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
EWM
1301
Edge Wealth Management
New York
$33K
CBT
1302
CoreFirst Bank & Trust
Kansas
$32K
PFSC
1303
Peoples Financial Services Corp
Pennsylvania
$32K
MWM
1304
Mascoma Wealth Management
New Hampshire
$30K +$28.9K +518 New
FP
1305
Financial Perspectives
Minnesota
$29.6K
CA
1306
Crewe Advisors
Utah
$29K +$10.4K +187 +61%
TVWM
1307
Tower View Wealth Management
Wisconsin
$29K +$27.9K +500 New
MGIM
1308
M&G Investment Management
United Kingdom
$29K +$11.7M +210,168 +75%
Nisa Investment Advisors
1309
Nisa Investment Advisors
Missouri
$28.8K +$83.8K +1,500 +0.3%
ME
1310
McIlrath & Eck
Washington
$28K
AA
1311
Ancora Advisors
Ohio
$27K -$4.53K -81 -15%
EBA
1312
Eagle Bay Advisors
New York
$25K -$20.5K -367 -47%
CWM
1313
Cranbrook Wealth Management
Michigan
$25K +$3.19K +57 +15%
PSB
1314
Piscataqua Savings Bank
New Hampshire
$23K
RA
1315
Resolute Advisors
California
$22K
TFO
1316
Tarbox Family Office
California
$22K
WB
1317
Webster Bank
Connecticut
$21K +$1.45K +26 +8%
BIA
1318
Bell Investment Advisors
California
$21K +$20.1K +359 New
PK
1319
Pflug Koory
Nebraska
$20K
BAM
1320
Baldrige Asset Management
Pennsylvania
$19K
BWM
1321
Baystate Wealth Management
Massachusetts
$19K +$168 +3 +0.9%
UAML
1322
US Asset Management LLC
Pennsylvania
$19K +$17.9K +320 New
AIC
1323
Archer Investment Corporation
Indiana
$18.3K +$17.4K +312 New
VCM
1324
Vigilant Capital Management
Maine
$18K +$13.4K +239 +368%
ETC
1325
Exchange Traded Concepts
Oklahoma
$17K -$197K -3,525 -92%

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.