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Truist Financial

1,385 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 616 increasing their positions, 442 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $343M | Put options by funds: $135M

77% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 71

39% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 442

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

7% more capital invested

Capital invested by funds: $53.6B → $57.1B (+$3.49B)

3% more funds holding

Funds holding: 1,3511,385 (+34)

1.06% more ownership

Funds ownership: 72%73.06% (+1.1%)

Holders
1,385
Holders Change
+34
Holders Change %
+2.52%
% of All Funds
24.25%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
616
Reduced
442
Closed
71
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
226
Ledyard National Bank
$15.9M +$167K +2,987 +1%
Allianz Asset Management
227
Allianz Asset Management
Germany
$15.8M +$570K +10,194 +4%
VV
228
Verity & Verity
South Carolina
$15.6M +$146K +2,615 +1%
WIC
229
Willis Investment Counsel
Georgia
$15.5M +$3.05M +54,497 +26%
Lazard Asset Management
230
Lazard Asset Management
New York
$15.4M +$301K +5,381 +2%
SIA
231
Sit Investment Associates
Minnesota
$15.4M +$12.7M +227,350 +640%
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$15.3M -$2.96M -52,991 -17%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$15.3M -$240K -4,287 -2%
SAI
234
Systematic Alpha Investments
New Jersey
$14.8M -$8.72K -156 -0.1%
HWA
235
Heritage Wealth Advisors
Virginia
$14.7M +$814K +14,571 +6%
SM
236
Soapstone Management
Maryland
$14.7M -$2.79M -50,000 -17%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$14.6M -$11.3K -203 -0.1%
ELI
238
Empire Life Investments
Ontario, Canada
$14.5M -$82.4K -1,474 -0.6%
Creative Planning
239
Creative Planning
Kansas
$14.5M -$387K -6,922 -3%
CCMD
240
Cypress Capital Management (Delaware)
Delaware
$14.4M
URS
241
Utah Retirement Systems
Utah
$14.3M -$721K -12,900 -5%
LBC
242
Lowe Brockenbrough & Co
Virginia
$14.2M +$140K +2,514 +1%
SYBT
243
Stock Yards Bank & Trust
Kentucky
$14.2M +$754K +13,488 +6%
MCM
244
McRae Capital Management
New Jersey
$14.2M +$48K +859 +0.4%
KCM
245
Kanawha Capital Management
Virginia
$14.1M +$87.9K +1,573 +0.7%
FA
246
FDx Advisors
Illinois
$14M +$970K +17,359 +8%
AQR Capital Management
247
AQR Capital Management
Connecticut
$13.8M -$2M -35,868 -13%
BIC
248
Beach Investment Counsel
Pennsylvania
$13.7M -$2.63M -47,134 -17%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$13.6M -$29.2K -523 -0.2%
State of Tennessee, Department of Treasury
250
State of Tennessee, Department of Treasury
Tennessee
$13.3M -$688K -12,310 -5%

TFC Hedge Fund Activity: Q3 2021 in Review

1,385 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2021, worth a combined $57.1B — up 6.5% from $53.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new TFC positions and 71 closed out — a net gain of 55 holders — while 616 added to existing stakes and 442 trimmed.

The largest buyer was Vanguard Group, adding an estimated $449M. The largest seller was Boston Partners, cutting an estimated $114M.

  • 1,385 institutional investors held Truist Financial (TFC) as of Q3 2021, up from 1,351 in Q2 2021.
  • Funds reported $57.1B of Truist Financial stock for Q3 2021, up 6.5% quarter-over-quarter.
  • 126 funds opened new Truist Financial positions in Q3 2021 and 71 closed out, a net change of +55 holders.
  • The largest Truist Financial buyer in Q3 2021 was Vanguard Group, an estimated $449M added.
  • The largest Truist Financial seller in Q3 2021 was Boston Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2021.