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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.4M -$11.4M -204,565 -19%
TBC
102
Tweedy, Browne Co
Connecticut
$49.6M -$157K -2,813 -0.3%
FWCM
103
Ferguson Wellman Capital Management
Oregon
$49.1M +$206K +3,683 +0.4%
Swedbank
104
Swedbank
Sweden
$47.2M -$4.06M -72,726 -8%
SO
105
STRS Ohio
Ohio
$46.8M -$5.38M -96,218 -11%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$46.8M -$90.4K -1,618 -0.2%
ZIM
107
Zacks Investment Management
Illinois
$46.1M +$922K +16,505 +2%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$45.8M -$378K -6,768 -0.9%
RCM
109
RNC Capital Management
California
$43.7M +$63.1K +1,130 +0.2%
Rafferty Asset Management
110
Rafferty Asset Management
New York
$43.5M -$7.62M -136,304 -16%
LBA
111
Letko, Brosseau & Associates
Quebec, Canada
$43.4M -$2.29M -40,935 -5%
RCAMU
112
Rothschild & Co Asset Management US
Connecticut
$43.3M -$2.99M -53,430 -7%
SAM
113
Storebrand Asset Management
Norway
$43.1M +$691K +12,374 +2%
HighTower Advisors
114
HighTower Advisors
Illinois
$42.5M +$3.28M +58,654 +9%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$42.5M +$2.21M +39,539 +6%
LPL Financial
116
LPL Financial
California
$42.3M +$7.55M +135,062 +23%
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$42.1M +$4.08M +72,944 +11%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$41.6M +$39.6M +708,473 New
Asset Management One
119
Asset Management One
Japan
$40.8M -$976K -17,471 -2%
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$40.2M -$33.4M -597,275 -47%
SIC
121
Schwartz Investment Counsel
Michigan
$40M
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$39.9M +$19.8M +354,645 +109%
PCM
123
PAR Capital Management
Massachusetts
$39.6M +$9.78M +175,000 +35%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$39.5M -$6.08M -108,818 -14%
CCMG
125
Clark Capital Management Group
Pennsylvania
$39.4M +$77.5K +1,387 +0.2%

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.