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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
GCC
626
Game Creek Capital
Massachusetts
$1.58M -$242K -4,125 -13%
BCV
627
Banque Cantonale Vaudoise
Switzerland
$1.56M -$103K -1,760 -6%
UAS
628
United Asset Strategies
New York
$1.56M +$62.7K +1,068 +4%
BRWA
629
B. Riley Wealth Advisors
Florida
$1.55M +$307K +5,226 +23%
SFI
630
Siemens Fonds Invest
Germany
$1.55M +$199K +3,396 +14%
MIM
631
MTM Investment Management
South Carolina
$1.53M +$59.3K +1,009 +4%
APA
632
American Portfolios Advisors
New York
$1.53M -$87.4K -1,487 -5%
SCA
633
Snowden Capital Advisors
New York
$1.52M +$154K +2,625 +11%
NERM
634
New England Research & Management
Illinois
$1.52M
KA
635
Kintegral Advisory
New York
$1.51M
VRM
636
Vectors Research Management
New York
$1.51M +$1.4M +23,878 +718%
HC
637
HNP Capital
New York
$1.51M +$1.6M +27,205 New
IAMOG
638
Investors Asset Management of Georgia
Georgia
$1.51M -$34.7K -590 -2%
Wolverine Trading
639
Wolverine Trading
Illinois
$1.5M -$338K -5,746 -17%
Cetera Investment Advisers
640
Cetera Investment Advisers
Illinois
$1.5M +$203K +3,457 +15%
TTWM
641
TCV Trust & Wealth Management
Virginia
$1.49M -$33.7K -574 -2%
CB
642
CNB Bank
Pennsylvania
$1.48M +$111K +1,895 +8%
FTDI
643
First Trust Direct Indexing
Massachusetts
$1.48M +$286K +4,870 +22%
CTC
644
Central Trust Company
Missouri
$1.47M -$12.9K -220 -0.8%
AAS
645
Avantax Advisory Services
Texas
$1.47M +$141K +2,401 +10%
IRC
646
Investors Research Corp
Georgia
$1.46M
TIM
647
Thompson Investment Management
Wisconsin
$1.46M
SLI
648
Sumitomo Life Insurance
Japan
$1.46M -$235K -4,001 -13%
AMIM
649
Aull & Monroe Investment Management
Alabama
$1.44M
RC
650
RBF Capital
California
$1.44M

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.