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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
FBB
1101
Fulton Breakefield Broenniman
Maryland
$282K -$31.7K -568 -11%
ECML
1102
Eagle Capital Management (Louisiana)
Louisiana
$281K
RWM
1103
Ritholtz Wealth Management
New York
$281K +$40K +715 +18%
TAM
1104
Tocqueville Asset Management
New York
$279K -$1.01K -18 -0.4%
EM
1105
Excalibur Management
Massachusetts
$279K
MF
1106
Manchester Financial
California
$278K
T
1107
TOBAM
France
$278K +$40.3K +721 +18%
LC
1108
Lindbrook Capital
California
$276K +$4.92K +88 +2%
HC
1109
Hamilton Capital
Ohio
$276K +$263K +4,706 New
BFPW
1110
BOK Financial Private Wealth
Colorado
$275K +$20.7K +371 +9%
WA
1111
Waverly Advisors
Alabama
$275K +$35.6K +637 +17%
CCM
1112
Coldstream Capital Management
Washington
$274K -$34.8K -622 -8%
HFBOT
1113
Home Federal Bank of Tennessee
Tennessee
$273K
IWA
1114
Intercontinental Wealth Advisors
Texas
$272K +$13.8K +247 +6%
HC
1115
Henshaw Capital
Massachusetts
$271K
PWLP
1116
Prio Wealth Limited Partnership
Massachusetts
$269K
AWA
1117
Arete Wealth Advisors
Illinois
$269K +$256K +4,580 New
T
1118
TRUADVICE
Florida
$268K -$203K -3,627 -47%
QT
1119
Quantamental Technologies
New York
$267K -$15K -268 -6%
LIA
1120
LS Investment Advisors
Michigan
$266K
SIMM
1121
Stillwater Investment Management (Minnesota)
Minnesota
$264K +$2.12K +38 +0.9%
TIA
1122
Tiemann Investment Advisors
California
$263K -$18K -323 -7%
SWIG
1123
Strategic Wealth Investment Group
Kentucky
$263K +$1.4K +25 +0.6%
FFA
1124
First Foundation Advisors
California
$263K +$251K +4,490 New
BA
1125
Bristlecone Advisors
Washington
$262K +$56 +1 +0%

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.