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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
UBV
526
United Bank (Virginia)
Virginia
$2.59M
TCOT
527
Trust Company of Toledo
Ohio
$2.58M +$128K +2,181 +5%
SFA
528
Semmax Financial Advisors
North Carolina
$2.58M +$111K +1,891 +4%
ZIC
529
ZWJ Investment Counsel
Georgia
$2.57M -$581K -9,883 -18%
V
530
Veritable
Delaware
$2.55M -$114K -1,947 -4%
PRC
531
Pearl River Capital
Michigan
$2.54M -$936K -15,933 -26%
GT
532
Glenmede Trust
Pennsylvania
$2.42M +$185K +3,144 +8%
HCM
533
Hengehold Capital Management
Ohio
$2.41M +$477K +8,120 +23%
MSAM
534
Moloney Securities Asset Management
Missouri
$2.41M +$139K +2,365 +6%
WCM
535
Whitener Capital Management
North Carolina
$2.41M +$238K +4,048 +10%
HIC
536
Holderness Investments Company
North Carolina
$2.39M +$80.7K +1,374 +3%
ACP
537
Arcus Capital Partners
Georgia
$2.35M -$43.8K -746 -2%
CAMG
538
CWA Asset Management Group
Florida
$2.34M +$1.29K +22 +0.1%
PPWP
539
Proquility Private Wealth Partners
Nevada
$2.34M +$60.4K +1,028 +3%
BCM
540
Buckhead Capital Management
Georgia
$2.34M -$72.7K -1,237 -3%
CI
541
Cigna Investments
Connecticut
$2.33M -$376K -6,397 -13%
APF
542
Alaska Permanent Fund
Alaska
$2.33M -$881K -15,000 -26%
MCM
543
Monument Capital Management
Virginia
$2.31M +$2.44M +41,547 New
HT
544
Heritage Trust
Oklahoma
$2.29M +$127K +2,159 +6%
PFS
545
Physicians Financial Services
North Carolina
$2.29M -$68K -1,157 -3%
NB
546
Norinchukin Bank
Japan
$2.27M -$35.7K -608 -1%
KCM
547
Kempner Capital Management
Texas
$2.23M
ECM
548
Everence Capital Management
Indiana
$2.23M +$439K +7,480 +23%
WG
549
Watchman Group
Texas
$2.22M -$18.3K -311 -0.8%
SM
550
Salzhauer Michael
$2.22M

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.