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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
BIP
101
Brandes Investment Partners
California
$52.3M +$7.4M +125,952 +15%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$51.8M -$2.77M -47,088 -5%
CBT
103
Capital Bank & Trust
California
$50.1M +$11.3M +193,144 +27%
SO
104
STRS Ohio
Ohio
$49.6M -$916K -15,589 -2%
Rafferty Asset Management
105
Rafferty Asset Management
New York
$48.7M +$3.13M +53,252 +6%
Swedbank
106
Swedbank
Sweden
$48.7M +$2.78M +47,320 +6%
NC
107
Nicholas Company
Wisconsin
$48.2M
TBC
108
Tweedy, Browne Co
Connecticut
$47.1M -$954K -16,240 -2%
AT
109
AMF Tjänstepension
Sweden
$46.3M -$51.4M -875,721 -51%
FWCM
110
Ferguson Wellman Capital Management
Oregon
$46.3M -$925K -15,743 -2%
MSV
111
MN Services Vermogensbeheer
Netherlands
$46.2M +$58M +987,900 New
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$44.3M -$3.71M -63,234 -7%
RCAMU
113
Rothschild & Co Asset Management US
Connecticut
$43.9M -$260K -4,427 -0.6%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$43.7M -$577K -9,827 -1%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$43.4M -$2.39M -40,716 -5%
LBA
116
Letko, Brosseau & Associates
Quebec, Canada
$43.3M -$194K -3,305 -0.4%
ZIM
117
Zacks Investment Management
Illinois
$42.7M +$643K +10,950 +1%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$42.3M +$1.98M +33,779 +5%
RCM
119
RNC Capital Management
California
$41.3M +$1.59M +27,007 +4%
SAM
120
Storebrand Asset Management
Norway
$40.1M -$269K -4,575 -0.6%
Asset Management One
121
Asset Management One
Japan
$39.5M -$2.83M -48,151 -6%
RRAM
122
River Road Asset Management
Kentucky
$38.9M -$5.76M -98,038 -12%
PAMU
123
Pictet Asset Management (UK)
United Kingdom
$38.7M +$104K +1,764 +0.3%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$38M -$1.86M -31,712 -4%
SIC
125
Schwartz Investment Counsel
Michigan
$37.8M

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.