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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
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$6.03M -$561K -9,554 -8%
OIM
352
Opus Investment Management
Massachusetts
$6M
KWM
353
Kingsview Wealth Management
Oregon
$5.97M -$68.8K -1,172 -1%
EB
354
Eastern Bank
Massachusetts
$5.88M +$81.5K +1,388 +1%
MML Investors Services
355
MML Investors Services
Massachusetts
$5.85M +$134K +2,275 +2%
ISL
356
Ingalls & Snyder LLC
New York
$5.84M -$47.1K -802 -0.8%
PLFAM
357
Pineno Levin & Ford Asset Management
Virginia
$5.82M -$88.1K -1,500 -1%
BSW
358
Buckingham Strategic Wealth
Missouri
$5.82M +$3.76M +64,051 +157%
WTC
359
WhitTier Trust Company
Nevada
$5.8M -$47.2K -804 -0.8%
PI
360
Parkside Investments
Illinois
$5.79M -$133K -2,265 -2%
ONB
361
Old National Bancorp
Indiana
$5.75M -$901K -15,333 -13%
TRSOTSOK
362
Teachers Retirement System of the State of Kentucky
Kentucky
$5.73M
DILIC
363
Dai-ichi Life Insurance Company
Japan
$5.68M
HNB
364
Huntington National Bank
Ohio
$5.66M +$796K +13,543 +15%
MSRPS
365
Maryland State Retirement & Pension System
Maryland
$5.61M -$4.35K -74 -0.1%
UIM
366
USS Investment Management
United Kingdom
$5.56M -$4.17M -70,900 -41%
AIS
367
AM Investment Strategies
Tennessee
$5.56M -$30.7K -523 -0.5%
FCBT
368
First Citizens Bank & Trust
North Carolina
$5.52M -$93.3K -1,589 -2%
DT
369
Diversified Trust
Tennessee
$5.46M -$339K -5,770 -6%
TAF
370
Tredje AP-fonden
Sweden
$5.43M
AWM
371
AE Wealth Management
Kansas
$5.35M +$1.37M +23,285 +32%
PI
372
PineBridge Investments
New York
$5.33M -$86.9K -1,480 -2%
SEC
373
Seven Eight Capital
New York
$5.28M +$1.45M +24,753 +35%
AI
374
Atria Investments
North Carolina
$5.27M +$751K +12,778 +16%
UR
375
USCA RIA
Texas
$5.27M +$117K +1,987 +2%

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.