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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
EDRH
426
Edmond de Rothschild Holding
Switzerland
$4.03M +$385K +6,559 +10%
UBG
427
United Bank (Georgia)
Georgia
$4.01M -$172K -2,928 -4%
QC
428
Quadrature Capital
United Kingdom
$4M +$2.72M +46,350 +180%
TSW
429
Thompson Siegel & Walmsley
Virginia
$4M -$68.1K -1,160 -2%
KCPG
430
Kavar Capital Partners Group
Kansas
$3.98M +$62.3K +1,061 +2%
HFS
431
Hantz Financial Services
Michigan
$3.97M +$356K +6,057 +9%
Parallax Volatility Advisers
432
Parallax Volatility Advisers
California
$3.92M +$3.6M +61,257 +656%
LFAS
433
Level Four Advisory Services
Texas
$3.9M +$306K +5,211 +8%
TNBTD
434
Trustmark National Bank Trust Department
Mississippi
$3.86M -$94.5K -1,609 -2%
SWMG
435
Signature Wealth Management Group
Georgia
$3.86M -$56.6K -964 -1%
PPW
436
Parcion Private Wealth
Washington
$3.84M +$8.81K +150 +0.2%
CANC
437
Culbertson A N & Co
Virginia
$3.83M +$5.58K +95 +0.1%
JIP
438
Jaffetilchin Investment Partners
Florida
$3.83M +$2.14M +36,386 +97%
PI
439
PGGM Investments
Netherlands
$3.81M +$3.45M +58,722 +595%
PSUF
440
People's United Financial
Connecticut
$3.77M +$331K +5,629 +9%
RWA
441
River Wealth Advisors
Pennsylvania
$3.71M -$154K -2,625 -4%
SCM
442
Salem Capital Management
Massachusetts
$3.7M +$417K +7,101 +12%
VWM
443
Valley Wealth Managers
New Jersey
$3.69M +$377K +6,411 +11%
CBB
444
Citizens Business Bank
California
$3.69M +$2.47M +42,030 +172%
MAM
445
Meeder Asset Management
Ohio
$3.69M +$5.82K +99 +0.1%
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$3.63M +$64.9K +1,104 +2%
CT
447
Coastline Trust
Rhode Island
$3.59M +$77.2K +1,315 +2%
MIM
448
Marco Investment Management
Georgia
$3.58M +$692K +11,775 +22%
GLLW
449
Graves Light Lenhart Wealth
Virginia
$3.57M -$31K -527 -0.8%
GIM
450
Goelzer Investment Management
Indiana
$3.56M +$1.24M +21,091 +49%

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.