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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
UBS Group
26
UBS Group
Switzerland
$366M +$21.5M +365,281 +6%
UBS AM
27
UBS AM
Illinois
$365M +$109M +1,850,288 +39%
N
28
Nuveen
North Carolina
$363M -$102M -1,739,089 -21%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$362M -$91.1M -1,551,036 -19%
American Century Companies
30
American Century Companies
Missouri
$361M -$27.1M -461,032 -7%
Truist Financial
31
Truist Financial
North Carolina
$311M +$1.11M +18,856 +0.3%
Goldman Sachs
32
Goldman Sachs
New York
$304M +$31.8M +541,009 +11%
Wells Fargo
33
Wells Fargo
California
$294M -$38.7M -658,127 -11%
Morgan Stanley
34
Morgan Stanley
New York
$276M -$24.5M -416,532 -8%
PPA
35
Parametric Portfolio Associates
Washington
$267M +$2.77M +47,202 +1%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$251M -$50.3M -856,506 -16%
BAM
37
Burgundy Asset Management
Ontario, Canada
$232M -$9.63M -163,951 -4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$232M -$6.17M -104,975 -2%
Ameriprise
39
Ameriprise
Minnesota
$224M +$16.7M +283,840 +8%
KBC Group
40
KBC Group
Belgium
$213M +$20.1M +341,378 +10%
RJA
41
Raymond James & Associates
Florida
$212M +$8.62M +146,801 +4%
Stifel Financial
42
Stifel Financial
Missouri
$202M +$2.34M +39,849 +1%
EVM
43
Eaton Vance Management
Massachusetts
$197M -$43.3M -736,867 -17%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$182M -$2.32M -39,408 -1%
CCM
45
Cullen Capital Management
New York
$180M +$5.35M +91,075 +3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$176M -$3.77M -64,140 -2%
Sanders Capital
47
Sanders Capital
Florida
$174M -$1.01M -17,110 -0.5%
Jennison Associates
48
Jennison Associates
New York
$173M +$27.2M +463,515 +17%
APG Asset Management
49
APG Asset Management
Netherlands
$172M -$21.5M -366,400 -9%
Deutsche Bank
50
Deutsche Bank
Germany
$169M -$26.7M -454,608 -13%

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.