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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.79B +$449M +8,031,634 +7%
BlackRock
2
BlackRock
New York
$5.66B +$156M +2,783,114 +3%
State Street
3
State Street
Massachusetts
$3.64B -$7.68M -137,462 -0.2%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.33B +$119M +2,135,868 +4%
Bank of America
5
Bank of America
North Carolina
$2.76B +$72.7M +1,300,231 +3%
Capital International Investors
6
Capital International Investors
California
$2.68B -$22.4M -400,278 -0.9%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.45B -$2.66M -47,685 -0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.29B +$3.46M +61,881 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.2B +$21.5M +383,897 +2%
Northern Trust
10
Northern Trust
Illinois
$951M -$1.42M -25,458 -0.2%
Boston Partners
11
Boston Partners
Massachusetts
$894M -$114M -2,047,463 -12%
Dodge & Cox
12
Dodge & Cox
California
$883M +$18.7M +335,378 +2%
Charles Schwab
13
Charles Schwab
California
$819M +$4.84M +86,680 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$806M -$77.7M -1,389,896 -9%
Norges Bank
15
Norges Bank
Norway
$734M -$29.3M -524,612 -4%
Invesco
16
Invesco
Georgia
$728M +$69.8M +1,249,631 +11%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$702M +$10.6M +190,186 +2%
Macquarie Group
18
Macquarie Group
Australia
$653M -$47.4M -848,855 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$640M +$13.3M +237,333 +2%
Franklin Resources
20
Franklin Resources
California
$591M -$101M -1,810,834 -15%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$528M +$64.6M +1,156,079 +15%
Legal & General Group
22
Legal & General Group
United Kingdom
$497M +$14.2M +253,772 +3%
American Century Companies
23
American Century Companies
Missouri
$440M +$55.6M +995,335 +15%
Amundi
24
Amundi
France
$439M +$24.9M +445,028 +6%
BG
25
Bahl & Gaynor
Ohio
$421M -$259K -4,636 -0.1%

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.