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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
IWP
326
Icon Wealth Partners
Texas
$7.43M -$140K -2,514 -2%
CNB
327
Camden National Bank
Maine
$7.4M -$9.84K -176 -0.1%
BIA
328
Biondo Investment Advisors
Pennsylvania
$7.28M +$122K +2,175 +2%
KeyBank National Association
329
KeyBank National Association
Ohio
$7.16M -$226K -4,044 -3%
CTA
330
Colonial Trust Advisors
South Carolina
$7.16M -$158K -2,826 -2%
SSB
331
Sandy Spring Bank
Maryland
$7.08M -$28.7K -514 -0.4%
SCM
332
Shelton Capital Management
Colorado
$6.91M +$1.53M +27,354 +30%
CCM
333
Covington Capital Management
California
$6.89M +$2.5M +44,730 +61%
KIC
334
Keating Investment Counselors
Florida
$6.86M -$7.26K -130 -0.1%
SSWM
335
Smith Salley Wealth Management
North Carolina
$6.85M +$268K +4,793 +4%
WBC
336
Westpac Banking Corp
Australia
$6.83M -$122K -2,190 -2%
FHA
337
First Horizon Advisors
Tennessee
$6.79M +$202K +3,619 +3%
FCA
338
FinTrust Capital Advisors
South Carolina
$6.68M +$226K +4,048 +4%
NEI
339
Northwest & Ethical Investments
Ontario, Canada
$6.65M +$4.59M +82,173 +264%
WCA
340
Westover Capital Advisors
Delaware
$6.65M +$164K +2,933 +3%
AWM
341
AE Wealth Management
Kansas
$6.64M +$942K +16,859 +18%
M
342
MOTCO
Texas
$6.58M +$6.26M +112,090 +167,299%
IG
343
ING Group
Netherlands
$6.57M +$90.1K +1,612 +1%
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$6.55M -$35.8K -641 -0.6%
SAM
345
Securian Asset Management
Minnesota
$6.53M -$114K -2,042 -2%
Robeco Institutional Asset Management
346
Robeco Institutional Asset Management
Netherlands
$6.38M -$8.23M -147,295 -58%
FLPIM
347
F.L. Putnam Investment Management
Massachusetts
$6.38M -$1.83M -32,784 -23%
WTC
348
WhitTier Trust Company
Nevada
$6.36M +$216K +3,874 +4%
XF
349
XML Financial
Maryland
$6.36M +$5.8M +103,727 +2,237%
EB
350
Eastern Bank
Massachusetts
$6.35M +$134K +2,395 +2%

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.