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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
RCA
1226
Ranch Capital Advisors
Florida
$87K -$3.35K -57 -3%
PCTC
1227
Perkins Coie Trust Company
Washington
$85K -$212K -3,612 -70%
LAS
1228
Lloyd Advisory Services
Georgia
$79K +$5.23K +89 +7%
AWM
1229
AllSquare Wealth Management
New York
$77K
MIM
1230
Macroview Investment Management
Maryland
$77K
O
1231
Ossiam
France
$73K -$4.27M -72,639 -98%
LSA
1232
Leonteq Securities AG
Switzerland
$72.2K +$76.4K +1,300 New
ASBI
1233
American State Bank (Iowa)
Iowa
$71.8K
HCM
1234
Highlander Capital Management
New Jersey
$71K
VCM
1235
Versant Capital Management
Arizona
$69K -$65.6K -1,117 -47%
CAL
1236
Capital Analysts LLC
Pennsylvania
$68K -$1.53K -26 -2%
SCM
1237
Sirios Capital Management
Massachusetts
$63K
BWM
1238
BerganKDV Wealth Management
Minnesota
$61K
FFC
1239
First Financial Corp
Indiana
$61K
MA
1240
MUFG Americas
New York
$61K
LFG
1241
Larson Financial Group
Missouri
$60K
ANBT
1242
American National Bank & Trust
Texas
$60K +$63.7K +1,084 New
RDWM
1243
Red Door Wealth Management
Tennessee
$58K +$62.3K +1,060 New
HR
1244
Howe & Rusling
New York
$56K -$15.3K -261 -21%
FMTCOCP
1245
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K
KTC
1246
Kistler-Tiffany Companies
Pennsylvania
$56K
PB
1247
Pinnacle Bancorp
Nebraska
$56K
RFA
1248
Reilly Financial Advisors
California
$55K +$26.8K +456 +84%
CBT
1249
Central Bank & Trust
Kentucky
$52K +$37.9K +645 +215%
FPFS
1250
First Personal Financial Services
North Carolina
$51K

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.