We are live on ! Find out more
TFC icon

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
KFGK
1201
Keystone Financial Group (Kentucky)
Kentucky
$203K +$194K +3,464 New
APP
1202
Avantax Planning Partners
Iowa
$203K +$194K +3,466 New
CHA
1203
Cooper/Haims Advisors
New York
$202K +$193K +3,447 New
RAM
1204
Roanoke Asset Management
New Jersey
$202K +$193K +3,447 New
KMWM
1205
Keudell/Morrison Wealth Management
Oregon
$202K +$193K +3,451 New
KFC
1206
Klingenstein Fields & Co
New York
$201K +$191K +3,425 New
FMT
1207
First Mercantile Trust
Tennessee
$196K -$24.6K -440 -12%
CCM
1208
Carderock Capital Management
Maryland
$190K +$181K +3,237 New
GWS
1209
Glassman Wealth Services
Virginia
$186K -$52.6K -942 -23%
CPC
1210
Consolidated Planning Corp
Georgia
$183K +$174K +3,121 New
CI
1211
CX Institutional
Indiana
$180K +$50.5K +904 +42%
AF
1212
Allworth Financial
California
$179K +$70.2K +1,257 +70%
CIR
1213
Clear Investment Research
Georgia
$176K
PG
1214
Proffitt & Goodson
Tennessee
$173K -$2.63K -47 -2%
PWA
1215
Phoenix Wealth Advisors
North Carolina
$172K
OIA
1216
Optimum Investment Advisors
Illinois
$161K -$765K -13,682 -83%
WQ
1217
Wealth Quarterback
New Jersey
$158K +$894 +16 +0.6%
JWA
1218
JFS Wealth Advisors
Pennsylvania
$157K +$131K +2,342 +705%
EIP
1219
Ellis Investment Partners
Pennsylvania
$155K +$782 +14 +0.5%
GCM
1220
Gables Capital Management
Florida
$148K
HIA
1221
Harbor Investment Advisory
Maryland
$145K
JWM
1222
Janiczek Wealth Management
Colorado
$142K +$224 +4 +0.2%
SM
1223
SG3 Management
Puerto Rico
$141K +$134K +2,400 New
APC
1224
Aspire Private Capital
North Carolina
$139K -$4.92K -88 -4%
LAS
1225
Lloyd Advisory Services
Georgia
$139K +$53.1K +951 +67%

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.