asset Management
1002
Acadian Asset Management
Massachusetts
$363K -$749K -13,831 -68%
LI
1003
Lafayette Investments
Maryland
$363K +$24K +443 +7%
HFBOT
1004
Home Federal Bank of Tennessee
Tennessee
$362K +$348K +6,428 New
SL
1005
Signition LP
New York
$362K +$348K +6,435 New
GIA
1006
Guyasuta Investment Advisors
Pennsylvania
$360K
RCM
1007
Radnor Capital Management
Pennsylvania
$360K +$33.6K +621 +11%
BWA
1008
Burt Wealth Advisors
Maryland
$359K +$48K +887 +16%
KP
1009
Keel Point
Alabama
$359K +$345K +6,369 New
RTC
1010
Riverview Trust Company
Washington
$358K -$1.3K -24 -0.4%
MMA
1011
Miracle Mile Advisors
California
$358K +$19K +351 +6%
PCMK
1012
Paragon Capital Management (Kansas)
Kansas
$357K -$1.14K -21 -0.3%
JIM
1013
Jupiter Investment Management
United Kingdom
$355K +$342K +6,315 New
NL
1014
NWAM LLC
Washington
$354K +$96.4K +1,780 +40%
MYLI
1015
Meiji Yasuda Life Insurance
Japan
$353K -$218K -4,022 -39%
HFM
1016
Hartford Financial Management
Connecticut
$353K +$35K +647 +12%
PIMG
1017
Patriot Investment Management Group
Tennessee
$353K +$102K +1,877 +43%
BCM
1018
Brookstone Capital Management
Illinois
$353K +$125K +2,312 +58%
SFA
1019
Stewardship Financial Advisors
Georgia
$351K +$337K +6,224 New
BCM
1020
Breiter Capital Management
Florida
$349K +$335K +6,190 New
DWM
1021
Dakota Wealth Management
Florida
$347K
APW
1022
Aurora Private Wealth
New Jersey
$347K +$333K +6,153 New
SA
1023
Stewardship Advisors
Pennsylvania
$338K +$325K +6,009 New
TFA
1024
Toth Financial Advisory
Virginia
$337K -$34.5K -638 -10%
WB
1025
West Bancorporation
Iowa
$337K +$324K +5,988 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.