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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
RIM
576
Redpoint Investment Management
Australia
$2.02M +$39.1K +665 +2%
BDS
577
Banco de Sabadell
Florida
$2M +$625K +10,631 +42%
SIA
578
Sit Investment Associates
Minnesota
$1.97M +$294K +5,010 +16%
FB
579
Fulton Bank
Pennsylvania
$1.96M +$17K +290 +0.8%
HW
580
Hedeker Wealth
Illinois
$1.95M +$2.07M +35,156 New
KRSITF
581
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.94M -$183K -3,110 -8%
GIA
582
GHP Investment Advisors
Colorado
$1.93M +$16.7K +285 +0.8%
TF
583
TIAA FSB
Florida
$1.92M +$479K +8,161 +31%
BCM
584
Banyan Capital Management
Georgia
$1.91M -$40.5K -690 -2%
CSM
585
CAMG Solamere Management
North Carolina
$1.91M
CIAS
586
Capital Investment Advisory Services
North Carolina
$1.9M -$218K -3,718 -10%
CII
587
Capital International Inc
California
$1.9M -$612K -10,418 -23%
TW
588
Transform Wealth
Colorado
$1.9M +$1.42M +24,227 +244%
WAM
589
World Asset Management
Michigan
$1.89M -$117K -1,985 -6%
S
590
SignatureFD
Georgia
$1.89M +$104K +1,768 +5%
SJIM
591
St. Johns Investment Management
Florida
$1.86M +$17.2K +293 +0.9%
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$1.86M +$169K +2,874 +9%
ZB
593
Zions Bancorporation
Utah
$1.86M +$422K +7,181 +27%
BWL
594
Bogart Wealth LLC
Virginia
$1.85M +$387K +6,593 +25%
SPIA
595
Steward Partners Investment Advisory
New York
$1.84M -$290K -4,936 -13%
MA
596
MCF Advisors
Kentucky
$1.83M -$37.5K -638 -2%
CFB
597
Cullen/Frost Bankers
Texas
$1.82M -$42.8K -728 -2%
WHG
598
Westwood Holdings Group
Texas
$1.82M -$1.32M -22,551 -41%
ICG
599
InterOcean Capital Group
Tennessee
$1.81M +$11.4K +194 +0.6%
XSC
600
X-Square Capital
Puerto Rico
$1.8M +$424K +7,223 +29%

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.