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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
HW
801
Hancock Whitney
Mississippi
$796K -$125K -2,228 -14%
EH
802
Equitable Holdings
New York
$793K -$3.35K -60 -0.4%
CCG
803
Cypress Capital Group
Florida
$789K -$63.1K -1,130 -8%
DY
804
Dowling & Yahnke
California
$788K -$44K -787 -6%
SFG
805
Summit Financial Group
West Virginia
$787K +$495K +8,865 +195%
BAS
806
Brown Advisory Securities
Maryland
$775K +$4.92K +88 +0.7%
SACTSONJ
807
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$770K
AWM
808
Altium Wealth Management
New York
$768K +$141K +2,525 +24%
CFGS
809
Concourse Financial Group Securities
Alabama
$767K +$92.7K +1,659 +15%
CPA
810
Court Place Advisors
Maryland
$764K
TAM
811
Trust Asset Management
Texas
$764K +$48.7K +872 +7%
EIA
812
Eastover Investment Advisors
North Carolina
$763K -$8.38K -150 -1%
WC
813
Westhampton Capital
North Carolina
$762K -$55.9K -1,000 -7%
CIC
814
Chilton Investment Company
Connecticut
$760K
LOAMS
815
Lombard Odier Asset Management (Switzerland)
Switzerland
$757K
LWMM
816
Legacy Wealth Management (Mississippi)
Mississippi
$757K
WCAMG
817
Woodard & Company Asset Management Group
North Carolina
$750K +$43.9K +786 +7%
PCM
818
Penserra Capital Management
California
$746K +$20.8K +372 +3%
IWM
819
IHT Wealth Management
Illinois
$745K -$236K -4,229 -25%
WA
820
WBH Advisory
Maryland
$745K +$240K +4,291 +51%
VFA
821
Valeo Financial Advisors
Indiana
$741K +$137K +2,448 +24%
BL
822
Balentine LLC
Georgia
$741K +$234K +4,188 +50%
HH
823
Hilltop Holdings
Texas
$737K +$99.7K +1,785 +17%
ACM
824
AlphaCrest Capital Management
New York
$732K -$3.85M -68,945 -85%
VLC
825
Van Leeuwen & Company
New Jersey
$732K +$698K +12,487 New

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.