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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
EIP
1201
Ellis Investment Partners
Pennsylvania
$145K +$705 +12 +0.5%
FDCDDQ
1202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K +$2.88K +49 +2%
GCM
1203
Gables Capital Management
Florida
$140K
HFS
1204
Horizon Financial Services
North Carolina
$138K -$705 -12 -0.5%
APC
1205
Aspire Private Capital
North Carolina
$137K -$52.4K -892 -27%
HIA
1206
Harbor Investment Advisory
Maryland
$137K -$10.2K -173 -7%
JWM
1207
Janiczek Wealth Management
Colorado
$134K
AF
1208
Arrow Financial
New York
$131K +$9.99K +170 +8%
MRCM
1209
M&R Capital Management
New Jersey
$127K
SN
1210
Sittner & Nelson
Oregon
$121K
CI
1211
CX Institutional
Indiana
$120K -$8.87K -151 -7%
EW
1212
Evoke Wealth
California
$118K -$7.81K -133 -6%
HWM
1213
Holloway Wealth Management
Florida
$117K
FF
1214
FourThought Financial
Florida
$115K -$4.82K -82 -4%
HF
1215
Halpern Financial
Virginia
$115K +$66.5K +1,132 +121%
IAS
1216
IMA Advisory Services
Colorado
$109K
FRA
1217
Front Row Advisors
California
$103K -$117 -2 -0.1%
COCM
1218
Charter Oak Capital Management
New Hampshire
$102K
AF
1219
Allworth Financial
California
$100K +$2.82K +48 +3%
FPB
1220
First PREMIER Bank
South Dakota
$98K
OAJ
1221
Ogorek Anthony Joseph
New York
$97K +$103K +1,750 New
CYG
1222
Clean Yield Group
Vermont
$96K +$101K +1,726 New
TWA
1223
TCI Wealth Advisors
Arizona
$94K +$8.05K +137 +9%
DFCM
1224
Dark Forest Capital Management
Puerto Rico
$94K +$99.2K +1,688 New
LWCFA
1225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K +$98.8K +1,681 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.