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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
PFS
801
Prospera Financial Services
Texas
$743K +$25.6K +436 +3%
GT
802
Greenleaf Trust
Michigan
$739K +$28.6K +487 +4%
CI
803
Conning Inc
Connecticut
$738K -$148K -2,514 -16%
PI
804
Pettee Investors
Connecticut
$733K
GC
805
Gratus Capital
Georgia
$732K +$90.3K +1,537 +13%
EIA
806
Eastover Investment Advisors
North Carolina
$731K -$9.4K -160 -1%
SACTSONJ
807
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$728K
BAS
808
Brown Advisory Securities
Maryland
$725K +$170K +2,900 +29%
CPA
809
Court Place Advisors
Maryland
$723K
CIC
810
Chilton Investment Company
Connecticut
$719K
AFAS
811
Acorn Financial Advisory Services
Virginia
$719K +$23.4K +399 +3%
LWMM
812
Legacy Wealth Management (Mississippi)
Mississippi
$716K -$23.2K -395 -3%
SIAP
813
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$711K +$1.29K +22 +0.2%
SIM
814
Sentry Investment Management
Wisconsin
$707K +$744K +12,670 +18,632%
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$704K -$83.8K -1,426 -10%
EWA
816
EP Wealth Advisors
California
$702K -$146K -2,491 -16%
EWA
817
Exencial Wealth Advisors
Oklahoma
$701K -$284K -4,839 -28%
MYIA
818
Mount Yale Investment Advisors
Colorado
$701K +$7.17K +122 +1%
CNC
819
Canandaigua National Corp
New York
$687K -$4.93K -84 -0.7%
PCM
820
Penserra Capital Management
California
$686K +$105K +1,779 +17%
CCA
821
Cadent Capital Advisors
Oklahoma
$686K +$309K +5,257 +74%
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$684K
OPS
823
Orion Portfolio Solutions
Nebraska
$676K +$53.8K +915 +8%
TAM
824
Trust Asset Management
Texas
$675K +$81.7K +1,390 +13%
SAM
825
Summit Asset Management
Tennessee
$672K -$136K -2,314 -16%

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.