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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
MYIA
901
Mount Yale Investment Advisors
Colorado
$587K -$147K -2,635 -21%
AAI
902
American Assets Inc
California
$587K
ESB
903
Essex Savings Bank
Connecticut
$585K +$2.23K +40 +0.4%
NB
904
NBT Bank
New York
$584K +$16.1K +288 +3%
BWA
905
BDO Wealth Advisors
Florida
$578K +$21K +375 +4%
Koshinski Asset Management
906
Koshinski Asset Management
Illinois
$578K +$53.8K +963 +11%
DCM
907
Dupont Capital Management
Delaware
$570K -$663K -11,862 -55%
CWC
908
Carolinas Wealth Consulting
North Carolina
$569K -$212K -3,787 -28%
MFW
909
Meristem Family Wealth
Minnesota
$565K +$127K +2,269 +26%
1WA
910
180 Wealth Advisors
Washington
$563K +$5.36K +96 +1%
1SB
911
1ST Source Bank
Indiana
$562K -$40.5K -725 -7%
QCM
912
Quest Capital Management
Texas
$562K +$24.7K +442 +5%
CFO
913
Collective Family Office
Pennsylvania
$560K -$34.1K -610 -6%
DE
914
Day & Ennis
Georgia
$558K
NFG
915
Next Financial Group
Texas
$557K +$343K +6,132 +183%
MPIA
916
Mountain Pacific Investment Advisers
Idaho
$554K -$10K -179 -2%
SP
917
Symmetry Partners
Connecticut
$550K -$102K -1,826 -17%
PCA
918
Personal Capital Advisors
California
$550K +$1.73K +31 +0.3%
CAM
919
Cozad Asset Management
Illinois
$549K
ANRIA
920
American National Registered Investment Advisor
Texas
$548K -$2.46K -44 -0.5%
SFA
921
Sequoia Financial Advisors
Ohio
$546K -$2.8M -50,138 -84%
VFP
922
Verus Financial Partners
Virginia
$545K +$17.7K +317 +4%
GIA
923
Gateway Investment Advisers
Ohio
$544K -$16.4K -293 -3%
AFS
924
Annapolis Financial Services
Maryland
$544K +$171K +3,064 +49%
AFM
925
Andesa Financial Management
Pennsylvania
$541K +$3.13K +56 +0.6%

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.