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Truist Financial

1,352 hedge funds and large institutions have $53.6B invested in Truist Financial in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 592 increasing their positions, 466 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $305M | Put options by funds: $197M

27% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 466

6% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 102

1.27% less ownership

Funds ownership: 73.28%72% (-1.3%)

2% less funds holding

Funds holding: 1,3761,352 (-24)

6% less capital invested

Capital invested by funds: $57.3B → $53.6B (-$3.7B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

Holders
1,352
Holders Change
-24
Holders Change %
-1.74%
% of All Funds
23.53%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.37%
New
96
Increased
592
Reduced
466
Closed
102
Calls
$305M
Puts
$197M
Net Calls
+$109M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
226
Ledyard National Bank
$14.9M -$35.7K -607 -0.2%
PP
227
Paloma Partners
Connecticut
$14.9M +$14.8M +252,137 +1,597%
GIBU
228
Gulf International Bank (UK)
United Kingdom
$14.7M -$9.28K -158 -0.1%
DnB Asset Management
229
DnB Asset Management
Norway
$14.5M +$2.56M +43,539 +20%
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$14.4M -$1.84M -31,272 -11%
CCMD
231
Cypress Capital Management (Delaware)
Delaware
$14.4M +$9.93K +169 +0.1%
Allianz Asset Management
232
Allianz Asset Management
Germany
$14.4M +$3.11M +52,911 +26%
Osaic Holdings
233
Osaic Holdings
Arizona
$14.3M +$144K +2,450 +1%
Lazard Asset Management
234
Lazard Asset Management
New York
$14.3M +$2.04M +34,654 +16%
URS
235
Utah Retirement Systems
Utah
$14.2M -$159K -2,700 -1%
Robeco Institutional Asset Management
236
Robeco Institutional Asset Management
Netherlands
$14.2M -$5.78M -98,405 -28%
Creative Planning
237
Creative Planning
Kansas
$14.1M -$1.78M -30,242 -11%
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$13.8M +$1.65M +28,061 +13%
ELI
239
Empire Life Investments
Ontario, Canada
$13.8M +$265K +4,505 +2%
SAI
240
Systematic Alpha Investments
New Jersey
$13.6M +$866K +14,735 +7%
MCM
241
McRae Capital Management
New Jersey
$13.4M +$68.3K +1,162 +0.5%
LBC
242
Lowe Brockenbrough & Co
Virginia
$13.3M +$265K +4,512 +2%
State of Tennessee, Department of Treasury
243
State of Tennessee, Department of Treasury
Tennessee
$13.3M -$3.19M -54,307 -18%
KCM
244
Kanawha Capital Management
Virginia
$13.3M +$233K +3,972 +2%
LCM
245
Logan Capital Management
Pennsylvania
$13.2M +$138K +2,344 +1%
VV
246
Verity & Verity
South Carolina
$13.2M -$48.5K -825 -0.3%
HWA
247
Heritage Wealth Advisors
Virginia
$13.1M +$571K +9,727 +4%
ZCM
248
Ziegler Capital Management
Illinois
$13M -$973K -16,560 -7%
SLAM
249
Swiss Life Asset Management
$12.9M +$2.33M +39,662 +17%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$510K -8,676 -4%

TFC Hedge Fund Activity: Q2 2021 in Review

1,352 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2021, worth a combined $53.6B — down 6.5% from $57.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of TFC and 96 opened new positions — a net loss of 6 holders — while 466 trimmed existing stakes and 592 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $118M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 1,352 institutional investors held Truist Financial (TFC) as of Q2 2021, down from 1,376 in Q1 2021.
  • Funds reported $53.6B of Truist Financial stock for Q2 2021, down 6.5% quarter-over-quarter.
  • 96 funds opened new Truist Financial positions in Q2 2021 and 102 closed out, a net change of -6 holders.
  • The largest Truist Financial buyer in Q2 2021 was Balyasny Asset Management, an estimated $118M added.
  • The largest Truist Financial seller in Q2 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q2 2021.