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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
AWMS
1351
Advocacy Wealth Management Services
Georgia
$10K +$9.89K +177 New
GKWIM
1352
Gerber Kawasaki Wealth & Investment Management
California
$10K +$10.1K +180 New
MCM
1353
Manchester Capital Management
Vermont
$9K +$1.56K +28 +23%
KFI
1354
Key Financial Inc
Pennsylvania
$9K +$3.24K +58 +59%
LF
1355
Lee Financial
Texas
$9K +$6.82K +122 +381%
TCWM
1356
Total Clarity Wealth Management
Illinois
$9K +$8.16K +146 New
TF
1357
Tompkins Financial
New York
$8K +$7.77K +139 New
LWA
1358
Lenox Wealth Advisors
New York
$7K +$894 +16 +16%
CTB
1359
Country Trust Bank
Illinois
$6K
FMB
1360
Field & Main Bank
Kentucky
$6K
BHWM
1361
Bay Harbor Wealth Management
Maryland
$5K -$5.03K -90 -52%
HWM
1362
HighMark Wealth Management
Minnesota
$5K -$391 -7 -8%
HDIM
1363
Hanson & Doremus Investment Management
Vermont
$5K +$4.36K +78 New
PA
1364
PSI Advisors
Florida
$5K +$5.2K +93 New
CPWM
1365
Cypress Point Wealth Management
Texas
$4K
JFA
1366
JNBA Financial Advisors
Minnesota
$4K
RAM
1367
Riggs Asset Management
Pennsylvania
$4K
SMG
1368
Spectrum Management Group
Indiana
$4K
MAM
1369
Marquette Asset Management
Minnesota
$4K +$3.41K +61 New
CMBA
1370
C.M. Bidwell & Associates
Hawaii
$3K
FWM
1371
Focused Wealth Management
New York
$3K
CAM
1372
Costello Asset Management
Pennsylvania
$3K +$3.13K +56 New
BBHC
1373
Brown Brothers Harriman & Co
New York
$2.83K -$16.2K -290 -0.6%
JPLA
1374
Joseph P. Lucia & Associates
New York
$2K
LWA
1375
Lowe Wealth Advisors
Maryland
$2K

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.