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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.07B +$2.5B +46,225,831 +75%
BlackRock
2
BlackRock
New York
$5.19B +$2.16B +39,981,209 +77%
State Street
3
State Street
Massachusetts
$3.33B +$1.36B +25,071,636 +74%
Bank of America
4
Bank of America
North Carolina
$2.67B +$1.5B +27,762,630 +142%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.88B +$191M +3,530,874 +12%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.73B +$964M +17,800,957 +137%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.7B +$1.52B +28,034,753 +1,324%
Capital International Investors
8
Capital International Investors
California
$1.61B +$1.54B +28,527,014 New
Dodge & Cox
9
Dodge & Cox
California
$1.47B +$86.3M +1,593,510 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.04B +$445M +8,214,843 +80%
Northern Trust
11
Northern Trust
Illinois
$993M +$346M +6,381,290 +57%
Macquarie Group
12
Macquarie Group
Australia
$956M +$75.9M +1,401,413 +9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$850M +$314M +5,804,341 +62%
Capital World Investors
14
Capital World Investors
California
$778M +$748M +13,807,181 New
Boston Partners
15
Boston Partners
Massachusetts
$735M +$339M +6,267,283 +92%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$719M -$10.9M -200,664 -2%
Norges Bank
17
Norges Bank
Norway
$696M +$291M +5,376,651 +77%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$693M +$351M +6,481,251 +111%
UBS Group
19
UBS Group
Switzerland
$603M +$532M +9,819,277 +1,102%
Goldman Sachs
20
Goldman Sachs
New York
$584M +$87.8M +1,622,372 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$580M +$114M +2,101,126 +26%
Invesco
22
Invesco
Georgia
$519M +$2.76M +50,988 +0.6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$507M +$224M +4,138,420 +85%
Ameriprise
24
Ameriprise
Minnesota
$494M +$51.3M +947,989 +12%
American Century Companies
25
American Century Companies
Missouri
$488M +$15.3M +282,242 +3%

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.