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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
FMLI
1026
Fukoku Mutual Life Insurance
Japan
$381K
DMBA
1027
Deseret Mutual Benefit Administrators
Utah
$377K -$83.1K -1,487 -19%
AWM
1028
Affinity Wealth Management
Delaware
$376K +$350K +6,270 New
AA
1029
AlphaMark Advisors
Kentucky
$375K
OAM
1030
Occidental Asset Management
California
$375K
CIS
1031
Connors Investor Services
Pennsylvania
$371K
HCM
1032
Hollencrest Capital Management
California
$371K +$4.25K +76 +1%
EL
1033
EMFO LLC
Florida
$370K
ECM
1034
Evergreen Capital Management
Washington
$370K +$79.1K +1,415 +29%
QPWM
1035
Quadrant Private Wealth Management
Pennsylvania
$366K
IA
1036
Insight Advisors
Pennsylvania
$364K -$2.29K -41 -0.7%
PCMK
1037
Paragon Capital Management (Kansas)
Kansas
$364K
IA
1038
IFG Advisory
Georgia
$364K +$27.3K +488 +9%
III
1039
Independent Investors Inc
New York
$361K
SB
1040
Strategic Blueprint
Georgia
$359K +$88.9K +1,591 +35%
HWA
1041
HHM Wealth Advisors
Tennessee
$358K
WDC
1042
Woodward Diversified Capital
California
$358K +$26.4K +473 +8%
FH
1043
FWG Holdings
Florida
$357K +$2.52K +45 +0.7%
CSPIA
1044
Cary Street Partners Investment Advisory
Virginia
$356K -$218K -3,898 -39%
CF
1045
Centaurus Financial
California
$356K +$9.05K +162 +3%
CWP
1046
Concord Wealth Partners
Virginia
$355K -$4.17M -74,599 -92%
VC
1047
Veracity Capital
Georgia
$355K +$5.59K +100 +2%
TCM
1048
Tandem Capital Management
New Jersey
$353K +$4.75K +85 +1%
MFP
1049
Meridian Financial Partners
Virginia
$350K
MIA
1050
MainStreet Investment Advisors
Illinois
$350K +$100K +1,796 +43%

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.