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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
RWM
1151
Ritholtz Wealth Management
New York
$226K +$14.9K +253 +7%
AIP
1152
Almanack Investment Partners
Pennsylvania
$225K -$56.7K -965 -19%
FA
1153
FMA Advisory
Pennsylvania
$224K -$93.7K -1,595 -28%
PCG
1154
Private Capital Group
Connecticut
$224K +$29.1K +496 +14%
MGI
1155
MayTech Global Investments
New York
$224K +$237K +4,036 New
T
1156
TOBAM
France
$223K -$43.1K -734 -15%
RB
1157
Renasant Bank
Mississippi
$222K -$3.17K -54 -1%
MHIC
1158
Marble Harbor Investment Counsel
Massachusetts
$222K
TB
1159
Terril Brothers
Missouri
$220K -$26.6M -453,590 -99%
CT
1160
Columbia Trust
Oregon
$219K +$1.41K +24 +0.6%
DOA
1161
D'Orazio & Associates
Virginia
$217K
Members Trust
1162
Members Trust
Florida
$217K
Assenagon Asset Management
1163
Assenagon Asset Management
Luxembourg
$216K -$17.4M -295,790 -99%
FA
1164
Fermata Advisors
California
$216K +$228K +3,885 New
BWA
1165
Burt Wealth Advisors
Maryland
$215K
PWP
1166
Principle Wealth Partners
Connecticut
$214K
IC
1167
Inscription Capital
Texas
$214K +$226K +3,850 New
CHA
1168
Carmichael Hill & Associates
Maryland
$213K -$8.05K -137 -3%
MI
1169
Moneywise Inc
Virginia
$213K
ETC
1170
Exchange Traded Concepts
Oklahoma
$212K -$2.29M -39,012 -91%
ODCM
1171
Old Dominion Capital Management
Virginia
$212K
WA
1172
Waverly Advisors
Alabama
$212K +$217K +3,698 New
FMT
1173
First Mercantile Trust
Tennessee
$210K +$222K +3,780 New
IRAG
1174
Investment Research & Advisory Group
Georgia
$209K -$25.7K -438 -10%
WSC
1175
Wellington Shields & Co
New York
$208K

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.