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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
DIA
251
Dana Investment Advisors
Wisconsin
$13.3M +$510K +9,129 +4%
GG
252
Gofen & Glossberg
Illinois
$13.3M -$99.7K -1,784 -0.8%
ACM
253
Advisors Capital Management
New Jersey
$13.2M +$523K +9,361 +4%
BAMF
254
BI Asset Management Fondsmaeglerselskab
Denmark
$13.2M +$2.78M +49,821 +29%
SLAM
255
Swiss Life Asset Management
$13.1M -$2.73M -48,826 -18%
CTA
256
Chesley Taft & Associates
Illinois
$13M +$214K +3,825 +2%
ABC
257
Associated Banc-Corp
Wisconsin
$13M +$241K +4,321 +2%
BPWM
258
Badgley Phelps Wealth Managers
Washington
$13M +$12.4M +221,846 New
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$13M +$1.11M +19,793 +10%
GI
260
Gradient Investments
Minnesota
$12.8M +$387K +6,919 +3%
IMPI
261
Ilmarinen Mutual Pension Insurance
Finland
$12.8M
Zurich Cantonal Bank
262
Zurich Cantonal Bank
Switzerland
$12.5M -$575K -10,285 -5%
Voloridge Investment Management
263
Voloridge Investment Management
Florida
$12.3M +$11.1M +198,168 +1,688%
TPSF
264
Texas Permanent School Fund
Texas
$12.1M -$962K -17,209 -8%
SOADOR
265
State of Alaska Department of Revenue
Alaska
$12M -$222K -3,975 -2%
CFA
266
Carroll Financial Associates
North Carolina
$12M +$204K +3,653 +2%
MSL
267
Mackay Shields LLC
New York
$12M -$430K -7,702 -4%
PP
268
Patten & Patten
Tennessee
$12M +$478K +8,552 +4%
CFIA
269
Cantor Fitzgerald Investment Advisors
New York
$11.8M +$53.3K +953 +0.5%
M&T Bank
270
M&T Bank
New York
$11.7M +$98.5K +1,763 +0.9%
BBVA
271
Banco Bilbao Vizcaya Argentaria
Spain
$11.7M +$743K +13,296 +7%
DDPIC
272
Deroy & Devereaux Private Investment Counsel
Michigan
$11.5M -$107K -1,921 -1%
VRS
273
Virginia Retirement Systems
Virginia
$11.4M +$2.93M +52,400 +37%
GGS
274
Galvin Gaustad & Stein
Arizona
$11.3M -$439K -7,851 -4%
DnB Asset Management
275
DnB Asset Management
Norway
$11.3M -$3.8M -67,950 -26%

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.