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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
IWA
1176
Intercontinental Wealth Advisors
Texas
$200K -$10.5K -194 -5%
RIA
1177
Realta Investment Advisors
Delaware
$197K +$3.95K +73 +2%
AF
1178
Arrow Financial
New York
$193K -$3.95K -73 -2%
CLOS
1179
Compagnie Lombard Odier SCmA
Switzerland
$189K
GI
1180
Gradient Investments
Minnesota
$189K +$13.8K +254 +8%
SWM
1181
Selective Wealth Management
Virginia
$179K +$75.8K +1,400 +79%
CIR
1182
Clear Investment Research
Georgia
$169K -$379 -7 -0.2%
ZB
1183
Zions Bancorporation
Utah
$169K +$39.4K +728 +32%
LWA
1184
Lenox Wealth Advisors
New York
$159K +$7.04K +130 +5%
BCA
1185
Berman Capital Advisors
Georgia
$158K +$135K +2,500 +760%
GCM
1186
Gables Capital Management
Florida
$157K +$98.2K +1,813 +187%
BC
1187
Barnett & Company
Tennessee
$156K
HCA
1188
Horan Capital Advisors
Ohio
$155K
RMA
1189
Roffman Miller Associates
Pennsylvania
$153K +$147K +2,720 New
EIP
1190
Ellis Investment Partners
Pennsylvania
$150K +$72.9K +1,347 +103%
AIM
1191
Aigen Investment Management
New York
$147K +$141K +2,607 New
OSAM
1192
O'Shaughnessy Asset Management
Connecticut
$145K +$139K +2,567 New
KPW
1193
Kore Private Wealth
New York
$144K +$138K +2,557 New
SIC
1194
Samalin Investment Counsel
New York
$144K +$139K +2,566 New
FPB
1195
First PREMIER Bank
South Dakota
$143K
PP
1196
Peconic Partners
New York
$140K +$134K +2,483 New
LPIC
1197
LeJeune Puetz Investment Counsel
Michigan
$134K +$129K +2,374 New
NEAM
1198
New England Asset Management
Connecticut
$132K
AIC
1199
Ameritas Investment Company
Nebraska
$129K +$47.5K +877 +62%
EWM
1200
EPG Wealth Management
Georgia
$128K +$123K +2,276 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.