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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
FPS
1251
Fieldpoint Private Securities
Connecticut
$61K +$58.9K +1,087 New
GWMIA
1252
Global Wealth Management Investment Advisory
Florida
$60K +$15.4K +285 +36%
TWA
1253
TCI Wealth Advisors
Arizona
$58K +$51.2K +945 +1,152%
SFPG
1254
Stonebridge Financial Planning Group
Florida
$58K +$55.3K +1,021 New
BWM
1255
Baystate Wealth Management
Massachusetts
$57K +$32.4K +598 +143%
FMTCOCP
1256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K +$54.7K +1,010 New
DWA
1257
Dougherty Wealth Advisers
Minnesota
$56K
NC
1258
NewSquare Capital
Pennsylvania
$54K +$32.5K +600 +169%
SL
1259
Savior LLC
Massachusetts
$53K +$51.4K +949 New
RMAM
1260
Raab & Moskowitz Asset Management
New Jersey
$53K +$51.8K +957 New
CH
1261
Canton Hathaway
Rhode Island
$52K +$17.5K +323 +54%
BAM
1262
Barrett Asset Management
New York
$51K
PFSC
1263
Peoples Financial Services Corp
Pennsylvania
$51K +$8.34K +154 +21%
GAM
1264
Gemmer Asset Management
California
$45K +$18.4K +339 +74%
SLF
1265
Sun Life Financial
Ontario, Canada
$45K +$43K +794 New
HF
1266
Halpern Financial
Virginia
$41.8K +$40.2K +742 New
HI
1267
Human Investing
Oregon
$37K +$5.14K +95 +17%
PAI
1268
Pittenger & Anderson Inc
Nebraska
$36K +$35K +647 New
FA
1269
Financial Advantage
Maryland
$35K
ME
1270
McIlrath & Eck
Washington
$35K +$1.95K +36 +6%
CCA
1271
Column Capital Advisors
Indiana
$33K +$32.5K +600 New
GDP
1272
Great Diamond Partners
Maine
$33K +$32.5K +600 New
HWM
1273
Howard Wealth Management
Connecticut
$33K +$32.5K +600 New
HI
1274
Hoey Investments
Pennsylvania
$31K +$29.8K +550 New
FP
1275
Financial Perspectives
Minnesota
$28.4K +$27.3K +505 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.