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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
CCA
1276
Column Capital Advisors
Indiana
$53K +$2.18K +39 +4%
HR
1277
Howe & Rusling
New York
$50K -$9K -161 -16%
WWM
1278
Wolff Wiese Magana
California
$50K -$1.9K -34 -4%
HFM
1279
Harvest Fund Management
China
$50K
SC
1280
Solstein Capital
California
$50K
CFG
1281
CKW Financial Group
Hawaii
$48K
SIS
1282
Sound Income Strategies
Florida
$46K
FF
1283
FourThought Financial
Florida
$44K -$73.2K -1,310 -63%
EARNEST Partners
1284
EARNEST Partners
Georgia
$44K
SFP
1285
Sterling Financial Planning
New Jersey
$44K
TWM
1286
Tradition Wealth Management
Minnesota
$43K +$10.6K +189 +35%
FMP
1287
Financial Management Professionals
Texas
$43K +$16.8K +300 +68%
EWA
1288
Evolution Wealth Advisors
Florida
$42K +$19.4K +348 +93%
SFPG
1289
Stonebridge Financial Planning Group
Florida
$40K
BEI
1290
Benjamin Edwards Inc
Missouri
$40K +$38.6K +690 New
NFSG
1291
Newbridge Financial Services Group
Florida
$39K -$1.79K -32 -5%
FA
1292
Fortis Advisors
Pennsylvania
$39K +$335 +6 +0.9%
TH
1293
TCTC Holdings
Texas
$39K +$19.6K +350 +110%
DWP
1294
Destiny Wealth Partners
Florida
$38K +$36.1K +646 New
RE
1295
RBC Europe
United Kingdom
$37.9K
TFIPS
1296
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.9K
KIG
1297
Kowal Investment Group
Wisconsin
$37K +$35.1K +628 New
GWMIA
1298
Global Wealth Management Investment Advisory
Florida
$35K -$150K -2,687 -82%
MHR
1299
Matthew Hamilton Rosenberg
$35K +$56 +1 +0.2%
RVM
1300
Robinson Value Management
Texas
$34K +$32.8K +587 New

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.