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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
BMA
451
Brooks Moore & Associates
Tennessee
$3.56M +$177K +3,015 +5%
AIM
452
Anchor Investment Management
South Carolina
$3.54M +$49.1K +835 +1%
PCA
453
Providence Capital Advisors
North Carolina
$3.54M +$464K +7,900 +14%
VCA
454
Verdence Capital Advisors
Maryland
$3.51M -$27.1K -461 -0.7%
SSA
455
Schonfeld Strategic Advisors
New York
$3.49M +$224K +3,811 +6%
SG Americas Securities
456
SG Americas Securities
New York
$3.48M -$1.85M -31,458 -33%
BIMC
457
Benson Investment Management Company
Virginia
$3.47M +$83.4K +1,420 +2%
BBNA
458
Bremer Bank National Association
Minnesota
$3.47M +$147K +2,498 +4%
Twin Tree Management
459
Twin Tree Management
Texas
$3.44M +$3.64M +62,005 New
TRCT
460
Tower Research Capital (TRC)
New York
$3.42M -$3.69M -62,850 -50%
BCA
461
Bray Capital Advisors
Florida
$3.4M +$75.8K +1,291 +2%
NMIMC
462
Northwestern Mutual Investment Management Company
Wisconsin
$3.39M -$59 -1 -0%
OPTFSNA
463
Old Point Trust & Financial Services N A
Virginia
$3.37M -$79.3K -1,350 -2%
BIAS
464
Beacon Investment Advisory Services
New Jersey
$3.37M +$110K +1,875 +3%
SFA
465
Sequoia Financial Advisors
Ohio
$3.3M +$711K +12,104 +26%
DHFB
466
Dixon Hubard Feinour & Brown
Virginia
$3.28M -$3.64M -61,952 -51%
SFA
467
Souders Financial Advisors
Ohio
$3.28M -$546K -9,296 -14%
WGA
468
Weather Gauge Advisory
Virginia
$3.26M -$56.6K -963 -2%
PWS
469
Peloton Wealth Strategists
Indiana
$3.26M +$587K +9,985 +20%
SNT
470
Security National Trust
West Virginia
$3.23M +$869K +14,790 +34%
CICI
471
Capital Investment Counsel Inc
North Carolina
$3.23M -$20.6K -350 -0.6%
ONST
472
Old North State Trust
North Carolina
$3.22M +$53K +903 +2%
CA
473
Continental Advisors
Utah
$3.2M
LWANC
474
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.2M +$7.64K +130 +0.2%
CIC
475
Cornercap Investment Counsel
Georgia
$3.17M -$127K -2,160 -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.