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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
B
1126
Bridgeworth
Alabama
$235K +$226K +4,175 New
BC
1127
Burney Company
Virginia
$235K +$226K +4,180 New
IAN
1128
Integrated Advisors Network
Texas
$235K +$226K +4,180 New
GIA
1129
Gladstone Institutional Advisory
Florida
$233K +$224K +4,139 New
CAM
1130
Cozad Asset Management
Illinois
$233K +$224K +4,141 New
ClearBridge Investments
1131
ClearBridge Investments
New York
$232K +$222K +4,097 New
MCA
1132
Mercer Capital Advisers
New Jersey
$231K +$222K +4,098 New
TC
1133
Telemus Capital
Michigan
$230K +$221K +4,087 New
AIA
1134
Armor Investment Advisors
North Carolina
$228K -$16.2K -300 -7%
WKWM
1135
Walter & Keenan Wealth Management
Indiana
$228K +$9.48K +175 +5%
AFM
1136
Andesa Financial Management
Pennsylvania
$228K +$218K +4,024 New
MHIC
1137
Marble Harbor Investment Counsel
Massachusetts
$225K +$217K +4,000 New
SIM
1138
SSI Investment Management
California
$224K +$214K +3,959 New
CSM
1139
CAMG Solamere Management
North Carolina
$222K -$14.6K -270 -6%
GLI
1140
Guardian Life Insurance
New York
$222K +$92.4K +1,707 +76%
RAM
1141
Roanoke Asset Management
New Jersey
$222K +$214K +3,947 New
PCG
1142
Private Capital Group
Connecticut
$221K +$13K +240 +7%
CHA
1143
Carmichael Hill & Associates
Maryland
$221K +$212K +3,923 New
TFCP
1144
Twin Focus Capital Partners
Massachusetts
$221K +$212K +3,924 New
DOA
1145
D'Orazio & Associates
Virginia
$220K
SB
1146
Strategic Blueprint
Georgia
$220K
DA
1147
Detalus Advisors
Missouri
$220K +$211K +3,903 New
HCMT
1148
Highland Capital Management (Tennessee)
Tennessee
$220K +$212K +3,908 New
PCM
1149
Penserra Capital Management
California
$219K -$1.16M -21,348 -84%
DWM
1150
Doyle Wealth Management
Florida
$219K -$17.4K -321 -8%

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.