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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
OCG
776
Opus Capital Group
Ohio
$813K -$71.8K -1,222 -8%
William Blair Investment Management
777
William Blair Investment Management
Illinois
$812K +$859K +14,631 New
DAS
778
Dynamic Advisor Solutions
Arizona
$810K +$249K +4,246 +41%
RCAG
779
Rehmann Capital Advisory Group
Michigan
$810K -$970K -16,515 -53%
CCG
780
Cypress Capital Group
Florida
$809K -$15K -255 -2%
PTC
781
Private Trust Company
Ohio
$801K +$30.9K +526 +4%
NEAM
782
New England Asset Management
Connecticut
$801K +$711K +12,100 +517%
FSA
783
Fort Sheridan Advisors
Illinois
$799K +$8.22K +140 +1%
RIG
784
Ramiah Investment Group
Wisconsin
$796K -$3.47K -59 -0.4%
E
785
Ergoteles
New York
$794K +$840K +14,303 New
DY
786
Dowling & Yahnke
California
$789K -$22.6K -384 -3%
CTI
787
Community Trust & Investment
Kentucky
$787K
LIM
788
Loudon Investment Management
New Hampshire
$783K +$69.3K +1,180 +9%
WC
789
Westhampton Capital
North Carolina
$776K
PA
790
Parallel Advisors
California
$775K +$53.5K +910 +7%
SCI
791
S&CO Inc
Massachusetts
$771K
NB
792
Northwest Bancshares
Pennsylvania
$766K +$352 +6 +0%
WS
793
Wedbush Securities
California
$764K +$31.1K +530 +4%
WAAG
794
Wealth Alliance Advisory Group
Kansas
$755K -$5.87K -100 -0.7%
LOAMS
795
Lombard Odier Asset Management (Switzerland)
Switzerland
$755K +$339K +5,770 +74%
Lido Advisors
796
Lido Advisors
California
$754K -$394K -6,699 -33%
EH
797
Equitable Holdings
New York
$754K +$167K +2,840 +26%
CWC
798
Carolinas Wealth Consulting
North Carolina
$749K +$98.6K +1,679 +14%
PTC
799
Philadelphia Trust Company
Pennsylvania
$748K -$181K -3,075 -19%
VFA
800
Voya Financial Advisors
Connecticut
$746K -$3.74M -63,717 -83%

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.