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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
CA
1076
Commerzbank Aktiengesellschaft
Germany
$276K +$266K +4,906 New
XF
1077
XML Financial
Maryland
$273K +$262K +4,839 New
MCWS
1078
McKinley Carter Wealth Services
West Virginia
$273K +$262K +4,843 New
BWP
1079
Bernardo Wealth Planning
Pennsylvania
$272K +$4.06K +75 +2%
FNBT
1080
FineMark National Bank & Trust
Florida
$272K +$30.2K +557 +13%
HAG
1081
HighPoint Advisor Group
Illinois
$272K +$79.5K +1,468 +43%
MCWA
1082
Meadow Creek Wealth Advisors
Georgia
$272K +$261K +4,825 New
JLBC
1083
J.L. Bainbridge & Co
Florida
$272K +$262K +4,836 New
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K +$261K +4,820 New
GAG
1085
GM Advisory Group
New York
$269K +$259K +4,785 New
LSPW
1086
Lake Street Private Wealth
Illinois
$268K +$258K +4,757 New
FMT
1087
First Mercantile Trust
Tennessee
$266K +$148K +2,733 +137%
FMWA
1088
Forvis Mazars Wealth Advisors
Missouri
$266K +$255K +4,715 New
EM
1089
Excalibur Management
Massachusetts
$266K +$255K +4,717 New
KCM
1090
Kathmere Capital Management
Pennsylvania
$266K +$256K +4,727 New
AA
1091
AlphaMark Advisors
Kentucky
$265K
FHA
1092
Flagship Harbor Advisors
Massachusetts
$265K +$197K +3,630 +338%
FWCM
1093
First Western Capital Management
California
$263K
MFP
1094
Meridian Financial Partners
Virginia
$263K +$11K +203 +4%
IWS
1095
Insight Wealth Strategies
California
$263K +$253K +4,665 New
RIM
1096
Reliant Investment Management
Tennessee
$263K +$253K +4,669 New
RPA
1097
Rock Point Advisors
Vermont
$259K -$7.04K -130 -3%
AC
1098
Abbrea Capital
California
$257K +$247K +4,566 New
IA
1099
IFG Advisory
Georgia
$256K -$45.7K -844 -16%
PL
1100
Perpetual Ltd
Australia
$254K

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.