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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
LWM
1151
Lyell Wealth Management
California
$219K +$210K +3,885 New
SFG
1152
Sunburst Financial Group
Alabama
$219K +$210K +3,886 New
PL
1153
Plancorp LLC
Missouri
$218K +$209K +3,863 New
WP
1154
WealthSource Partners
California
$218K +$210K +3,876 New
CCM
1155
Coldstream Capital Management
Washington
$218K +$210K +3,880 New
IIM
1156
Ipswich Investment Management
Massachusetts
$217K -$10.8K -200 -5%
PWM
1157
PBMares Wealth Management
Virginia
$217K +$209K +3,854 New
CWM
1158
Chesapeake Wealth Management
Virginia
$216K +$4.71K +87 +2%
BWAM
1159
Boyd Watterson Asset Management
Ohio
$216K +$208K +3,841 New
Jones Financial Companies
1160
Jones Financial Companies
Missouri
$215K +$208K +3,833 New
ACA
1161
Atlas Capital Advisors
Wyoming
$215K +$207K +3,815 New
BCI
1162
Brinker Capital Investments
Pennsylvania
$214K -$8.88K -164 -4%
VCP
1163
Verus Capital Partners
Arizona
$214K +$206K +3,807 New
JAM
1164
Jolley Asset Management
North Carolina
$213K -$46K -850 -18%
WTC
1165
WhitTier Trust Company
Nevada
$213K +$76.7K +1,416 +60%
KFGK
1166
Keystone Financial Group (Kentucky)
Kentucky
$213K +$204K +3,775 New
9WM
1167
9258 Wealth Management
Ohio
$212K +$204K +3,766 New
CW
1168
CreativeOne Wealth
Kansas
$211K +$203K +3,753 New
CIS
1169
Connors Investor Services
Pennsylvania
$211K +$203K +3,755 New
KA
1170
Klingman & Associates
New York
$210K +$202K +3,735 New
CPC
1171
Consolidated Planning Corp
Georgia
$209K +$201K +3,708 New
CCM
1172
Copeland Capital Management
Pennsylvania
$207K +$199K +3,675 New
CHP
1173
Cable Hill Partners
Oregon
$206K +$198K +3,658 New
DW
1174
Domani Wealth
Pennsylvania
$203K +$195K +3,603 New
AAMC
1175
Asset Allocation & Management Company
Illinois
$201K +$193K +3,572 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.