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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
VCM
1326
Vigilant Capital Management
Maine
$6K
CMBA
1327
C.M. Bidwell & Associates
Hawaii
$6K +$6.01K +111 New
LAS
1328
Lloyd Advisory Services
Georgia
$6K +$6.06K +112 New
CG
1329
Cutler Group
California
$6K +$6.66K +123 New
HGWM
1330
Harvest Group Wealth Management
Massachusetts
$6K +$6.71K +124 New
FMP
1331
Financial Management Professionals
Texas
$5K +$4.76K +88 New
EWM
1332
Endurance Wealth Management
Rhode Island
$5K +$4.87K +90 New
CWA
1333
Capital Wealth Alliance
Arizona
$5K +$5.14K +95 New
WCM
1334
Wealthcare Capital Management
Virginia
$5K +$5.2K +96 New
TFA
1335
Tobias Financial Advisors
Florida
$5K +$5.52K +102 New
CFFP
1336
Center for Financial Planning
Michigan
$4K +$3.84K +71 New
SFG
1337
Sowa Financial Group
Rhode Island
$4K +$3.95K +73 New
MFT
1338
Moisand Fitzgerald Tamayo
Florida
$4K +$4.12K +76 New
TIM
1339
Tortoise Investment Management
New York
$4K +$4.12K +76 New
CA
1340
Centerpoint Advisors
Massachusetts
$3K +$3.25K +60 New
Barclays
1341
Barclays
United Kingdom
$2K -$73.9M -1,364,458 -100%
APWM
1342
Atlas Private Wealth Management
New York
$2K +$1.57K +29 New
LWM
1343
Lionsbridge Wealth Management
Florida
$2K +$2K +37 New
SMFS
1344
Squar Milner Financial Services
California
$2K +$2.27K +42 New
NDSI
1345
Newman Dignan & Sheerar Inc
Rhode Island
$1.48K +$4.39K +81 +0.3%
PGAM
1346
Princeton Global Asset Management
New Jersey
$1.35K +$1.28M +23,692 +7,072%
Fidelity International
1347
Fidelity International
Bermuda
$1K -$54 -1 -4%
ETC
1348
Exchange Traded Concepts
Oklahoma
$1K +$596 +11 New
LS
1349
Leelyn Smith
Illinois
$107 +$103K +1,907 New
Arrowstreet Capital
1350
Arrowstreet Capital
Massachusetts
-$61.2M -1,146,600 Closed

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.