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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
RC
601
RegentAtlantic Capital
New Jersey
$1.86M +$53.6K +959 +3%
CFB
602
Cullen/Frost Bankers
Texas
$1.85M -$76.2K -1,363 -4%
BCP
603
Blue Chip Partners
Michigan
$1.84M -$9.51M -170,275 -84%
WAM
604
World Asset Management
Michigan
$1.84M -$150K -2,679 -8%
WCM
605
Whitener Capital Management
North Carolina
$1.83M -$286K -5,123 -12%
SWM
606
SeaCrest Wealth Management
New York
$1.82M -$26.6K -476 -2%
WP
607
WealthShield Partners
North Carolina
$1.81M -$29K -519 -2%
FFA
608
Founders Financial Alliance
North Carolina
$1.8M -$2.96K -53 -0.2%
PFO
609
Pathstone Family Office
New Jersey
$1.8M +$360K +6,450 +27%
KPWS
610
Kestra Private Wealth Services
Texas
$1.8M +$340K +6,092 +25%
CB
611
CNB Bank
Pennsylvania
$1.79M +$215K +3,856 +14%
CAG
612
Csenge Advisory Group
Florida
$1.78M -$101K -1,805 -6%
RW
613
Rede Wealth
Virginia
$1.78M +$224 +4 +0%
TCA
614
Transcend Capital Advisors
New Jersey
$1.77M +$1.54M +27,503 New
DIA
615
Dean Investment Associates
Ohio
$1.76M -$98.5K -1,762 -6%
DAC
616
Dividend Assets Capital
South Carolina
$1.76M -$19.6K -350 -1%
SFI
617
Siemens Fonds Invest
Germany
$1.75M +$111K +1,993 +7%
GCC
618
Game Creek Capital
Massachusetts
$1.75M +$69.8K +1,250 +4%
UAS
619
United Asset Strategies
New York
$1.73M +$84K +1,504 +5%
Loomis, Sayles & Company
620
Loomis, Sayles & Company
Massachusetts
$1.72M -$87.5K -1,566 -5%
VPIM
621
Vanguard Personalized Indexing Management
California
$1.71M +$1.02M +18,310 +170%
BFS
622
Bard Financial Services
Connecticut
$1.7M -$46.1K -825 -3%
PIFP
623
Partners in Financial Planning
Virginia
$1.69M +$2.18K +39 +0.1%
WP
624
WealthPLAN Partners
Nebraska
$1.68M +$6.31K +113 +0.4%
Nomura Holdings
625
Nomura Holdings
Japan
$1.68M +$594K +10,628 +62%

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.