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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
AA
1026
AlphaMark Advisors
Kentucky
$355K -$12.5K -213 -3%
AWM
1027
Avior Wealth Management
Nebraska
$355K
OAM
1028
Occidental Asset Management
California
$355K
AWA
1029
Arkadios Wealth Advisors
Georgia
$353K +$187K +3,191 +100%
NL
1030
NWAM LLC
Washington
$351K -$1.18K -20 -0.3%
CIM
1031
Contravisory Investment Management
Massachusetts
$351K +$6.46K +110 +2%
CIS
1032
Connors Investor Services
Pennsylvania
$351K +$371K +6,320 New
MAFM
1033
Mid Atlantic Financial Management
Pennsylvania
$350K -$21.3K -362 -5%
EL
1034
EMFO LLC
Florida
$350K +$371K +6,315 New
PWM
1035
PBMares Wealth Management
Virginia
$348K -$4.93K -84 -1%
HCM
1036
Hollencrest Capital Management
California
$347K
QPWM
1037
Quadrant Private Wealth Management
Pennsylvania
$346K -$84.6K -1,440 -19%
AFS
1038
Annapolis Financial Services
Maryland
$345K
PCMK
1039
Paragon Capital Management (Kansas)
Kansas
$344K +$6.34K +108 +2%
AF
1040
Advisornet Financial
Minnesota
$344K +$17.9K +304 +5%
CPO
1041
Cerity Partners OCIO
New York
$343K -$3.12M -53,153 -90%
III
1042
Independent Investors Inc
New York
$342K +$23.5K +400 +7%
HWA
1043
HHM Wealth Advisors
Tennessee
$339K
MC
1044
Machina Capital
France
$339K +$358K +6,100 New
FH
1045
FWG Holdings
Florida
$336K +$355K +6,047 New
VC
1046
Veracity Capital
Georgia
$331K -$349K -5,935 -50%
TCM
1047
Tandem Capital Management
New Jersey
$330K +$29.5K +502 +9%
PHK
1048
Point72 Hong Kong
Hong Kong
$329K -$412K -7,012 -54%
HFP
1049
Holistic Financial Partners
Indiana
$329K +$52.6K +896 +18%
SWMG
1050
Strategic Wealth Management Group
Maryland
$328K -$21.8K -371 -6%

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.