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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
MME
1401
Meag Munich Ergo
Germany
-$2.95M -53,079 Closed
PWM
1402
PRW Wealth Management
Massachusetts
-$2.74M -49,406 Closed
MFS
1403
Mirabella Financial Services
United Kingdom
-$2.61M -47,084 Closed
PRC
1404
Pearl River Capital
Michigan
-$2.54M -45,746 Closed
BCM
1405
Bayesian Capital Management
New York
-$2.1M -37,900 Closed
B
1406
BP
United Kingdom
-$1.74M -31,272 Closed
TI
1407
Trexquant Investment
Connecticut
-$1.73M -31,106 Closed
DTL
1408
Dynamic Technology Lab
Singapore
-$1.26M -22,776 Closed
LCM
1409
Laurion Capital Management
New York
-$1.26M -22,534 Closed
PCM
1410
Prelude Capital Management
New York
-$1.25M -22,508 Closed
MF
1411
Magnetar Financial
Illinois
-$1.23K -22,239 Closed
MIAS
1412
Mason Investment Advisory Services
Virginia
-$1.06M -19,086 Closed
E
1413
Ergoteles
New York
-$794K -14,303 Closed
AFAS
1414
Acorn Financial Advisory Services
Virginia
-$719K -12,949 Closed
CCA
1415
Cadent Capital Advisors
Oklahoma
-$686K -12,361 Closed
CRI
1416
Colonial River Investments
Virginia
-$607K -10,928 Closed
LSAG
1417
Lake Street Advisors Group
New Hampshire
-$538K -9,201 Closed
CC
1418
Claybrook Capital
Massachusetts
-$498K -8,979 Closed
GCP
1419
GSA Capital Partners
United Kingdom
-$498K -8,975 Closed
SCM
1420
Stevens Capital Management
Pennsylvania
-$471K -8,483 Closed
ESCM
1421
Echo Street Capital Management
New York
-$468K -8,432 Closed
AWM
1422
Absher Wealth Management
North Carolina
-$367K -6,606 Closed
LRPA
1423
L. Roy Papp & Associates
Arizona
-$365K -6,585 Closed
MC
1424
Machina Capital
France
-$339K -6,100 Closed
AA
1425
ALPS Advisors
Colorado
-$323K -5,823 Closed

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.