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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
KA
1126
Klingman & Associates
New York
$250K -$105K -1,786 -28%
SIMM
1127
Stillwater Investment Management (Minnesota)
Minnesota
$248K +$1.88K +32 +0.7%
BA
1128
Bristlecone Advisors
Washington
$248K +$4.41K +75 +2%
SWIG
1129
Strategic Wealth Investment Group
Kentucky
$247K +$11.4K +194 +5%
RWML
1130
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$245K +$30.5K +519 +13%
CPA
1131
Capital Planning Advisors
California
$245K +$259K +4,410 New
IWA
1132
Intercontinental Wealth Advisors
Texas
$244K +$822 +14 +0.3%
CISOA
1133
Capital Investment Services of America
Wisconsin
$243K
WFI
1134
West Family Investments
California
$243K +$257K +4,376 New
RPA
1135
Rock Point Advisors
Vermont
$241K -$14.7K -250 -5%
NPF
1136
Norris Perne & French
Michigan
$239K -$21K -357 -8%
BFPW
1137
BOK Financial Private Wealth
Colorado
$239K +$50.2K +855 +25%
CSWG
1138
Cardinal Strategic Wealth Guidance
Kentucky
$238K
EN1L
1139
Engine No 1 LLC
California
$238K +$252K +4,297 New
AM
1140
Atwater Malick
Pennsylvania
$237K
GIM
1141
Guild Investment Management
California
$236K
NC
1142
NovaPoint Capital
Georgia
$235K
FMWA
1143
Forvis Mazars Wealth Advisors
Missouri
$235K +$11.9K +202 +5%
EI
1144
Ellevest Inc
New York
$234K +$55K +937 +29%
CM
1145
Capital Management
Virginia
$233K
MIA
1146
MainStreet Investment Advisors
Illinois
$231K +$4.52K +77 +2%
WI
1147
Wedgewood Investors
Pennsylvania
$230K
GWS
1148
Glassman Wealth Services
Virginia
$228K -$20.1K -343 -8%
BAM
1149
Berkshire Asset Management
Pennsylvania
$227K -$25.4K -432 -10%
MCA
1150
Mercer Capital Advisers
New Jersey
$227K

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.