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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
B
1001
Barings
North Carolina
$417K -$206K -3,686 -34%
CCWA
1002
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$417K +$1.34K +24 +0.3%
CM
1003
Capula Management
Cayman Islands
$416K -$231K -4,126 -37%
SAMT
1004
Select Asset Management & Trust
Pennsylvania
$416K
CH
1005
Canton Hathaway
Rhode Island
$415K +$396K +7,081 New
ST
1006
Smithfield Trust
Pennsylvania
$414K +$8.94K +160 +2%
DWM
1007
Doyle Wealth Management
Florida
$408K -$19.6K -351 -5%
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$407K +$25.1K +449 +7%
FCB
1009
First Command Bank
Texas
$406K -$7.1K -127 -2%
FCFS
1010
First Command Financial Services
Texas
$406K -$7.1K -127 -2%
BMC
1011
Benin Management Corp
Connecticut
$403K -$57.6K -1,030 -13%
SHA
1012
Seneca House Advisors
Virginia
$403K +$726 +13 +0.2%
ACM
1013
AUA Capital Management
Pennsylvania
$401K
MAFM
1014
Mid Atlantic Financial Management
Pennsylvania
$401K +$29.7K +531 +8%
FLI
1015
Family Legacy Inc
South Carolina
$399K +$112 +2 +0%
GB
1016
Goepper Burkhardt
South Carolina
$398K +$71.8K +1,285 +23%
NL
1017
NWAM LLC
Washington
$396K +$24K +429 +7%
GL
1018
Graypoint LLC
New York
$395K +$1.96K +35 +0.5%
GEA
1019
Glen Eagle Advisors
New Jersey
$394K +$112 +2 +0%
CPO
1020
Cerity Partners OCIO
New York
$393K +$28.9K +518 +8%
FC
1021
Ferris Capital
Massachusetts
$388K +$342K +6,116 New
BCP
1022
Berkeley Capital Partners
Georgia
$387K +$1.9K +34 +0.5%
IMRF
1023
Illinois Municipal Retirement Fund
Illinois
$386K
CIM
1024
Contravisory Investment Management
Massachusetts
$386K +$14K +250 +4%
AWM
1025
Apollon Wealth Management
South Carolina
$385K +$367K +6,568 New

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.