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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
BFA
376
Bragg Financial Advisors
North Carolina
$5.35M +$193K +3,457 +4%
CS
377
Candriam SCA
Luxembourg
$5.35M -$114K -2,045 -2%
PI
378
PineBridge Investments
New York
$5.35M -$274K -4,907 -5%
CCP
379
Corient Capital Partners
California
$5.26M +$525K +9,397 +12%
ZCM
380
Ziegler Capital Management
Illinois
$5.21M -$8.19M -146,529 -63%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$5.21M +$292K +5,223 +6%
TC
382
TownSquare Capital
Utah
$5.2M +$4.96M +88,678 New
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$5.16M -$101K -1,800 -2%
CIP
384
Capital Insight Partners
Arizona
$5.14M +$90.2K +1,614 +2%
PAG
385
Private Advisor Group
New Jersey
$5.13M +$2.16M +38,567 +79%
ET
386
Equitable Trust
Tennessee
$5.13M -$13.7K -246 -0.3%
CIS
387
Capital International Sarl
California
$5.12M +$362K +6,473 +8%
CGH
388
Crossmark Global Holdings
Texas
$5.06M +$2.52K +45 +0.1%
BCCM
389
Bridge Creek Capital Management
Massachusetts
$5.04M +$61.6K +1,102 +1%
ANI
390
American National Insurance
Texas
$5.02M -$4.47K -80 -0.1%
PFM
391
Parsec Financial Management
North Carolina
$5.01M -$27.1K -485 -0.6%
YIA
392
YHB Investment Advisors
Connecticut
$5M +$83.7K +1,498 +2%
RBA
393
Richard Bernstein Advisors
New York
$4.96M +$190K +3,402 +4%
SMDAM
394
Sumitomo Mitsui DS Asset Management
Japan
$4.92M -$38.2K -684 -0.8%
CCFCSB
395
Cape Cod Five Cents Savings Bank
Massachusetts
$4.92M +$107K +1,915 +2%
CRM
396
Cramer Rosenthal McGlynn
Connecticut
$4.91M +$4.68M +83,725 New
Cerity Partners
397
Cerity Partners
New York
$4.88M +$95.5K +1,709 +2%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$4.87M -$39.1K -700 -0.8%
PWW
399
Pettyjohn Wood & White
Virginia
$4.85M +$49.7K +890 +1%
Marshall Wace
400
Marshall Wace
United Kingdom
$4.83M -$8.33M -148,983 -64%

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.