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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
TMAM
826
Tokio Marine Asset Management
Japan
$731K +$98.3K +1,759 +16%
Vontobel Holding
827
Vontobel Holding
Switzerland
$727K -$312K -5,585 -31%
RCM
828
Radnor Capital Management
Pennsylvania
$725K +$110K +1,974 +19%
MCM
829
MAI Capital Management
Ohio
$723K +$61K +1,091 +10%
ECG
830
Edge Capital Group
Georgia
$720K +$110K +1,970 +19%
GC
831
Gratus Capital
Georgia
$719K -$52.1K -933 -7%
SIM
832
Sentry Investment Management
Wisconsin
$719K -$26.7K -478 -4%
SP
833
Successful Portfolios
Florida
$718K +$289K +5,164 +73%
EAM
834
Erste Asset Management
Austria
$717K +$37.4K +669 +6%
CNC
835
Canandaigua National Corp
New York
$713K -$12.9K -230 -2%
BHBT
836
Burke & Herbert Bank & Trust
Virginia
$711K -$10.8K -194 -2%
HSA
837
HBK Sorce Advisory
Pennsylvania
$711K +$269K +4,806 +66%
LWP
838
Lumature Wealth Partners
Georgia
$705K
IWC
839
Integrated Wealth Concepts
Massachusetts
$702K +$62.3K +1,115 +10%
ADL
840
Asset Dedication LLC
California
$701K +$17.9K +321 +3%
SC
841
Savant Capital
Illinois
$701K +$22.1K +396 +3%
CPSAC
842
Chas P. Smith & Associates (CPS)
Florida
$695K +$279 +5 +0%
SBL
843
Sargent Bickham Lagudis
Colorado
$695K +$136K +2,442 +26%
XT
844
XTX Topco
Cayman Islands
$695K +$662K +11,849 New
CG
845
Caprock Group
Idaho
$694K +$149K +2,660 +29%
AL
846
Aspiriant LLC
California
$688K +$20.2K +362 +3%
TAIM
847
TD Ameritrade Investment Management
Nebraska
$688K +$86.8K +1,553 +9%
BWM
848
BT Wealth Management
Georgia
$685K +$224K +4,000 +52%
SWM
849
Sculati Wealth Management
Michigan
$684K
SBH
850
Segall Bryant & Hamill
Illinois
$683K +$179K +3,200 +38%

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.