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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
EIA
1426
Edgemoor Investment Advisors
Maryland
-$322K -5,797 Closed
QTM
1427
qPULA Trading Management
New York
-$300K -5,400 Closed
BFM
1428
Boothbay Fund Management
New York
-$286K -5,158 Closed
MS
1429
Maven Securities
Jersey
-$286K -5,119 Closed
FIM
1430
Freedom Investment Management
Connecticut
-$267K -4,806 Closed
GP
1431
Girard Partners
Pennsylvania
-$254K -4,590 Closed
FA
1432
FMA Advisory
Pennsylvania
-$224K -4,044 Closed
TB
1433
Terril Brothers
Missouri
-$220K -3,960 Closed
IC
1434
Inscription Capital
Texas
-$214K -3,850 Closed
MI
1435
Moneywise Inc
Virginia
-$213K -3,831 Closed
ODCM
1436
Old Dominion Capital Management
Virginia
-$212K -3,815 Closed
LWM
1437
Lyell Wealth Management
California
-$203K -3,661 Closed
CCIA
1438
Campbell & Co Investment Adviser
Maryland
-$201K -3,614 Closed
SFO
1439
Standard Family Office
South Dakota
-$200K -3,609 Closed
HIIFS
1440
Harel Insurance Investments & Financial Services
Israel
-$542K -2,993 Closed
DFCM
1441
Dark Forest Capital Management
Puerto Rico
-$94K -1,688 Closed
LSA
1442
Leonteq Securities AG
Switzerland
-$72.2K -1,300 Closed
RDWM
1443
Red Door Wealth Management
Tennessee
-$58K -1,060 Closed
RFA
1444
Reilly Financial Advisors
California
-$55K -997 Closed
EAM
1445
Eukles Asset Management
Ohio
-$46K -834 Closed
NIM
1446
NuWave Investment Management
New Jersey
-$40K -725 Closed
PGWM
1447
Parisi Gray Wealth Management
New Jersey
-$34K -618 Closed
CWA
1448
Carolina Wealth Advisors
South Carolina
-$29K -518 Closed
H
1449
Hexavest
Quebec, Canada
-$27K -493 Closed
SL
1450
Savior LLC
Massachusetts
-$26K -470 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.