We are live on ! Find out more
TFC icon

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
QT
1101
Quantamental Technologies
New York
$268K +$283K +4,825 New
FIM
1102
Freedom Investment Management
Connecticut
$267K +$31.7K +540 +13%
CFO
1103
CVA Family Office
Colorado
$267K +$174K +2,956 +160%
ECML
1104
Eagle Capital Management (Louisiana)
Louisiana
$266K
TIA
1105
Tiemann Investment Advisors
California
$266K
TAM
1106
Tocqueville Asset Management
New York
$265K -$30K -511 -10%
EM
1107
Excalibur Management
Massachusetts
$264K +$9.99K +170 +4%
MF
1108
Manchester Financial
California
$263K
HFBOT
1109
Home Federal Bank of Tennessee
Tennessee
$259K -$129K -2,201 -32%
ATPW
1110
Ashton Thomas Private Wealth
Arizona
$258K +$235 +4 +0.1%
XF
1111
XML Financial
Maryland
$257K +$940 +16 +0.3%
CBTWT
1112
Community Bank & Trust (Waco, Texas)
Texas
$257K +$13.5K +230 +5%
HC
1113
Henshaw Capital
Massachusetts
$256K -$58.1K -989 -18%
WJWM
1114
Williams Jones Wealth Management
New York
$256K +$2.7K +46 +1%
LC
1115
Lindbrook Capital
California
$256K +$5.93K +101 +2%
KFP
1116
KB Financial Partners
New Jersey
$255K -$67.2K -1,144 -20%
AWM
1117
Aevitas Wealth Management
Massachusetts
$255K +$822 +14 +0.3%
GP
1118
Girard Partners
Pennsylvania
$254K -$103K -1,760 -28%
PWLP
1119
Prio Wealth Limited Partnership
Massachusetts
$254K -$50.2K -855 -16%
HR
1120
Hayden Royal
North Carolina
$254K -$23.2K -395 -8%
AWA
1121
ARS Wealth Advisors
Florida
$254K +$1.53K +26 +0.6%
RWA
1122
Ropes Wealth Advisors
Massachusetts
$254K +$269K +4,574 New
SFG
1123
Summit Financial Group
West Virginia
$252K
SB
1124
Strategic Blueprint
Georgia
$252K +$20.3K +345 +8%
LIA
1125
LS Investment Advisors
Michigan
$251K -$2.02M -34,302 -88%

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.