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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
AFA
1076
Arlington Financial Advisors
California
$317K -$24.8K -444 -8%
TCM
1077
Teza Capital Management
Illinois
$316K -$2.4M -43,016 -89%
PMG
1078
ProVise Management Group
Florida
$316K +$11.1K +198 +4%
ACP
1079
Aviance Capital Partners
Florida
$313K -$7.99K -143 -3%
MKA
1080
M. Kulyk & Associates
Georgia
$313K -$1.06K -19 -0.4%
HA
1081
HC Advisors
Georgia
$309K +$16.9K +303 +6%
RB
1082
Renasant Bank
Mississippi
$307K +$69.1K +1,236 +31%
CBTWT
1083
Community Bank & Trust (Waco, Texas)
Texas
$306K +$32.5K +581 +13%
BCA
1084
Berman Capital Advisors
Georgia
$306K +$113K +2,030 +63%
PA
1085
Probity Advisors
Texas
$304K +$289K +5,180 New
JLBC
1086
J.L. Bainbridge & Co
Florida
$303K +$13.7K +245 +5%
AIC
1087
Ameritas Investment Company
Nebraska
$301K +$56.7K +1,014 +25%
YWP
1088
YorkBridge Wealth Partners
New York
$299K
SWA
1089
Sutton Wealth Advisors
Florida
$298K +$447 +8 +0.2%
TFA
1090
Toth Financial Advisory
Virginia
$297K -$35.3K -631 -11%
LFF
1091
Level Four Financial
Texas
$297K +$283K +5,070 New
FHA
1092
Flagship Harbor Advisors
Massachusetts
$296K
SA
1093
Stewardship Advisors
Pennsylvania
$294K
FWM
1094
ForthRight Wealth Management
Georgia
$292K +$278K +4,979 New
WAS
1095
Wealth Advisory Solutions
Indiana
$291K +$278K +4,967 New
CSS
1096
Cubist Systematic Strategies
Connecticut
$290K -$11.9M -213,089 -98%
AW
1097
Alaethes Wealth
Nevada
$290K
WJWM
1098
Williams Jones Wealth Management
New York
$288K +$17.3K +309 +7%
EGM
1099
Engineers Gate Manager
New York
$287K -$7.9M -141,368 -97%
BCM
1100
Breiter Capital Management
Florida
$284K +$271K +4,850 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.