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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
MAM
476
Marotta Asset Management
Virginia
$3.24M
SNT
477
Security National Trust
West Virginia
$3.23M
FT
478
Fiduciary Trust
Massachusetts
$3.2M +$88.6K +1,586 +3%
TCOV
479
Trust Company of Vermont
Vermont
$3.19M +$12K +215 +0.4%
NSIM
480
North Star Investment Management
Illinois
$3.19M +$24.1K +432 +0.8%
NHC
481
Nicholas Hoffman & Company
Georgia
$3.16M -$4.81K -86 -0.2%
ACA
482
Aptus Capital Advisors
Alabama
$3.15M +$12.6K +225 +0.4%
WF
483
Welch & Forbes
Massachusetts
$3.14M
FAB
484
First American Bank
Illinois
$3.09M -$9.55K -171 -0.3%
DSA
485
Davis Selected Advisers
Arizona
$3.07M +$38.2K +684 +1%
JSL
486
JT Stratford LLC
Georgia
$3.06M +$7.93K +142 +0.3%
AUB
487
Atlantic Union Bankshares
Virginia
$3.05M -$23.2K -416 -0.8%
CA
488
Continental Advisors
Utah
$3.03M -$335K -6,000 -10%
MCM
489
McMillion Capital Management
North Carolina
$3M -$237K -4,233 -8%
SC
490
SouthState Corp
Florida
$3M +$10.3K +185 +0.4%
VFM
491
Viking Fund Management
North Dakota
$2.99M
SLG
492
Stanley-Laman Group
Pennsylvania
$2.97M +$225K +4,018 +9%
SFM
493
Signet Financial Management
New Jersey
$2.96M +$2.35K +42 +0.1%
CFN
494
Cordasco Financial Network
Florida
$2.93M
DA
495
Duality Advisers
Florida
$2.92M +$2.78M +49,801 New
IWA
496
IVC Wealth Advisors
Pennsylvania
$2.92M
CIC
497
Cornercap Investment Counsel
Georgia
$2.91M -$418K -7,473 -13%
PG
498
Patten Group
Tennessee
$2.9M +$3.46K +62 +0.1%
ZIC
499
ZWJ Investment Counsel
Georgia
$2.89M +$169K +3,027 +7%
ANTB
500
AMG National Trust Bank
Colorado
$2.89M -$58.3K -1,044 -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.