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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
MIM
1251
Macroview Investment Management
Maryland
$82K
HA
1252
Herold Advisors
New York
$78K +$75K +1,343 New
MA
1253
MUFG Americas
New York
$77K +$12.3K +220 +20%
ASBI
1254
American State Bank (Iowa)
Iowa
$75.9K
HCM
1255
Highlander Capital Management
New Jersey
$75K
CAL
1256
Capital Analysts LLC
Pennsylvania
$72K
VCM
1257
Versant Capital Management
Arizona
$70K -$3.52K -63 -5%
SQA
1258
Simon Quick Advisors
New Jersey
$69K +$19.1K +342 +40%
OSNBOA
1259
Old Second National Bank of Aurora
Illinois
$68K +$14.7K +263 +29%
SCM
1260
Sirios Capital Management
Massachusetts
$67K
PCTC
1261
Perkins Coie Trust Company
Washington
$66K -$22.6K -405 -27%
FFC
1262
First Financial Corp
Indiana
$65K
BWM
1263
BerganKDV Wealth Management
Minnesota
$65K +$56 +1 +0.1%
LWCFA
1264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K -$32.7K -585 -35%
ANBT
1265
American National Bank & Trust
Texas
$64K
LFG
1266
Larson Financial Group
Missouri
$63K
CFO
1267
CVA Family Office
Colorado
$62K -$178K -3,187 -66%
PAI
1268
Pittenger & Anderson Inc
Nebraska
$62K +$59.2K +1,060 New
FMTCOCP
1269
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K
KTC
1270
Kistler-Tiffany Companies
Pennsylvania
$59K
PB
1271
Pinnacle Bancorp
Nebraska
$59K
CBT
1272
Central Bank & Trust
Kentucky
$55K
BAM
1273
Barrett Asset Management
New York
$53K
CWA
1274
Clearview Wealth Advisors
Oregon
$53K
FPFS
1275
First Personal Financial Services
North Carolina
$53K

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.