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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
V
526
Veritable
Delaware
$2.55M -$139K -2,494 -5%
HIC
527
Holderness Investments Company
North Carolina
$2.53M +$5.25K +94 +0.2%
SFA
528
Semmax Financial Advisors
North Carolina
$2.53M -$186K -3,328 -7%
HL
529
HeadInvest LLC
Maine
$2.52M +$800K +14,319 +50%
RCA
530
Resonant Capital Advisors
Wisconsin
$2.51M +$255K +4,567 +12%
ACP
531
Arcus Capital Partners
Georgia
$2.48M
AI
532
AXS Investments
New York
$2.48M +$2.37M +42,371 New
BCM
533
Buckhead Capital Management
Georgia
$2.47M
APF
534
Alaska Permanent Fund
Alaska
$2.46M
GT
535
Glenmede Trust
Pennsylvania
$2.46M -$96.6K -1,729 -4%
HT
536
Heritage Trust
Oklahoma
$2.45M +$26.3K +471 +1%
BWL
537
Bogart Wealth LLC
Virginia
$2.43M +$453K +8,102 +24%
PFS
538
Physicians Financial Services
North Carolina
$2.41M -$11.2K -200 -0.5%
CI
539
Cigna Investments
Connecticut
$2.41M -$56K -1,003 -2%
MCM
540
Monument Capital Management
Virginia
$2.39M -$48.7K -871 -2%
KCM
541
Kempner Capital Management
Texas
$2.36M
ACA
542
Anchor Capital Advisors
Massachusetts
$2.36M +$78.2K +1,400 +4%
ECM
543
Everence Capital Management
Indiana
$2.36M +$1.12K +20 +0%
RPC
544
Rossmore Private Capital
Connecticut
$2.34M +$8.38K +150 +0.4%
JIP
545
Jaffetilchin Investment Partners
Florida
$2.34M -$1.9M -34,030 -46%
SM
546
Salzhauer Michael
$2.33M -$19.7K -353 -0.9%
WG
547
Watchman Group
Texas
$2.32M -$21.1K -378 -0.9%
PCM
548
Parsons Capital Management
Rhode Island
$2.32M +$27.4K +491 +1%
OF
549
Outfitter Financial
Maine
$2.3M +$25.4K +455 +1%
IBOK
550
Independence Bank of Kentucky
Kentucky
$2.29M +$77.1K +1,379 +4%

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.