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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
FAM
851
Formidable Asset Management
Ohio
$682K -$22.7K -407 -3%
OWA
852
Outlook Wealth Advisors
Texas
$681K +$8.16K +146 +1%
EWA
853
EP Wealth Advisors
California
$679K -$60K -1,074 -8%
AII
854
AGF Investments Inc
Ontario, Canada
$679K +$28.2K +504 +5%
HFG
855
Heron Financial Group
New York
$678K
BB
856
Busey Bank
Illinois
$674K +$894 +16 +0.1%
OAM
857
Optimal Asset Management
California
$672K +$894 +16 +0.1%
EMG
858
ETF Managers Group
New Jersey
$670K +$57.7K +1,032 +10%
SW
859
SVB Wealth
Massachusetts
$660K +$137K +2,453 +28%
CIC
860
Carnegie Investment Counsel
Ohio
$659K -$31.6K -565 -5%
RIA
861
Realta Investment Advisors
Delaware
$657K +$19.1K +342 +3%
EHWM
862
Eads & Heald Wealth Management
Georgia
$657K +$38.3K +685 +7%
SJL
863
Shayne & Jacobs LLC
Tennessee
$656K
PTC
864
Philadelphia Trust Company
Pennsylvania
$653K -$131K -2,350 -17%
SAM
865
Summit Asset Management
Tennessee
$653K -$53.9K -964 -8%
MWM
866
Marietta Wealth Management
Georgia
$651K
CWP
867
Curated Wealth Partners
California
$650K +$251K +4,483 +68%
OCG
868
Opus Capital Group
Ohio
$648K -$202K -3,607 -25%
HAG
869
HighPoint Advisor Group
Illinois
$645K +$119K +2,132 +24%
BFO
870
Biltmore Family Office
North Carolina
$644K -$16.8K -300 -3%
BP
871
Ballentine Partners
Massachusetts
$644K -$4.86K -87 -0.8%
MSFS
872
Main Street Financial Solutions
Pennsylvania
$642K +$115K +2,055 +23%
FCFC
873
First Commonwealth Financial Corp
Pennsylvania
$638K +$31.5K +564 +5%
AWMT
874
AAFMAA Wealth Management & Trust
North Carolina
$635K
EWM
875
Evermay Wealth Management
Virginia
$633K -$14K -250 -2%

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.