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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
AWM
1226
Avior Wealth Management
Nebraska
$87K +$55.3K +1,021 +193%
AWA
1227
Arkadios Wealth Advisors
Georgia
$85.1K +$84K +1,551 New
TFO
1228
Tarbox Family Office
California
$82K +$66.2K +1,223 +512%
CFG
1229
CKW Financial Group
Hawaii
$79K
DI
1230
Disciplined Investments
Oklahoma
$79K +$75.8K +1,400 New
MIM
1231
Macroview Investment Management
Maryland
$78K
TT
1232
TI-Trust
Illinois
$76K +$73.1K +1,350 New
KPCM
1233
Kings Point Capital Management
New York
$75K +$71.8K +1,326 New
Loomis, Sayles & Company
1234
Loomis, Sayles & Company
Massachusetts
$74K +$6.23K +115 +10%
MWP
1235
Meridian Wealth Partners
Pennsylvania
$74K +$71.3K +1,317 New
RE
1236
RBC Europe
United Kingdom
$73.9K +$71.1K +1,313 New
HCM
1237
Highlander Capital Management
New Jersey
$72K -$78.1K -1,442 -53%
PG
1238
Proffitt & Goodson
Tennessee
$72K +$38K +701 +120%
AA
1239
Argent Advisors
Louisiana
$72K +$69.8K +1,289 New
APC
1240
Aspire Private Capital
North Carolina
$71K -$8.18K -151 -11%
VRM
1241
Vectors Research Management
New York
$71K +$63.1K +1,165 +1,239%
PFGIA
1242
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$39.3K +725 +145%
PMFA
1243
Plante Moran Financial Advisors
Michigan
$68K +$30.5K +564 +87%
AWM
1244
AllSquare Wealth Management
New York
$68K +$38K +702 +137%
FANJ
1245
Financial Architects (New Jersey)
New Jersey
$67K +$24.3K +449 +61%
BL
1246
Balentine LLC
Georgia
$66K +$60.6K +1,120 +2,036%
LFG
1247
Larson Financial Group
Missouri
$64K +$58.6K +1,083 +2,166%
HIA
1248
Harbor Investment Advisory
Maryland
$64K +$61.2K +1,130 New
ACM
1249
Allred Capital Management
Texas
$63.8K +$61.3K +1,133 New
FFC
1250
First Financial Corp
Indiana
$62K

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.