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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
SS
726
Simplicity Solutions
Minnesota
$1.1M +$550K +9,851 +110%
CL
727
CSS LLC
Illinois
$1.09M
AIP
728
Ameritas Investment Partners
Nebraska
$1.09M -$21.8K -390 -2%
FSA
729
Franklin Street Advisors
North Carolina
$1.09M +$609K +10,907 +142%
HI
730
Harbour Investments
Wisconsin
$1.09M +$11.5K +206 +1%
M
731
Mirova
France
$1.08M +$92.3K +1,652 +10%
MW
732
Marcum Wealth
Ohio
$1.07M +$30.8K +551 +3%
SM
733
Sciencast Management
New Jersey
$1.07M +$1.02M +18,237 New
IMOV
734
Investment Management of Virginia
Virginia
$1.06M +$17.9K +321 +2%
SIA
735
SeaBridge Investment Advisors
New Jersey
$1.06M +$12.3K +221 +1%
SL
736
Salomon & Ludwin
Virginia
$1.06M +$28.9K +517 +3%
PFS
737
Prospera Financial Services
Texas
$1.04M +$249K +4,452 +33%
LS
738
Livforsakringsbolaget Skandia
Sweden
$1.04M -$268K -4,800 -21%
DWA
739
Douglass Winthrop Advisors
New York
$1.04M
BW
740
Bison Wealth
Georgia
$1.04M -$57.4K -1,027 -5%
SFP
741
Shepherd Financial Partners
Massachusetts
$1.04M +$43.2K +773 +5%
PAM
742
Paradigm Asset Management
New York
$1.03M -$50.3K -900 -5%
JCM
743
Jacobi Capital Management
Pennsylvania
$1.03M +$51.4K +919 +6%
TYCC
744
Texas Yale Capital Corp
Florida
$1.02M
OIA
745
OneDigital Investment Advisors
Kansas
$1.02M -$46.7K -836 -5%
WC
746
Whitney & Co
New York
$1.02M -$37K -663 -4%
BIA
747
BHK Investment Advisors
Alabama
$1.01M -$2.68K -48 -0.3%
Lido Advisors
748
Lido Advisors
California
$1.01M +$205K +3,671 +27%
LOPW
749
Live Oak Private Wealth
North Carolina
$1.01M +$459K +8,221 +91%
EF
750
Empirical Finance
Pennsylvania
$998K +$53.5K +957 +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.