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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
TSWM
501
Triangle Securities Wealth Management
North Carolina
$2.88M +$352 +6 +0%
DSA
502
Davis Selected Advisers
Arizona
$2.87M -$1.34M -22,852 -31%
SG
503
Swarthmore Group
Pennsylvania
$2.85M +$3.01M +51,300 New
VFM
504
Viking Fund Management
North Dakota
$2.83M
SC
505
SouthState Corp
Florida
$2.83M +$258K +4,393 +9%
VNA
506
Valley National Advisers
Pennsylvania
$2.82M +$423K +7,207 +17%
SFM
507
Signet Financial Management
New Jersey
$2.8M +$5.82K +99 +0.2%
ANTB
508
AMG National Trust Bank
Colorado
$2.8M -$43.5K -740 -1%
CFN
509
Cordasco Financial Network
Florida
$2.77M -$26.4K -450 -0.9%
IWA
510
IVC Wealth Advisors
Pennsylvania
$2.76M -$6.99K -119 -0.2%
HA
511
Hamel Associates
New Jersey
$2.75M +$361K +6,140 +14%
PG
512
Patten Group
Tennessee
$2.74M +$2.88K +49 +0.1%
PWM
513
PRW Wealth Management
Massachusetts
$2.74M +$2.9M +49,406 New
CA
514
Cornerstone Advisory
Maryland
$2.73M +$1.48M +25,250 +106%
PAG
515
Private Advisor Group
New Jersey
$2.72M +$437K +7,440 +18%
SA
516
Strategic Advisors
New York
$2.69M -$144K -2,450 -5%
TCM
517
Teza Capital Management
Illinois
$2.69M +$2.08M +35,392 +272%
HI
518
Horizon Investments
North Carolina
$2.69M -$1.28M -21,865 -31%
EI
519
Ethic Inc
New York
$2.67M +$995K +16,938 +54%
LDB
520
Lee, Danner & Bass
Tennessee
$2.65M +$22.6K +384 +0.8%
ACM
521
Argyle Capital Management
Pennsylvania
$2.65M
MFS
522
Mirabella Financial Services
United Kingdom
$2.61M +$2.5M +42,618 +954%
AP
523
Advisor Partners
California
$2.61M +$60.7K +1,034 +2%
DADC
524
D.A. Davidson & Co
Montana
$2.6M +$23.2K +395 +0.8%
SLG
525
Stanley-Laman Group
Pennsylvania
$2.59M +$405K +6,901 +17%

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.