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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
PCG
1126
Private Capital Group
Connecticut
$261K +$22.9K +409 +10%
KA
1127
Klingman & Associates
New York
$257K -$6.26K -112 -2%
RPA
1128
Rock Point Advisors
Vermont
$255K
ATPW
1129
Ashton Thomas Private Wealth
Arizona
$255K -$17.2K -308 -7%
SHWM
1130
Smith & Howard Wealth Management
Georgia
$254K +$242K +4,339 New
KFP
1131
KB Financial Partners
New Jersey
$253K -$16K -287 -6%
CSWG
1132
Cardinal Strategic Wealth Guidance
Kentucky
$252K
NPF
1133
Norris Perne & French
Michigan
$252K
NC
1134
NovaPoint Capital
Georgia
$252K +$3.35K +60 +1%
Members Trust
1135
Members Trust
Florida
$252K +$17.9K +320 +8%
CISOA
1136
Capital Investment Services of America
Wisconsin
$251K -$5.59K -100 -2%
AM
1137
Atwater Malick
Pennsylvania
$251K
CPA
1138
Capital Planning Advisors
California
$250K -$8.49K -152 -3%
GIM
1139
Guild Investment Management
California
$249K
FUBT
1140
First United Bank & Trust
Maryland
$248K +$33.5K +600 +17%
EWA
1141
ERTS Wealth Advisors
Michigan
$248K +$237K +4,238 New
FMWA
1142
Forvis Mazars Wealth Advisors
Missouri
$247K -$1.01K -18 -0.4%
CM
1143
Capital Management
Virginia
$246K
WFI
1144
West Family Investments
California
$245K -$11.4K -204 -5%
BAM
1145
Berkshire Asset Management
Pennsylvania
$244K +$3.24K +58 +1%
WI
1146
Wedgewood Investors
Pennsylvania
$243K
MCA
1147
Mercer Capital Advisers
New Jersey
$240K
MGI
1148
MayTech Global Investments
New York
$237K
AIP
1149
Almanack Investment Partners
Pennsylvania
$236K -$2.18K -39 -1%
MHIC
1150
Marble Harbor Investment Counsel
Massachusetts
$235K

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.