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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
SFI
1151
SPC Financial Inc
Maryland
$235K +$224K +4,000 New
CT
1152
Columbia Trust
Oregon
$230K -$1.34K -24 -0.6%
DOA
1153
D'Orazio & Associates
Virginia
$229K
MFG
1154
Merit Financial Group
Georgia
$228K -$252K -4,503 -54%
BBW
1155
Blue Barn Wealth
Utah
$228K +$217K +3,887 New
FAIM
1156
Financial Advocates Investment Management
Washington
$228K +$217K +3,887 New
BWA
1157
Burt Wealth Advisors
Maryland
$227K
PWP
1158
Principle Wealth Partners
Connecticut
$226K
KA
1159
Kovack Advisors
Florida
$226K +$7.49K +134 +4%
CHA
1160
Carmichael Hill & Associates
Maryland
$225K
GA
1161
Geller Advisors
New York
$225K +$214K +3,838 New
RPWA
1162
Regent Peak Wealth Advisors
Georgia
$222K +$2.63K +47 +1%
SG
1163
StoneX Group
New York
$221K -$78.7K -1,408 -27%
KCM
1164
Kendall Capital Management
Maryland
$221K +$7.43K +133 +4%
WSC
1165
Wellington Shields & Co
New York
$220K
RWA
1166
Ropes Wealth Advisors
Massachusetts
$219K -$46.8K -838 -18%
BG
1167
Bollard Group
Massachusetts
$219K +$1.73K +31 +0.8%
BRWM
1168
B. Riley Wealth Management
Tennessee
$218K +$208K +3,722 New
FA
1169
Fermata Advisors
California
$217K -$10.1K -180 -5%
CCC
1170
Crescent Capital Consulting
Louisiana
$215K
IRAG
1171
Investment Research & Advisory Group
Georgia
$214K -$7.82K -140 -4%
PP
1172
Patron Partners
Texas
$211K -$1.17K -21 -0.6%
CC
1173
Chicago Capital
Illinois
$211K
JIC
1174
Johnson Investment Counsel
Ohio
$211K +$201K +3,604 New
HR
1175
Hayden Royal
North Carolina
$210K -$55K -984 -22%

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.