We are live on ! Find out more
TFC icon

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
FGAM
1276
Financial Gravity Asset Management
Texas
$28K -$12.3K -228 -31%
GTAM
1277
Global Trust Asset Management
Florida
$28K
RFA
1278
Reilly Financial Advisors
California
$27K +$26.1K +482 New
NIM
1279
NuWave Investment Management
New Jersey
$26K -$49.4K -913 -66%
RAM
1280
Riggs Asset Management
Pennsylvania
$26K -$5.42K -100 -18%
HI
1281
Hudock Inc
Pennsylvania
$26K +$217 +4 +0.9%
FMB
1282
Field & Main Bank
Kentucky
$26K +$14K +259 +130%
CCM
1283
Covington Capital Management
California
$25K +$23.9K +441 New
JSC
1284
Jackson Square Capital
California
$25K +$24.5K +452 New
RA
1285
Rational Advisors
New York
$24K -$94K -1,736 -81%
JGIA
1286
Jackson Grant Investment Advisers
Connecticut
$24K +$162 +3 +0.7%
CCM
1287
Cribstone Capital Management
Maine
$23K -$135K -2,498 -86%
AWMS
1288
Advocacy Wealth Management Services
Georgia
$22K +$20.8K +384 New
CA
1289
Crewe Advisors
Utah
$22K +$21.3K +394 New
LWM
1290
Liberty Wealth Management
California
$21K +$4.76K +88 +30%
RWA
1291
Ropes Wealth Advisors
Massachusetts
$19K
PK
1292
Pflug Koory
Nebraska
$18K
AIC
1293
Archer Investment Corporation
Indiana
$18K +$16.9K +312 New
RBC
1294
Roble Belko & Company
Pennsylvania
$18K +$17.4K +321 New
POIA
1295
Pin Oak Investment Advisors
Texas
$17K
SGAM
1296
Smith Group Asset Management
Texas
$17K +$541 +10 +3%
SIS
1297
Sound Income Strategies
Florida
$17K +$16.5K +304 New
PCA
1298
Providence Capital Advisors
North Carolina
$16K +$8.5K +157 +118%
CIA
1299
Cascade Investment Advisors
Oregon
$15.6K
ECM
1300
Estabrook Capital Management
New York
$15.5K

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.