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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
JCM
751
Jacobi Capital Management
Pennsylvania
$925K +$18K +306 +2%
TAIM
752
TD Ameritrade Investment Management
Nebraska
$917K +$111K +1,885 +13%
OIA
753
Optimum Investment Advisors
Illinois
$912K -$30.4K -518 -3%
BJL
754
Brighton Jones LLC
Washington
$909K +$6.99K +119 +0.7%
HVIA
755
Hudson Valley Investment Advisors
New York
$903K -$126K -2,145 -12%
PAS
756
Park Avenue Securities
New York
$899K -$96.3K -1,639 -9%
NCM
757
Novare Capital Management
North Carolina
$893K +$30.8K +524 +3%
EF
758
Empirical Finance
Pennsylvania
$892K +$137K +2,336 +17%
TFS
759
TrustCore Financial Services
Tennessee
$889K +$411 +7 +0%
CT
760
Caldwell Trust
Florida
$886K +$20.1K +342 +2%
HW
761
Hancock Whitney
Mississippi
$876K +$486K +8,276 +110%
ACWM
762
Adams Chetwood Wealth Management
North Carolina
$872K -$130K -2,207 -12%
CCM
763
Canal Capital Management
Virginia
$870K -$48.8K -831 -5%
MWM
764
Modera Wealth Management
New Jersey
$868K -$34.5K -588 -4%
LCM
765
Leisure Capital Management
California
$862K +$14.9K +253 +2%
MMHP
766
Murphy Middleton Hinkle & Parker
Georgia
$858K -$17.2K -293 -2%
FCA
767
FLC Capital Advisors
California
$855K
NL
768
NVWM LLC
Pennsylvania
$844K +$20.4K +348 +2%
RMC
769
Resources Management Corp
Connecticut
$844K +$62.3K +1,061 +8%
GCM
770
Galibier Capital Management
Ontario, Canada
$841K -$14.6K -248 -2%
OA
771
Oak Associates
Ohio
$840K -$149K -2,533 -14%
WA
772
WestEnd Advisors
North Carolina
$832K
CM
773
Cornerstone Management
Georgia
$830K
MFG
774
Monte Financial Group
Connecticut
$829K -$3.82K -65 -0.4%
CGL
775
Clarius Group LLC
Washington
$826K +$9.75K +166 +1%

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.