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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
FBT
701
First Bankers Trust
Kentucky
$1.21M +$142K +2,540 +14%
TI
702
Tidal Investments
Wisconsin
$1.2M +$172K +3,085 +18%
AIM
703
Achmea Investment Management
Netherlands
$1.2M +$130K +2,330 +13%
BTW
704
Boston Trust Walden
Massachusetts
$1.2M +$5.31K +95 +0.5%
BWM
705
BCS Wealth Management
Tennessee
$1.2M -$87.7K -1,569 -7%
S
706
Seeyond
France
$1.2M +$560K +10,014 +96%
BPA
707
Beacon Pointe Advisors
California
$1.19M -$252K -4,502 -18%
CA
708
Clearstead Advisors
Ohio
$1.19M +$17.3K +310 +2%
PAS
709
Park Avenue Securities
New York
$1.18M +$222K +3,976 +25%
THWM
710
Taylor Hoffman Wealth Management
Virginia
$1.18M -$23.9K -428 -2%
AA
711
Argent Advisors
Louisiana
$1.17M +$151K +2,708 +16%
PDN
712
Pensionfund DSM Netherlands
Netherlands
$1.17M +$1.12M +20,000 New
William Blair Investment Management
713
William Blair Investment Management
Illinois
$1.16M +$291K +5,209 +36%
VI
714
Vestcor Inc
New Brunswick, Canada
$1.16M -$155K -2,782 -12%
SSWM
715
Sheets Smith Wealth Management
North Carolina
$1.15M +$20.6K +369 +2%
AWM
716
Aevitas Wealth Management
Massachusetts
$1.15M +$839K +15,022 +328%
BO
717
Bank OZK
Arkansas
$1.15M
LFA
718
Legacy Financial Advisors
Kentucky
$1.15M +$22.3K +399 +2%
WPW
719
Waldron Private Wealth
Pennsylvania
$1.14M +$147K +2,630 +16%
BCM
720
Brookstone Capital Management
Illinois
$1.12M +$35K +627 +3%
ACWM
721
Adams Chetwood Wealth Management
North Carolina
$1.12M +$185K +3,305 +21%
FG
722
Fiduciary Group
Georgia
$1.11M -$39.8K -713 -4%
DAS
723
Dynamic Advisor Solutions
Arizona
$1.11M +$244K +4,374 +30%
CG
724
Colony Group
Massachusetts
$1.11M -$11.1K -199 -1%
WPA
725
West Paces Advisors
Georgia
$1.11M -$40.8K -730 -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.