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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
ET
201
Equitable Trust
Tennessee
$16.1M +$15.2M +280,996 +6,599%
TBA
202
Tower Bridge Advisors
Pennsylvania
$16M -$5.9K -109 -0%
DIA
203
Dana Investment Advisors
Wisconsin
$16M +$7.29M +134,567 +90%
DC
204
Davenport & Co
Virginia
$15.8M +$3.8M +70,106 +33%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$15.7M +$4.16M +76,813 +38%
PR
206
Payden & Rygel
California
$15.6M +$14.5M +267,600 +2,731%
GT
207
Glenmede Trust
Pennsylvania
$15.5M +$1.74M +32,198 +13%
PI
208
PineBridge Investments
New York
$15.5M +$5.2M +95,987 +54%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$15.4M +$14.8M +273,478 New
LFAS
210
Level Four Advisory Services
Texas
$15.1M +$802K +14,820 +24%
NNP
211
Nachman Norwood & Parrott
South Carolina
$15M +$2.53M +46,700 +21%
ELI
212
Empire Life Investments
Ontario, Canada
$15M +$84.3K +1,557 +0.6%
Nomura Asset Management
213
Nomura Asset Management
Japan
$15M +$5.91M +109,144 +70%
ONB
214
Old National Bancorp
Indiana
$14.7M +$13.6M +250,580 +2,239%
EWA
215
EP Wealth Advisors
California
$14.5M +$140K +2,590 +1%
TNB
216
Thomasville National Bank
Georgia
$14.5M +$12.9M +238,388 +1,274%
URS
217
Utah Retirement Systems
Utah
$14.4M +$5.96M +110,077 +76%
SSA
218
Schonfeld Strategic Advisors
New York
$14.3M +$11.6M +214,200 +534%
SIA
219
Sit Investment Associates
Minnesota
$14.1M +$13.5M +250,030 New
EGA
220
Eagle Global Advisors
Texas
$14M +$13.5M +248,721 New
GG
221
Gofen & Glossberg
Illinois
$13.9M +$4.06K +75 +0%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$13.8M +$5.64M +104,236 +74%
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$13.6M +$6.73M +124,327 +105%
NPPM
224
North Point Portfolio Managers
Ohio
$13.6M -$446K -8,245 -3%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.5M +$6.39M +118,105 +97%

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.