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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
EAM
51
Eagle Asset Management
Florida
$167M +$14M +238,663 +9%
Bessemer Group
52
Bessemer Group
New Jersey
$163M +$6.85M +116,640 +4%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$158M +$511K +8,698 +0.3%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$152M +$45.9M +780,632 +40%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$152M +$31.6M +538,177 +24%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$141M -$123M -2,101,046 -45%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$135M -$5.15M -87,718 -3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$132M -$5.26M -89,603 -4%
Federated Hermes
59
Federated Hermes
Pennsylvania
$129M +$1.8M +30,576 +1%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128M -$105K -1,794 -0.1%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$127M +$47M +800,144 +54%
EIP
62
Epoch Investment Partners
New York
$125M -$10.3M -174,633 -7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$124M -$6.5M -110,570 -5%
CS
64
Credit Suisse
Switzerland
$113M -$14.5M -246,320 -11%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$111M +$118M +2,002,485 New
Victory Capital Management
66
Victory Capital Management
Texas
$108M +$618K +10,526 +0.5%
National Pension Service
67
National Pension Service
South Korea
$99.2M +$1.04M +17,695 +1%
ACM
68
Argent Capital Management
Missouri
$96.7M -$1.39M -23,696 -1%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$95.5M +$9.44M +160,629 +10%
AllianceBernstein
70
AllianceBernstein
Tennessee
$95.1M -$2.48M -42,154 -2%
DC
71
Davenport & Co
Virginia
$94.7M +$8.95M +152,364 +10%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$92.9M -$2.2M -37,496 -2%
Principal Financial Group
73
Principal Financial Group
Iowa
$90M +$1.54M +26,224 +2%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$89.1M +$6.18M +105,133 +7%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$87.7M -$9.18M -156,297 -9%

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.