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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
BCWM
826
Bartlett & Co Wealth Management
Ohio
$668K
BC
827
Bartlett & Co
Ohio
$668K
FAM
828
Formidable Asset Management
Ohio
$667K
LWP
829
Lumature Wealth Partners
Georgia
$667K
WCAMG
830
Woodard & Company Asset Management Group
North Carolina
$666K
CPSAC
831
Chas P. Smith & Associates (CPS)
Florida
$657K +$235 +4 +0%
CIC
832
Carnegie Investment Counsel
Ohio
$655K +$71.7K +1,220 +12%
Voloridge Investment Management
833
Voloridge Investment Management
Florida
$651K -$10.9M -184,720 -94%
SWM
834
Sculati Wealth Management
Michigan
$647K
ADL
835
Asset Dedication LLC
California
$646K +$206K +3,515 +43%
HFG
836
Heron Financial Group
New York
$642K
SC
837
Savant Capital
Illinois
$642K +$158K +2,694 +30%
BB
838
Busey Bank
Illinois
$637K +$181K +3,089 +37%
MGWM
839
Marks Group Wealth Management
Minnesota
$636K +$8.87K +151 +1%
OWA
840
Outlook Wealth Advisors
Texas
$636K +$83.5K +1,421 +14%
OAM
841
Optimal Asset Management
California
$635K
CFGS
842
Concourse Financial Group Securities
Alabama
$634K +$74.8K +1,273 +13%
ESB
843
Essex Savings Bank
Connecticut
$630K -$1.06K -18 -0.2%
NSB
844
Norway Savings Bank
Maine
$630K +$55.4K +943 +9%
EAM
845
Erste Asset Management
Austria
$630K +$669K +11,390 New
AL
846
Aspiriant LLC
California
$629K +$153K +2,601 +30%
FPWM
847
FSB Premier Wealth Management
Iowa
$628K -$21.5K -366 -3%
BFO
848
Biltmore Family Office
North Carolina
$626K -$171K -2,906 -20%
MCM
849
MAI Capital Management
Ohio
$624K -$17.3K -295 -3%
CM
850
Capula Management
Cayman Islands
$623K +$659K +11,218 New

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.