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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
SEI Investments
126
SEI Investments
Pennsylvania
$39.4M +$5.47M +97,891 +17%
KCM
127
Kornitzer Capital Management
Kansas
$38.9M +$289K +5,175 +0.8%
DRZID
128
DePrince Race & Zollo Inc (DRZ)
Florida
$38.9M +$949K +16,976 +3%
BNP Paribas Asset Management
129
BNP Paribas Asset Management
France
$38.9M -$952K -17,035 -3%
RRAM
130
River Road Asset Management
Kentucky
$38.2M -$2.73M -48,796 -7%
PCM
131
Prana Capital Management
Connecticut
$38.2M +$11.2M +200,505 +45%
AIM
132
Avity Investment Management
Connecticut
$37.4M +$729K +13,038 +2%
VDI
133
Vaughan David Investments
Illinois
$36.8M -$19.6K -350 -0.1%
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$36.4M -$26.1M -466,930 -43%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$35.8M +$1.45M +25,861 +4%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$35.7M -$1.48M -26,574 -4%
NIPH
137
NN Investment Partners Holdings
Netherlands
$35.6M +$23.8M +425,825 +236%
FMW
138
Farr Miller & Washington
District of Columbia
$35.3M -$85.3K -1,527 -0.3%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$34.9M -$39.7M -709,626 -54%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$34.4M +$75.4K +1,350 +0.2%
IC
141
Inverness Counsel
New York
$33.7M -$1.9M -33,920 -6%
GHA
142
GW Henssler & Associates
Georgia
$33.2M +$3.28M +58,697 +12%
Aberdeen Group
143
Aberdeen Group
United Kingdom
$33.2M +$153K +2,730 +0.5%
FWIA
144
Fort Washington Investment Advisors
Ohio
$32.9M +$23.4M +418,383 +293%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$31.8M +$1.46M +26,135 +5%
BA
146
Bridgewater Associates
Connecticut
$30.9M +$3.92M +70,091 +15%
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$30.8M +$2.82M +50,500 +11%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$30.4M +$2.47M +44,283 +9%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$29.8M -$140K -2,505 -0.5%
Squarepoint
150
Squarepoint
New York
$29.4M +$15.3M +274,184 +121%

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.