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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
WIA
1401
Westbourne Investment Advisors
Maryland
-$202K -3,777 Closed
OC
1402
Oakworth Capital
Alabama
-$183K -3,436 Closed
FNBOSM
1403
First National Bank of South Miami
Florida
-$144K -3,026 Closed
JFGIW
1404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$82K -1,543 Closed
WB
1405
Webster Bank
Connecticut
-$80K -1,499 Closed
NIC
1406
Northwest Investment Counselors
Oregon
-$40K -756 Closed
TC
1407
Truvestments Capital
Florida
-$35K -654 Closed
PFO
1408
Pathstone Family Office
New Jersey
-$29K -543 Closed
NCM
1409
Nelson Capital Management
California
-$27K -500 Closed
OFS
1410
Orrstown Financial Services
Pennsylvania
-$22K -460 Closed
EARNEST Partners
1411
EARNEST Partners
Georgia
-$23K -423 Closed
PB
1412
Pinnacle Bancorp
Nebraska
-$21K -393 Closed
CJA
1413
C-J Advisory
California
-$16K -300 Closed
TCM
1414
Tradewinds Capital Management
Washington
-$11K -215 Closed
JAM
1415
JCIC Asset Management
Ontario, Canada
-$7K -139 Closed
HDIM
1416
Hanson & Doremus Investment Management
Vermont
-$6K -116 Closed
GWAG
1417
Garrett Wealth Advisory Group
Texas
-$4.06K -76 Closed
CQS
1418
Credential Qtrade Securities
-$1.92K -36 Closed
WA
1419
WestEnd Advisors
North Carolina
-$1.01K -19 Closed
Credit Agricole
1420
Credit Agricole
France
+$162 +3 New
QAM
1421
QCI Asset Management
New York
+$271 +5 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.