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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
PL
926
Parthenon LLC
Kentucky
$534K -$112K -2,000 -18%
FA
927
Fiducient Advisors
Illinois
$532K -$18.7K -335 -4%
FA
928
Faithward Advisors
Pennsylvania
$525K
SMA
929
Sage Mountain Advisors
Georgia
$524K +$118K +2,104 +31%
IF
930
Intrua Financial
Texas
$523K +$173K +3,094 +59%
GAM
931
Gotham Asset Management
New York
$519K +$495K +8,856 New
VIA
932
Vident Investment Advisory
Georgia
$517K +$50.7K +907 +11%
CIC
933
Chase Investment Counsel
Virginia
$516K
LIM
934
Longfellow Investment Management
Massachusetts
$516K
ARMC
935
American Research & Management Company
Massachusetts
$513K
HI
936
Horizon Investments
North Carolina
$509K -$2.24M -40,041 -82%
CAC
937
Certified Advisory Corp
Florida
$509K -$7.21K -129 -1%
CIM
938
CIM Investment Management
Pennsylvania
$508K -$3.24K -58 -0.7%
PBO
939
Peoples Bank (Ohio)
Ohio
$507K -$9.78K -175 -2%
IFWM
940
Institute for Wealth Management
Colorado
$502K -$9.61K -172 -2%
NC
941
NewSquare Capital
Pennsylvania
$502K -$3.07K -55 -0.6%
HFS
942
Horizon Financial Services
North Carolina
$501K +$338K +6,057 +243%
SFG
943
SevenBridge Financial Group
Pennsylvania
$499K -$26.5K -475 -5%
OFG
944
Oxford Financial Group
Indiana
$499K +$671 +12 +0.1%
KC
945
Kingfisher Capital
North Carolina
$497K +$1.62K +29 +0.3%
WWMSC
946
Wagner Wealth Management (South Carolina)
South Carolina
$489K -$5.53K -99 -1%
AssetMark Inc
947
AssetMark Inc
California
$489K +$31.1K +556 +7%
JF
948
Jump Financial
Illinois
$487K +$464K +8,302 New
MGWM
949
Marks Group Wealth Management
Minnesota
$485K -$172K -3,083 -27%
OR
950
Olympiad Research
Connecticut
$485K +$98.5K +1,762 +27%

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.