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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
SEC
426
Seven Eight Capital
New York
$4.13M -$1.38M -24,720 -26%
SCM
427
Salem Capital Management
Massachusetts
$4.12M +$198K +3,550 +5%
SWMG
428
Signature Wealth Management Group
Georgia
$4.03M -$49K -877 -1%
CANC
429
Culbertson A N & Co
Virginia
$4.02M -$23.1K -413 -0.6%
VCA
430
Verdence Capital Advisors
Maryland
$3.97M +$247K +4,426 +7%
X
431
Xponance
Pennsylvania
$3.95M -$390K -6,974 -9%
VWM
432
Valley Wealth Managers
New Jersey
$3.93M +$22.4K +400 +0.6%
BAM
433
Blueshift Asset Management
New Jersey
$3.89M +$3.71M +66,309 New
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$3.88M +$2.99M +53,544 +423%
RWA
435
River Wealth Advisors
Pennsylvania
$3.88M -$42.5K -760 -1%
TNBTD
436
Trustmark National Bank Trust Department
Mississippi
$3.88M -$195K -3,492 -5%
BMSSC
437
B. Metzler seel. Sohn & Co
Germany
$3.87M +$24.4K +436 +0.7%
CBB
438
Citizens Business Bank
California
$3.86M -$35.7K -638 -1%
AIM
439
Anchor Investment Management
South Carolina
$3.81M +$57.7K +1,033 +2%
GLLW
440
Graves Light Lenhart Wealth
Virginia
$3.8M +$19.7K +353 +0.5%
WG
441
Welch Group
Alabama
$3.79M +$458K +8,191 +14%
GIM
442
Goelzer Investment Management
Indiana
$3.76M -$5.08K -91 -0.1%
CT
443
Coastline Trust
Rhode Island
$3.75M -$49.5K -885 -1%
MIM
444
Marco Investment Management
Georgia
$3.73M -$42.5K -760 -1%
BIAS
445
Beacon Investment Advisory Services
New Jersey
$3.73M +$163K +2,918 +5%
PWS
446
Peloton Wealth Strategists
Indiana
$3.71M +$260K +4,650 +8%
BMA
447
Brooks Moore & Associates
Tennessee
$3.71M -$50.3K -900 -1%
BBNA
448
Bremer Bank National Association
Minnesota
$3.7M +$37.9K +678 +1%
BIMC
449
Benson Investment Management Company
Virginia
$3.68M +$9.78K +175 +0.3%
HCM
450
Huber Capital Management
California
$3.66M -$978K -17,500 -22%

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.