We are live on ! Find out more
TFC icon

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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$419M -$4.78M -85,584 -1%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$410M +$26.4M +471,858 +7%
UBS AM
28
UBS AM
Illinois
$397M +$10.6M +189,554 +3%
UBS Group
29
UBS Group
Switzerland
$385M -$1.99M -35,571 -0.5%
Goldman Sachs
30
Goldman Sachs
New York
$382M +$57.9M +1,035,606 +19%
N
31
Nuveen
North Carolina
$366M -$16.8M -300,707 -5%
Truist Financial
32
Truist Financial
North Carolina
$327M -$2.32M -41,533 -0.7%
PPA
33
Parametric Portfolio Associates
Washington
$292M +$9.05M +161,923 +3%
Morgan Stanley
34
Morgan Stanley
New York
$291M -$545K -9,757 -0.2%
Wells Fargo
35
Wells Fargo
California
$268M -$40.2M -719,103 -14%
RJA
36
Raymond James & Associates
Florida
$241M +$15.9M +283,917 +7%
Ameriprise
37
Ameriprise
Minnesota
$238M +$1.62M +29,029 +0.7%
BAM
38
Burgundy Asset Management
Ontario, Canada
$237M -$7.62M -136,330 -3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$230M -$14.2M -254,521 -6%
Federated Hermes
40
Federated Hermes
Pennsylvania
$224M +$83.9M +1,501,331 +65%
Stifel Financial
41
Stifel Financial
Missouri
$221M +$7.74M +138,498 +4%
Jennison Associates
42
Jennison Associates
New York
$218M +$33.1M +592,762 +19%
First Eagle Investment Management
43
First Eagle Investment Management
New York
$217M -$46.1M -825,875 -18%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$201M +$35.9M +641,718 +23%
CCM
45
Cullen Capital Management
New York
$193M +$2.59M +46,406 +1%
APG Asset Management
46
APG Asset Management
Netherlands
$186M +$21.9K +392 +0%
EVM
47
Eaton Vance Management
Massachusetts
$185M -$20.3M -363,144 -10%
Sanders Capital
48
Sanders Capital
Florida
$182M -$2.32M -41,500 -1%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$181M -$10.4M -186,388 -6%
EAM
50
Eagle Asset Management
Florida
$180M +$3.36M +60,173 +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.