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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
RPC
551
Rossmore Private Capital
Connecticut
$2.21M +$85.1K +1,448 +4%
CIA
552
Capital Investment Advisors
Georgia
$2.18M +$210K +3,575 +10%
SAM
553
Sompo Asset Management
Japan
$2.17M -$769K -13,090 -25%
SCM
554
Silvant Capital Management
Georgia
$2.17M +$2.18M +37,063 +1,819%
IA
555
Icon Advisers
Colorado
$2.17M +$2.3M +39,100 New
PCM
556
Parsons Capital Management
Rhode Island
$2.17M -$8.81K -150 -0.4%
BHC
557
Bowen Hanes & Co
Florida
$2.16M -$5.87K -100 -0.3%
ACA
558
Anchor Capital Advisors
Massachusetts
$2.16M -$88.7K -1,510 -4%
OF
559
Outfitter Financial
Maine
$2.15M +$39.1K +665 +2%
CBN
560
Cadence Bank NA
Texas
$2.14M -$57K -971 -2%
SWM
561
Spire Wealth Management
Virginia
$2.13M +$68.4K +1,164 +3%
CNC
562
Citizens & Northern Corp
Pennsylvania
$2.13M -$133K -2,261 -6%
HPC
563
HM Payson & Co
Maine
$2.12M -$47.1K -801 -2%
RCA
564
Resonant Capital Advisors
Wisconsin
$2.12M +$18.9K +322 +0.9%
NRS
565
Neville Rodie & Shaw
New York
$2.11M -$99.9K -1,700 -4%
CB
566
Community Bank
New York
$2.11M +$17.3K +295 +0.8%
IRF
567
IBM Retirement Fund
New York
$2.1M -$474K -8,076 -18%
BCM
568
Bayesian Capital Management
New York
$2.1M +$2.23M +37,900 New
WAOTB
569
Wealth Advisors of Tampa Bay
Florida
$2.1M -$72.6K -1,236 -3%
IBOK
570
Independence Bank of Kentucky
Kentucky
$2.1M +$106K +1,796 +5%
AC
571
Allstate Corporation
Illinois
$2.09M -$142K -2,416 -6%
MYAM
572
Meiji Yasuda Asset Management
Japan
$2.08M -$13.5K -230 -0.6%
William Blair & Company
573
William Blair & Company
Illinois
$2.06M -$929K -15,810 -30%
SAM
574
Silvercrest Asset Management
New York
$2.03M -$123K -2,101 -5%
JWCA
575
J.W. Cole Advisors
Florida
$2.03M +$436K +7,420 +25%

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.