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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
PCA
1201
Peddock Capital Advisors
Massachusetts
$126K +$121K +2,234 New
LFA
1202
Lighthouse Financial Advisors
Maryland
$124K +$119K +2,202 New
KTC
1203
Kistler-Tiffany Companies
Pennsylvania
$122K
VCM
1204
Versant Capital Management
Arizona
$121K +$43.8K +808 +60%
BWM
1205
BerganKDV Wealth Management
Minnesota
$121K +$87.1K +1,609 +300%
BAM
1206
Belpointe Asset Management
Nevada
$119K +$115K +2,131 New
SCM
1207
Silvant Capital Management
Georgia
$115K +$41K +757 +59%
WQ
1208
Wealth Quarterback
New Jersey
$114K +$110K +2,025 New
CYG
1209
Clean Yield Group
Vermont
$113K +$109K +2,011 New
IAS
1210
IMA Advisory Services
Colorado
$110K
WEC
1211
Winslow Evans & Crocker
Massachusetts
$108K +$103K +1,902 New
VLKIM
1212
Van Lanschot Kempen Investment Management
Netherlands
$106K -$796K -14,701 -89%
AF
1213
Allworth Financial
California
$106K
SFSIG
1214
San Francisco Sentry Investment Group
California
$106K +$36.2K +669 +55%
PA
1215
Procyon Advisors
Connecticut
$102K +$98.3K +1,815 New
CWP
1216
CFM Wealth Partners
Texas
$98K +$94.5K +1,746 New
SQA
1217
Simon Quick Advisors
New Jersey
$98K +$94.5K +1,746 New
HWM
1218
Holloway Wealth Management
Florida
$96K
NFG
1219
Next Financial Group
Texas
$95K +$28.3K +522 +45%
CFD
1220
Creative Financial Designs
Indiana
$91K
PCIA
1221
Prime Capital Investment Advisors
Kansas
$90K +$46.1K +852 +114%
SL
1222
Salomon & Ludwin
Virginia
$90K +$66.2K +1,223 +326%
FRA
1223
Front Row Advisors
California
$88K +$4.28K +79 +5%
EDRH
1224
Edmond de Rothschild Holding
Switzerland
$88K +$48.7K +900 +134%
KIG
1225
Kessler Investment Group
Indiana
$88K +$84.8K +1,567 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.