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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
BA
1001
Ballew Advisors
Mississippi
$390K -$419K -7,127 -50%
GIA
1002
Guyasuta Investment Advisors
Pennsylvania
$389K
CIBC World Market
1003
CIBC World Market
Ontario, Canada
$388K -$26.1K -445 -6%
ST
1004
Smithfield Trust
Pennsylvania
$381K +$3K +51 +0.7%
SHA
1005
Seneca House Advisors
Virginia
$380K +$15.9K +270 +4%
ACM
1006
AUA Capital Management
Pennsylvania
$379K
SMA
1007
Sage Mountain Advisors
Georgia
$379K +$9.52K +162 +2%
SPC
1008
Sigma Planning Corp
Michigan
$375K -$16.3K -277 -4%
GEA
1009
Glen Eagle Advisors
New Jersey
$373K +$79.6K +1,355 +25%
FNBT
1010
FineMark National Bank & Trust
Florida
$372K -$5.23K -89 -1%
GL
1011
Graypoint LLC
New York
$372K +$21K +357 +6%
GSIS
1012
Global Strategic Investment Solutions
Arizona
$371K +$2.88K +49 +0.7%
AWM
1013
Absher Wealth Management
North Carolina
$367K -$43.8K -745 -10%
CWP
1014
Curated Wealth Partners
California
$366K +$41.9K +713 +12%
BCP
1015
Berkeley Capital Partners
Georgia
$365K -$21.4K -365 -5%
IMRF
1016
Illinois Municipal Retirement Fund
Illinois
$365K
LRPA
1017
L. Roy Papp & Associates
Arizona
$365K
Fisher Asset Management
1018
Fisher Asset Management
Washington
$363K +$56.9K +969 +17%
PCP
1019
Proficio Capital Partners
Massachusetts
$362K -$102K -1,735 -21%
BWAM
1020
Boyd Watterson Asset Management
Ohio
$362K +$18.3K +311 +5%
OR
1021
Olympiad Research
Connecticut
$361K -$8.17K -139 -2%
PFBT
1022
Parkside Financial Bank & Trust
Missouri
$361K -$1.88K -32 -0.5%
FMLI
1023
Fukoku Mutual Life Insurance
Japan
$361K
MFW
1024
Meristem Family Wealth
Minnesota
$359K +$149K +2,536 +42%
FLI
1025
Family Legacy Inc
South Carolina
$356K -$470 -8 -0.1%

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.