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
NMC
1376
Nine Masts Capital
Hong Kong
-$2.31M -42,735 Closed
CBN
1377
Cadence Bank NA
Texas
-$2.18M -40,798 Closed
ECM
1378
Element Capital Management
New York
-$1.88M -35,245 Closed
FHB
1379
First Hawaiian Bank
Hawaii
-$1.38M -25,841 Closed
QCMC
1380
Quantum Capital Management (California)
California
-$1.3M -24,418 Closed
OTPPB
1381
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$867K -16,239 Closed
CTI
1382
Community Trust & Investment
Kentucky
-$784K -14,676 Closed
QI
1383
QS Investors
New York
-$760K -14,225 Closed
WF
1384
Welch & Forbes
Massachusetts
-$749K -14,029 Closed
FTIOP
1385
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$647K -12,132 Closed
VWA
1386
V Wealth Advisors
Kansas
-$603K -11,305 Closed
LWAC
1387
Laurel Wealth Advisors (California)
California
-$524K -9,820 Closed
RB
1388
Rodgers Brothers
Pennsylvania
-$420K -7,864 Closed
AT
1389
Arden Trust
Delaware
-$395K -7,392 Closed
FIB
1390
First Interstate Bank
Montana
-$352K -6,593 Closed
BFO
1391
Biltmore Family Office
North Carolina
-$320K -6,000 Closed
RA
1392
RFG Advisory
Alabama
-$304K -5,703 Closed
TNBTD
1393
Trustmark National Bank Trust Department
Mississippi
-$279K -5,227 Closed
AAM
1394
American Asset Management
Florida
-$272K -5,102 Closed
DIM
1395
DC Investments Management
Virginia
-$256K -4,790 Closed
RT
1396
Rockland Trust
Massachusetts
-$233K -4,581 Closed
ACM
1397
AlphaCrest Capital Management
New York
-$236K -4,425 Closed
DZ Bank
1398
DZ Bank
Germany
-$235K -4,400 Closed
BHIA
1399
Birch Hill Investment Advisors
Massachusetts
-$214K -4,006 Closed
MI
1400
Moneywise Inc
Virginia
-$213K -3,994 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.