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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
OPTFSNA
451
Old Point Trust & Financial Services N A
Virginia
$3.66M +$86.6K +1,550 +3%
AIMCA
452
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.65M -$972K -17,400 -22%
CWG
453
Cornerstone Wealth Group
North Carolina
$3.62M +$109K +1,947 +3%
BCA
454
Bray Capital Advisors
Florida
$3.61M +$19.8K +355 +0.6%
SICM
455
Sustainable Insight Capital Management
New York
$3.59M +$3.42M +61,153 New
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$3.56M -$24.9K -446 -0.7%
VAS
457
Vestmark Advisory Solutions
Massachusetts
$3.55M +$438K +7,834 +15%
SFA
458
Souders Financial Advisors
Ohio
$3.54M +$75.9K +1,358 +2%
BU
459
BBVA USA
Alabama
$3.52M +$171K +3,067 +5%
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$3.49M +$140K +2,500 +4%
EI
461
Ethic Inc
New York
$3.48M +$635K +11,363 +24%
CICI
462
Capital Investment Counsel Inc
North Carolina
$3.46M +$48.9K +875 +2%
HA
463
Hamel Associates
New Jersey
$3.44M +$504K +9,025 +18%
NA
464
NewEdge Advisors
Louisiana
$3.38M +$138K +2,475 +4%
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.38M -$3.74K -67 -0.1%
TSWM
466
Triangle Securities Wealth Management
North Carolina
$3.38M +$317K +5,667 +11%
SAM
467
Shell Asset Management
Netherlands
$3.36M +$76.7K +1,372 +2%
ONST
468
Old North State Trust
North Carolina
$3.35M -$44.7K -800 -1%
WGA
469
Weather Gauge Advisory
Virginia
$3.34M -$101K -1,802 -3%
WI
470
WBI Investments
New Jersey
$3.3M +$3.26M +58,319 New
MAM
471
Meeder Asset Management
Ohio
$3.29M -$576K -10,310 -16%
ACM
472
Azimuth Capital Management
Michigan
$3.29M +$84K +1,503 +3%
VNA
473
Valley National Advisers
Pennsylvania
$3.29M +$292K +5,229 +10%
HW
474
Hedeker Wealth
Illinois
$3.29M +$1.17M +20,885 +59%
RWM
475
RKL Wealth Management
Pennsylvania
$3.25M +$14.1K +253 +0.5%

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.