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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
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$53.7M +$20.5M +377,965 +66%
WHG
102
Westwood Holdings Group
Texas
$53.1M +$18.2M +336,406 +56%
FWCM
103
Ferguson Wellman Capital Management
Oregon
$52.4M +$35M +646,064 +227%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$50.8M +$40.3M +744,913 +474%
CI
105
Conning Inc
Connecticut
$48.1M -$1.02M -18,892 -2%
CC
106
Carlson Capital
Texas
$48M +$46.1M +852,000 New
H
107
Hexavest
Quebec, Canada
$47.7M +$45.8M +846,697 New
Asset Management One
108
Asset Management One
Japan
$47.6M +$16.9M +311,827 +58%
Two Sigma Investments
109
Two Sigma Investments
New York
$47.4M +$15.2M +280,288 +50%
RCAMU
110
Rothschild & Co Asset Management US
Connecticut
$47M +$45.2M +834,444 New
DRZID
111
DePrince Race & Zollo Inc (DRZ)
Florida
$46.4M +$5.18M +95,709 +13%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$45M +$25.3M +466,571 +141%
FMW
113
Farr Miller & Washington
District of Columbia
$44.7M +$63.2K +1,167 +0.1%
Citigroup
114
Citigroup
New York
$43.7M +$13.9M +255,823 +49%
HTC
115
Haverford Trust Company
Pennsylvania
$41.8M -$146K -2,702 -0.4%
CB
116
Commerce Bank
Missouri
$41.6M +$13.2M +243,278 +49%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$40.6M +$16.4M +302,030 +72%
IC
118
Inverness Counsel
New York
$39.9M +$38.3M +707,924 New
KCM
119
Kornitzer Capital Management
Kansas
$39.6M -$3.61M -66,740 -9%
MSV
120
MN Services Vermogensbeheer
Netherlands
$39.2M +$899K +16,600 +2%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$36.8M +$22.4M +413,384 +172%
Holocene Advisors
122
Holocene Advisors
New York
$36.1M +$2.31M +42,634 +7%
US Bancorp
123
US Bancorp
Minnesota
$35.1M +$13.5M +250,137 +67%
Millennium Management
124
Millennium Management
New York
$34.9M +$2.37M +43,775 +8%
CCMG
125
Clark Capital Management Group
Pennsylvania
$34.5M +$32.8M +605,431 +8,354%

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.