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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
SJL
851
Shayne & Jacobs LLC
Tennessee
$621K
PL
852
Parthenon LLC
Kentucky
$617K
MWM
853
Marietta Wealth Management
Georgia
$616K
AII
854
AGF Investments Inc
Ontario, Canada
$615K -$16.9K -288 -3%
BP
855
Ballentine Partners
Massachusetts
$614K +$4.05K +69 +0.6%
EWM
856
Evermay Wealth Management
Virginia
$613K +$313K +5,320 +93%
SP
857
Symmetry Partners
Connecticut
$608K -$76K -1,294 -11%
CRI
858
Colonial River Investments
Virginia
$607K -$3.47K -59 -0.5%
RIA
859
Realta Investment Advisors
Delaware
$603K +$1.12K +19 +0.2%
IWC
860
Integrated Wealth Concepts
Massachusetts
$602K +$28.7K +489 +5%
AWMT
861
AAFMAA Wealth Management & Trust
North Carolina
$601K
B
862
Barings
North Carolina
$599K -$567K -9,648 -47%
HH
863
Hilltop Holdings
Texas
$599K +$83.5K +1,421 +15%
CA
864
CSM Advisors
Pennsylvania
$599K +$634K +10,791 New
NRA
865
NSI Retail Advisors
Pennsylvania
$599K +$634K +10,791 New
VPIM
866
Vanguard Personalized Indexing Management
California
$598K +$89.2K +1,519 +16%
AWM
867
Altavista Wealth Management
North Carolina
$595K
TMAM
868
Tokio Marine Asset Management
Japan
$594K +$71.9K +1,224 +13%
IA
869
IFP Advisors
Florida
$589K -$142K -2,409 -19%
PMAS
870
PNC Managed Account Solutions
Texas
$589K +$624K +10,621 New
GRQ
871
Gardner Russo & Quinn
Pennsylvania
$588K +$2.41K +41 +0.4%
AWM
872
Altium Wealth Management
New York
$586K +$32.6K +555 +6%
VCM
873
Virtue Capital Management
Tennessee
$584K -$646 -11 -0.1%
EHWM
874
Eads & Heald Wealth Management
Georgia
$584K +$49.9K +850 +9%
GIA
875
Gladstone Institutional Advisory
Florida
$583K +$617K +10,510 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.