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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
PFSC
1276
Peoples Financial Services Corp
Pennsylvania
$30K
TWM
1277
Tradition Wealth Management
Minnesota
$30K +$235 +4 +0.7%
AA
1278
Ancora Advisors
Ohio
$30K +$18.7K +319 +141%
CWA
1279
Carolina Wealth Advisors
South Carolina
$29K +$30.4K +518 New
FP
1280
Financial Perspectives
Minnesota
$28K -$1.7M -28,947 -98%
AIG
1281
American International Group
New York
$27.2K -$589K -10,027 -2%
Nisa Investment Advisors
1282
Nisa Investment Advisors
Missouri
$27.2K -$4.42M -75,295 -13%
ME
1283
McIlrath & Eck
Washington
$27K -$2.35K -40 -8%
H
1284
Hexavest
Quebec, Canada
$27K
LWM
1285
Liberty Wealth Management
California
$27K +$11K +188 +61%
SL
1286
Savior LLC
Massachusetts
$26K -$6.99K -119 -20%
HFA
1287
Hoover Financial Advisors
Pennsylvania
$26K -$2.23K -38 -7%
FMP
1288
Financial Management Professionals
Texas
$24K -$1.12K -19 -4%
PSB
1289
Piscataqua Savings Bank
New Hampshire
$22K
EWA
1290
Evolution Wealth Advisors
Florida
$21K -$7.75K -132 -26%
RA
1291
Resolute Advisors
California
$21K
TFO
1292
Tarbox Family Office
California
$21K
CWM
1293
Cranbrook Wealth Management
Michigan
$20K -$2.12K -36 -9%
WB
1294
Webster Bank
Connecticut
$19K -$1.53M -26,126 -99%
PK
1295
Pflug Koory
Nebraska
$19K
JWA
1296
JFS Wealth Advisors
Pennsylvania
$18K -$2.64K -45 -12%
TH
1297
TCTC Holdings
Texas
$18K
BWM
1298
Baystate Wealth Management
Massachusetts
$18K +$12.1K +206 +176%
BAM
1299
Baldrige Asset Management
Pennsylvania
$18K +$18.8K +320 New
CA
1300
Crewe Advisors
Utah
$17K

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.