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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
OIM
351
Opus Investment Management
Massachusetts
$6.34M
PLFAM
352
Pineno Levin & Ford Asset Management
Virginia
$6.33M +$172K +3,070 +3%
Kovitz Investment Group Partners
353
Kovitz Investment Group Partners
Illinois
$6.32M -$51.7K -925 -0.9%
AI
354
Atria Investments
North Carolina
$6.26M +$651K +11,654 +12%
CAN
355
Cetera Advisor Networks
California
$6.26M -$194K -3,476 -3%
Tudor Investment Corp
356
Tudor Investment Corp
Connecticut
$6.22M -$3.99M -71,364 -40%
KWM
357
Kingsview Wealth Management
Oregon
$6.18M -$39.8K -712 -0.7%
PI
358
Parkside Investments
Illinois
$6.17M +$53.3K +953 +0.9%
BSW
359
Buckingham Strategic Wealth
Missouri
$6.15M -$4.81K -86 -0.1%
MSRPS
360
Maryland State Retirement & Pension System
Maryland
$6.13M
TRSOTSOK
361
Teachers Retirement System of the State of Kentucky
Kentucky
$6.06M
ISL
362
Ingalls & Snyder LLC
New York
$6.03M -$133K -2,376 -2%
FCBT
363
First Citizens Bank & Trust
North Carolina
$5.93M +$93.2K +1,668 +2%
HNB
364
Huntington National Bank
Ohio
$5.84M -$133K -2,372 -2%
DILIC
365
Dai-ichi Life Insurance Company
Japan
$5.81M -$183K -3,274 -3%
DT
366
Diversified Trust
Tennessee
$5.8M +$31.8K +569 +0.6%
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$5.79M +$410K +7,337 +8%
IWA
368
IBEX Wealth Advisors
New Jersey
$5.76M +$211K +3,770 +4%
EMPI
369
Elo Mutual Pension Insurance
Finland
$5.55M
MNBTD
370
Moody National Bank Trust Division
Texas
$5.52M +$42.1K +753 +0.8%
ONB
371
Old National Bancorp
Indiana
$5.51M -$535K -9,578 -9%
FVWA
372
Foster Victor Wealth Advisors
South Carolina
$5.49M +$885K +15,846 +20%
AIS
373
AM Investment Strategies
Tennessee
$5.47M -$385K -6,888 -7%
CCMINC
374
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.46M +$24K +430 +0.5%
AC
375
Alexandria Capital
Virginia
$5.44M +$195K +3,495 +4%

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.