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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
1176
Kovack Advisors
Florida
$207K +$219K +3,725 New
RWP
1177
RWA Wealth Partners
Massachusetts
$207K +$219K +3,735 New
BG
1178
Bollard Group
Massachusetts
$205K +$1.59K +27 +0.7%
RPWA
1179
Regent Peak Wealth Advisors
Georgia
$203K -$36K -613 -14%
CCC
1180
Crescent Capital Consulting
Louisiana
$203K -$11.2K -190 -5%
LWM
1181
Lyell Wealth Management
California
$203K +$10.4K +177 +5%
KCM
1182
Kendall Capital Management
Maryland
$202K
CCIA
1183
Campbell & Co Investment Adviser
Maryland
$201K -$115K -1,950 -35%
PP
1184
Patron Partners
Texas
$201K -$48.3K -822 -18%
FUBT
1185
First United Bank & Trust
Maryland
$201K -$22.4K -382 -10%
TA
1186
TrueWealth Advisors
Alabama
$201K +$213K +3,624 New
CC
1187
Chicago Capital
Illinois
$200K
SFO
1188
Standard Family Office
South Dakota
$200K
CFD
1189
Creative Financial Designs
Indiana
$195K +$7.4K +126 +4%
AAP
1190
Arax Advisory Partners
Colorado
$193K +$204K +3,470 New
NFG
1191
Next Financial Group
Texas
$186K -$19.7K -336 -9%
MCM
1192
MV Capital Management
Maryland
$184K +$75.1K +1,278 +63%
GWMIA
1193
Global Wealth Management Investment Advisory
Florida
$182K +$9.4K +160 +5%
BCA
1194
Berman Capital Advisors
Georgia
$178K +$37.2K +633 +25%
CAM
1195
CenterStar Asset Management
Illinois
$174K
CIR
1196
Clear Investment Research
Georgia
$167K
PG
1197
Proffitt & Goodson
Tennessee
$167K
FHC
1198
First Horizon Corporation
Tennessee
$166K +$10.9K +185 +7%
PWA
1199
Phoenix Wealth Advisors
North Carolina
$160K +$4.88K +83 +3%
WQ
1200
Wealth Quarterback
New Jersey
$149K +$157K +2,673 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.