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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
CF
1051
Centaurus Financial
California
$328K +$33.3K +566 +11%
AFA
1052
Arlington Financial Advisors
California
$324K
AA
1053
ALPS Advisors
Colorado
$323K
EIA
1054
Edgemoor Investment Advisors
Maryland
$322K -$1.82K -31 -0.5%
MHC
1055
Meyer Handelman Company
New York
$322K
RTC
1056
Riverview Trust Company
Washington
$321K -$7.23K -123 -2%
HI
1057
Hudock Inc
Pennsylvania
$321K +$144K +2,457 +74%
IA
1058
IFG Advisory
Georgia
$317K -$273K -4,644 -45%
TW
1059
TrinityPoint Wealth
Connecticut
$317K
MFP
1060
Meridian Financial Partners
Virginia
$316K -$2.53K -43 -0.7%
TFA
1061
Toth Financial Advisory
Virginia
$316K +$59 +1 +0%
PI
1062
Putnam Investments
Massachusetts
$314K
MAG
1063
Mayfair Advisory Group
Alabama
$314K +$3.64K +62 +1%
TAM
1064
Townsend Asset Management
North Carolina
$313K -$21.1K -360 -6%
WDC
1065
Woodward Diversified Capital
California
$312K +$37.2K +633 +13%
EWM
1066
Evercore Wealth Management
New York
$311K -$730K -12,430 -69%
IA
1067
Insight Advisors
Pennsylvania
$311K -$3.52K -60 -1%
HFM
1068
Hartford Financial Management
Connecticut
$308K
IF
1069
Intrua Financial
Texas
$307K +$76.4K +1,300 +33%
GB
1070
Goepper Burkhardt
South Carolina
$305K +$2.94K +50 +0.9%
PIMG
1071
Patriot Investment Management Group
Tennessee
$305K +$11.8K +201 +4%
ACP
1072
Aviance Capital Partners
Florida
$304K
BP
1073
BBR Partners
New York
$301K -$9.81K -167 -3%
AWAP
1074
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$300K
QTM
1075
qPULA Trading Management
New York
$300K +$317K +5,400 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.