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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
FBB
1076
Fulton Breakefield Broenniman
Maryland
$298K -$36K -612 -10%
VA
1077
Valmark Advisers
Ohio
$297K -$12.9K -219 -4%
MKA
1078
M. Kulyk & Associates
Georgia
$297K
WPC
1079
White Pine Capital
Minnesota
$297K
FHA
1080
Flagship Harbor Advisors
Massachusetts
$296K -$235 -4 -0.1%
KPW
1081
Kore Private Wealth
New York
$295K +$29.3K +499 +10%
OC
1082
Oakworth Capital
Alabama
$294K +$9.52K +162 +3%
PMG
1083
ProVise Management Group
Florida
$288K -$4.52K -77 -1%
EWM
1084
EPG Wealth Management
Georgia
$288K +$63K +1,072 +26%
AIC
1085
Ameritas Investment Company
Nebraska
$287K -$161K -2,744 -40%
SG
1086
StoneX Group
New York
$287K +$36.5K +621 +14%
BFM
1087
Boothbay Fund Management
New York
$286K +$303K +5,158 New
MS
1088
Maven Securities
Jersey
$284K +$301K +5,119 New
MSA
1089
Marino Stram & Associates
Massachusetts
$283K -$350K -5,960 -54%
YWP
1090
YorkBridge Wealth Partners
New York
$283K
SWA
1091
Sutton Wealth Advisors
Florida
$281K
BWP
1092
BSW Wealth Partners
Colorado
$281K +$63.6K +1,083 +27%
PA
1093
Procyon Advisors
Connecticut
$281K +$297K +5,057 New
SA
1094
Stewardship Advisors
Pennsylvania
$278K
HA
1095
HC Advisors
Georgia
$275K +$117 +2 +0%
PFGIA
1096
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$58.3K +992 +25%
AW
1097
Alaethes Wealth
Nevada
$274K
JLBC
1098
J.L. Bainbridge & Co
Florida
$273K
ECM
1099
Evergreen Capital Management
Washington
$272K +$59 +1 +0%
GBT
1100
Grove Bank & Trust
Florida
$268K +$23.4K +398 +9%

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.