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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
AWA
1051
Arkadios Wealth Advisors
Georgia
$347K -$25.3K -452 -7%
EI
1052
Ellevest Inc
New York
$344K +$92.3K +1,652 +39%
MHC
1053
Meyer Handelman Company
New York
$340K
HFP
1054
Holistic Financial Partners
Indiana
$339K -$8.16K -146 -2%
RTC
1055
Riverview Trust Company
Washington
$339K
EWM
1056
EPG Wealth Management
Georgia
$338K +$32.1K +575 +11%
BAM
1057
Belpointe Asset Management
Nevada
$337K -$111K -1,978 -26%
WI
1058
WrapManager Inc
California
$337K +$322K +5,754 New
TW
1059
TrinityPoint Wealth
Connecticut
$335K +$335 +6 +0.1%
AWAP
1060
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$335K +$17.8K +319 +6%
VA
1061
Valmark Advisers
Ohio
$335K +$20.2K +362 +7%
HI
1062
Hudock Inc
Pennsylvania
$333K -$6.59K -118 -2%
PI
1063
Putnam Investments
Massachusetts
$333K
PFGIA
1064
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$39.4K +705 +14%
HFM
1065
Hartford Financial Management
Connecticut
$330K +$4.69K +84 +2%
EWM
1066
Evercore Wealth Management
New York
$327K -$1.23K -22 -0.4%
PIMG
1067
Patriot Investment Management Group
Tennessee
$327K +$4.08K +73 +1%
TAM
1068
Townsend Asset Management
North Carolina
$325K -$6.04K -108 -2%
OC
1069
Oakworth Capital
Alabama
$321K +$10.1K +181 +3%
FNBT
1070
FineMark National Bank & Trust
Florida
$320K -$69.1K -1,236 -18%
WPC
1071
White Pine Capital
Minnesota
$320K
PCP
1072
Proficio Capital Partners
Massachusetts
$318K -$61.2K -1,096 -17%
PWM
1073
PBMares Wealth Management
Virginia
$318K -$47.5K -850 -14%
BP
1074
BBR Partners
New York
$318K
GBT
1075
Grove Bank & Trust
Florida
$318K +$33.1K +592 +12%

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.