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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
CA
876
CSM Advisors
Pennsylvania
$633K
NRA
877
NSI Retail Advisors
Pennsylvania
$633K
DA
878
Denali Advisors
California
$628K +$598K +10,700 New
GRQ
879
Gardner Russo & Quinn
Pennsylvania
$624K +$2.57K +46 +0.4%
AA
880
Advisory Alpha
Michigan
$621K +$592K +10,596 New
CI
881
Conning Inc
Connecticut
$620K -$152K -2,728 -21%
MC
882
Maverick Capital
Texas
$617K +$43.3K +775 +8%
VCM
883
Virtue Capital Management
Tennessee
$615K -$1.51K -27 -0.3%
WA
884
WealthTrust Axiom
Pennsylvania
$615K +$3.91K +70 +0.7%
CCA
885
Checchi Capital Advisers
California
$613K +$224 +4 +0%
FPWM
886
FSB Premier Wealth Management
Iowa
$611K -$50K -895 -8%
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$611K +$28.5K +510 +5%
AWE
888
Avidian Wealth Enterprises
Texas
$609K +$58.2K +1,041 +11%
AWG
889
Altus Wealth Group
Colorado
$609K +$65.8K +1,178 +13%
CAM
890
Covenant Asset Management
New Jersey
$608K -$6.04K -108 -1%
CIC
891
Crawford Investment Counsel
Georgia
$608K +$15.9K +284 +3%
NP
892
NorthRock Partners
Minnesota
$608K +$82.3K +1,473 +17%
JSC
893
Jackson Square Capital
California
$607K +$32.5K +581 +6%
LIP
894
Liontrust Investment Partners
United Kingdom
$601K +$573K +10,249 New
SPC
895
Sigma Planning Corp
Michigan
$601K +$195K +3,486 +52%
AIM
896
Aigen Investment Management
New York
$600K +$572K +10,238 New
FBT
897
First Bank & Trust
South Dakota
$596K +$132K +2,361 +30%
VWA
898
V Wealth Advisors
Kansas
$595K -$15.3K -273 -3%
BTWM
899
Baker Tilly Wealth Management
Wisconsin
$591K +$563K +10,071 New
SWM
900
Sugarloaf Wealth Management
Georgia
$590K -$4.97K -89 -0.9%

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.