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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
GF
751
Gabelli Funds
New York
$997K
OPS
752
Orion Portfolio Solutions
Nebraska
$994K +$266K +4,769 +39%
MWM
753
Modera Wealth Management
New Jersey
$992K +$70.6K +1,264 +8%
PI
754
Pettee Investors
Connecticut
$985K +$201K +3,600 +27%
Assenagon Asset Management
755
Assenagon Asset Management
Luxembourg
$981K +$718K +12,845 +331%
NCM
756
Novare Capital Management
North Carolina
$979K +$33.5K +600 +4%
CC
757
Centiva Capital
New York
$974K -$2.11M -37,822 -69%
IDBONY
758
Israel Discount Bank of New York
New York
$971K +$925K +16,556 New
TFS
759
TrustCore Financial Services
Tennessee
$957K +$17.2K +308 +2%
LCM
760
Leisure Capital Management
California
$948K +$35.3K +632 +4%
BJL
761
Brighton Jones LLC
Washington
$945K -$14.1K -252 -2%
WA
762
WestEnd Advisors
North Carolina
$938K
CCM
763
Canal Capital Management
Virginia
$924K +$4.36K +78 +0.5%
NB
764
Nicolet Bankshares
Wisconsin
$920K +$303K +5,416 +53%
WS
765
Wedbush Securities
California
$907K +$94.6K +1,693 +12%
MSA
766
Marino Stram & Associates
Massachusetts
$907K +$579K +10,364 +203%
NL
767
NVWM LLC
Pennsylvania
$906K +$13.4K +240 +2%
FCA
768
FLC Capital Advisors
California
$903K
MMHP
769
Murphy Middleton Hinkle & Parker
Georgia
$891K -$14.9K -267 -2%
RMC
770
Resources Management Corp
Connecticut
$891K
PA
771
Parallel Advisors
California
$889K +$66.4K +1,189 +9%
GCM
772
Galibier Capital Management
Ontario, Canada
$888K
OA
773
Oak Associates
Ohio
$887K
CM
774
Cornerstone Management
Georgia
$877K
PTC
775
Private Trust Company
Ohio
$875K +$27.4K +490 +3%

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.