We are live on ! Find out more
TFC icon

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
LS
676
Livforsakringsbolaget Skandia
Sweden
$1.25M +$159K +2,700 +14%
LCM
677
Laurion Capital Management
New York
$1.25M -$20.9M -355,717 -94%
CCM
678
Copeland Capital Management
Pennsylvania
$1.25M -$20.2K -344 -2%
PCM
679
Prelude Capital Management
New York
$1.25M +$1.32M +22,508 New
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$1.25M +$46.9K +798 +4%
AWM
681
Atticus Wealth Management
Florida
$1.25M -$1.18K -20 -0.1%
WIC
682
Woodmont Investment Counsel
Tennessee
$1.24M -$367K -6,246 -22%
BFEC
683
Benjamin F. Edwards & Company
Missouri
$1.24M -$10.3K -176 -0.8%
FHB
684
First Hawaiian Bank
Hawaii
$1.23M -$301K -5,119 -19%
MWM
685
Meridian Wealth Management
Kentucky
$1.23M +$73.8K +1,256 +6%
SC
686
Searle & Co
Connecticut
$1.23M
IA
687
IndexIQ Advisors
New York
$1.23M +$34.6K +589 +3%
BS
688
Boenning & Scattergood
Pennsylvania
$1.22M +$600K +10,212 +87%
BWM
689
BCS Wealth Management
Tennessee
$1.22M -$12.6K -215 -1%
P
690
Pitcairn
Pennsylvania
$1.22M -$21K -357 -2%
CS
691
Comerica Securities
Michigan
$1.21M +$39.6K +674 +3%
QI
692
QS Investors
New York
$1.21M +$90.3K +1,537 +8%
UTC
693
Unified Trust Company
Kentucky
$1.21M
DCM
694
Dupont Capital Management
Delaware
$1.2M +$32.5K +554 +3%
SB
695
Simmons Bank
Arkansas
$1.2M +$76.8K +1,307 +6%
HBT
696
Hills Bank & Trust
Iowa
$1.16M +$63.4K +1,079 +5%
ACA
697
Atlas Capital Advisors
Wyoming
$1.16M -$11K -188 -0.9%
SWM
698
Selective Wealth Management
Virginia
$1.16M -$5.52K -94 -0.4%
LNC
699
Lincoln National Corp
Pennsylvania
$1.16M +$128K +2,186 +12%
IB
700
Intrust Bank
Kansas
$1.15M -$55.8K -950 -4%

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.