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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
EMPI
376
Elo Mutual Pension Insurance
Finland
$5.26M -$150K -2,559 -3%
IWA
377
IBEX Wealth Advisors
New Jersey
$5.25M +$5.55M +94,514 New
FTC
378
Farmers Trust Company
Ohio
$5.21M -$194K -3,306 -3%
MNBTD
379
Moody National Bank Trust Division
Texas
$5.18M -$18.6K -316 -0.3%
CS
380
Candriam SCA
Luxembourg
$5.18M +$450K +7,667 +9%
CCMINC
381
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.14M +$24.8K +423 +0.5%
Mirae Asset Global Investments
382
Mirae Asset Global Investments
South Korea
$5.07M +$1.91M +32,553 +55%
SCM
383
Snow Capital Management
Pennsylvania
$5.04M +$702K +11,950 +15%
SCM
384
Shelton Capital Management
Colorado
$5.02M +$3.1M +52,801 +140%
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$4.98M +$270K +4,600 +5%
AC
386
Alexandria Capital
Virginia
$4.96M +$157K +2,666 +3%
BFA
387
Bragg Financial Advisors
North Carolina
$4.87M +$156K +2,648 +3%
ET
388
Equitable Trust
Tennessee
$4.86M -$1.81M -30,839 -26%
CGH
389
Crossmark Global Holdings
Texas
$4.79M +$532K +9,063 +12%
CIP
390
Capital Insight Partners
Arizona
$4.77M +$1.29M +22,032 +34%
ANI
391
American National Insurance
Texas
$4.76M -$8.22K -140 -0.2%
CM
392
Crestline Management
Texas
$4.72M +$4.99M +85,000 New
BCCM
393
Bridge Creek Capital Management
Massachusetts
$4.71M -$94.6K -1,610 -2%
SMDAM
394
Sumitomo Mitsui DS Asset Management
Japan
$4.69M -$26K -443 -0.5%
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$4.65M +$17.6K +300 +0.4%
YIA
396
YHB Investment Advisors
Connecticut
$4.65M +$105K +1,779 +2%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$4.64M +$298K +5,071 +6%
LIM
398
Leavell Investment Management
Alabama
$4.6M
PG
399
Pendal Group
Australia
$4.6M +$158K +2,684 +3%
CCFCSB
400
Cape Cod Five Cents Savings Bank
Massachusetts
$4.54M -$96.9K -1,650 -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.