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Truist Financial
TFC

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: 21 → 29 (+8)

7% more capital invested

Capital invested by funds: $53.6B → $57.1B (+$3.49B)

3% more funds holding

Funds holding: 1,351 → 1,385 (+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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$449M
2
BlackRock
BlackRock
New York
+$156M
3
JP Morgan Chase
JP Morgan Chase
New York
+$119M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$83.9M
5
Bank of America
Bank of America
North Carolina
+$72.7M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$114M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$111M
3
KBC Group
KBC Group
Belgium
-$108M
4
Franklin Resources
Franklin Resources
California
-$101M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$77.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1176
RWA Wealth Partners
Massachusetts
$210K -$8.72K -156 -4%
SIC
1177
Samalin Investment Counsel
New York
$210K +$200K +3,576 New
GIP
1178
Greatmark Investment Partners
Georgia
$210K +$200K +3,584 New
TA
1179
TrueWealth Advisors
Alabama
$209K -$2.96K -53 -1%
CI
1180
Chartist Inc
California
$208K +$198K +3,548 New
MCM
1181
MV Capital Management
Maryland
$208K +$13.3K +238 +7%
TP
1182
Tranquility Partners
Tennessee
$207K +$197K +3,524 New
CWM
1183
CCG Wealth Management
California
$207K +$197K +3,525 New
WTB
1184
Washington Trust Bank
Washington
$207K +$197K +3,531 New
CFD
1185
Creative Financial Designs
Indiana
$206K +$56 +1 +0%
SIM
1186
SSI Investment Management
California
$206K +$196K +3,499 New
PAM
1187
Private Asset Management
California
$206K +$196K +3,511 New
WP
1188
WealthSource Partners
California
$206K +$196K +3,516 New
PCMC
1189
Paragon Capital Management (Colorado)
Colorado
$206K +$197K +3,518 New
AA
1190
Apriem Advisors
California
$206K +$197K +3,519 New
LFA
1191
Landmark Financial Advisors
Kentucky
$206K +$198K +3,537 New
WPW
1192
Warther Private Wealth
Ohio
$205K +$190K +3,408 New
HA
1193
Harbor Advisors
Florida
$205K +$196K +3,500 New
WTFG
1194
Wells Trecaso Financial Group
Ohio
$205K +$196K +3,500 New
AAP
1195
Arax Advisory Partners
Colorado
$204K +$56 +1 +0%
NCM
1196
Northside Capital Management
Oregon
$204K +$195K +3,485 New
BWAM
1197
Boyd Watterson Asset Management
Ohio
$203K -$171K -3,053 -47%
RAM
1198
Redmond Asset Management
Virginia
$203K +$193K +3,453 New
WP
1199
WMS Partners
Maryland
$203K +$193K +3,456 New
CWM
1200
Circle Wealth Management
New Jersey
$203K +$193K +3,459 New
46 47
48
49 50

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.