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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
AWM
676
Aprio Wealth Management
Georgia
$1.34M -$1.12K -20 -0.1%
LNC
677
Lincoln National Corp
Pennsylvania
$1.32M +$98.1K +1,755 +8%
AWM
678
Atticus Wealth Management
Florida
$1.32M
CCT
679
Capital City Trust
Florida
$1.31M -$14.2K -255 -1%
CCM
680
Copeland Capital Management
Pennsylvania
$1.31M -$6.37K -114 -0.5%
AWM
681
Altavista Wealth Management
North Carolina
$1.31M +$648K +11,600 +108%
WIC
682
Woodmont Investment Counsel
Tennessee
$1.3M -$2.85K -51 -0.2%
SC
683
Searle & Co
Connecticut
$1.3M
GIA
684
Gladstone Institutional Advisory
Florida
$1.29M +$643K +11,513 +110%
BS
685
Boenning & Scattergood
Pennsylvania
$1.28M -$4.42K -79 -0.4%
GCA
686
Greenwood Capital Associates
South Carolina
$1.27M +$215K +3,842 +21%
UTC
687
Unified Trust Company
Kentucky
$1.27M
MOS
688
MGO One Seven
Ohio
$1.27M +$91.8K +1,642 +9%
CCM
689
Compton Capital Management
Rhode Island
$1.27M +$170K +3,050 +16%
SB
690
Simmons Bank
Arkansas
$1.26M -$5.59K -100 -0.5%
CA
691
Cetera Advisors
Colorado
$1.26M +$195K +3,493 +19%
P
692
Pitcairn
Pennsylvania
$1.25M -$27.4K -491 -2%
BI
693
Ballast Inc
Kentucky
$1.25M +$65.6K +1,174 +6%
ABTD
694
Arvest Bank Trust Division
Oklahoma
$1.25M +$236K +4,217 +25%
AAS
695
Avantax Advisory Services
Texas
$1.24M -$302K -5,406 -20%
FHB
696
First Hawaiian Bank
Hawaii
$1.24M -$62.3K -1,115 -5%
OFG
697
OmniStar Financial Group
North Carolina
$1.23M +$1.17M +21,020 New
MA
698
Mutual Advisors
Nebraska
$1.23M +$161K +2,889 +16%
SAM
699
Sabadell Asset Management
Spain
$1.22M
SWM
700
Selective Wealth Management
Virginia
$1.22M -$6.82K -122 -0.6%

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.