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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
FI
1301
FormulaFolio Investments
Michigan
$17K +$18K +307 New
PWMG
1302
Prestige Wealth Management Group
New Jersey
$16K
MGIM
1303
M&G Investment Management
United Kingdom
$15.7K +$1.1M +18,659 +7%
CIA
1304
Cascade Investment Advisors
Oregon
$15.4K
GTAM
1305
Global Trust Asset Management
Florida
$14K
PWM
1306
Prentice Wealth Management
New York
$14K
Q
1307
QVR
California
$14K +$15K +256 New
SGAM
1308
Smith Group Asset Management
Texas
$12K -$2.47K -42 -17%
AWM
1309
Accel Wealth Management
Iowa
$12K
APW
1310
Acima Private Wealth
Virginia
$12K
FCMT
1311
Founders Capital Management (Texas)
Texas
$12K
TJHA
1312
Thomas J. Herzfeld Advisors
Florida
$12K
IF
1313
Ironwood Financial
Arizona
$12K +$4.93K +84 +67%
TC
1314
Truvestments Capital
Florida
$11K -$16.8K -286 -59%
HS
1315
Horan Securities
United States
$11K
SWA
1316
SOA Wealth Advisors
New York
$11K
BHWM
1317
Bay Harbor Wealth Management
Maryland
$10K -$11.9K -203 -54%
JG
1318
Jefferies Group
New York
$9.05K -$449K -7,639 -98%
BFC
1319
Bedel Financial Consulting
Indiana
$9K
HCP
1320
Hexagon Capital Partners
Arkansas
$9K
SFSIG
1321
San Francisco Sentry Investment Group
California
$9K
BWP
1322
Baldwin Wealth Partners
Massachusetts
$7K
MCM
1323
Manchester Capital Management
Vermont
$7K
AIM
1324
Arcadia Investment Management
Michigan
$7K +$7.81K +133 New
FFG
1325
Ford Financial Group
California
$7K +$8.4K +143 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.