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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
AF
1226
Arrow Financial
New York
$135K -$3.91K -70 -3%
SN
1227
Sittner & Nelson
Oregon
$128K
NICM
1228
Neo Ivy Capital Management
New York
$125K -$293K -5,244 -61%
EW
1229
Evoke Wealth
California
$125K
CT
1230
Clearstead Trust
Maine
$124K +$118K +2,113 New
HWM
1231
Holloway Wealth Management
Florida
$123K
AP
1232
Arlington Partners
Alabama
$122K +$117K +2,088 New
PMFA
1233
Plante Moran Financial Advisors
Michigan
$121K +$66.2K +1,185 +134%
IAS
1234
IMA Advisory Services
Colorado
$115K
RCA
1235
Ranch Capital Advisors
Florida
$114K +$20.2K +362 +23%
PP
1236
Paloma Partners
Connecticut
$113K -$14.9M -265,987 -99%
CYG
1237
Clean Yield Group
Vermont
$113K +$11.2K +201 +12%
TWA
1238
TCI Wealth Advisors
Arizona
$110K +$9.55K +171 +10%
MMG
1239
Monetary Management Group
Missouri
$107K +$102K +1,830 New
FPB
1240
First PREMIER Bank
South Dakota
$104K
ACA
1241
Atlas Capital Advisors
Wyoming
$103K -$1.07M -19,111 -92%
FRA
1242
Front Row Advisors
California
$103K -$5.7K -102 -5%
OAJ
1243
Ogorek Anthony Joseph
New York
$103K +$447 +8 +0.5%
HF
1244
Halpern Financial
Virginia
$101K -$19.1K -342 -17%
AWM
1245
Avior Wealth Management
Nebraska
$97K -$266K -4,764 -74%
MRCM
1246
M&R Capital Management
New Jersey
$97K -$35.2K -630 -27%
Walleye Trading
1247
Walleye Trading
New York
$93K +$88.9K +1,591 New
LWM
1248
Liberty Wealth Management
California
$89K +$54.2K +970 +196%
COCM
1249
Charter Oak Capital Management
New Hampshire
$88K -$19.6K -350 -19%
AWM
1250
AllSquare Wealth Management
New York
$82K

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.