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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
GC
976
Gilbert & Cook
Iowa
$415K +$25K +425 +6%
LSPW
977
Lake Street Private Wealth
Illinois
$415K +$134K +2,279 +45%
JFGIW
978
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$411K
SAA
979
Southeast Asset Advisors
Georgia
$411K
SEIA
980
Signature Estate & Investment Advisors
California
$410K -$1.53K -26 -0.4%
WWM
981
Western Wealth Management
Colorado
$409K +$432K +7,352 New
AAM
982
Augustine Asset Management
Florida
$406K -$216K -3,676 -33%
HSA
983
HBK Sorce Advisory
Pennsylvania
$406K +$705 +12 +0.2%
PFWA
984
Paces Ferry Wealth Advisors
Georgia
$406K +$1.65K +28 +0.4%
RPG
985
Resource Planning Group
Georgia
$405K
DWM
986
Doyle Wealth Management
Florida
$405K +$705 +12 +0.2%
BHWM
987
Bar Harbor Wealth Management
New Hampshire
$403K -$15.9K -271 -4%
WSCM
988
Wellington Shields Capital Management
New York
$402K
NGA
989
Naples Global Advisors
Florida
$399K +$587 +10 +0.1%
LI
990
Lafayette Investments
Maryland
$397K +$109K +1,849 +35%
PH
991
Pinnacle Holdings
Oklahoma
$396K
NJBEST
992
New Jersey Better Educational Savings Trust
New Jersey
$395K
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$394K -$117 -2 -0%
SAMT
994
Select Asset Management & Trust
Pennsylvania
$394K
APG
995
Abacus Planning Group
South Carolina
$393K
CCWA
996
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$393K +$416K +7,085 New
SP
997
Successful Portfolios
Florida
$392K -$1.47K -25 -0.4%
QCG
998
Quadrant Capital Group
Ohio
$391K +$24K +408 +6%
FCB
999
First Command Bank
Texas
$391K +$66.6K +1,133 +19%
FCFS
1000
First Command Financial Services
Texas
$391K +$66.6K +1,133 +19%

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.