We are live on ! Find out more
TFC icon

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
BA
1326
Bellwether Advisors
Nebraska
$6K
FMB
1327
Field & Main Bank
Kentucky
$6K
SWG
1328
Summit Wealth Group
Vermont
$6K
PWS
1329
Paragon Wealth Strategies
Florida
$6K +$5.82K +99 New
CP
1330
Castleview Partners
Texas
$6K +$5.93K +101 New
LWA
1331
Lenox Wealth Advisors
New York
$5K -$10.5K -178 -65%
HWM
1332
HighMark Wealth Management
Minnesota
$5K -$6.76K -115 -58%
CTB
1333
Country Trust Bank
Illinois
$5K
KFI
1334
Key Financial Inc
Pennsylvania
$5K
VCM
1335
Vigilant Capital Management
Maine
$4K +$3.82K +65 New
M
1336
MOTCO
Texas
$4K +$3.94K +67 New
CPWM
1337
Cypress Point Wealth Management
Texas
$4K +$4.41K +75 New
JFA
1338
JNBA Financial Advisors
Minnesota
$3K
RAM
1339
Riggs Asset Management
Pennsylvania
$3K
SMG
1340
Spectrum Management Group
Indiana
$3K
CMBA
1341
C.M. Bidwell & Associates
Hawaii
$3K +$3.47K +59 New
BBHC
1342
Brown Brothers Harriman & Co
New York
$2.7K -$203K -3,464 -7%
APWA
1343
Atlas Private Wealth Advisors
New Jersey
$2K -$23.2K -395 -91%
RIM
1344
Rockbridge Investment Management
New York
$2K -$3K -51 -60%
JPLA
1345
Joseph P. Lucia & Associates
New York
$2K
LWA
1346
Lowe Wealth Advisors
Maryland
$2K
MFA
1347
McClarren Financial Advisors
Pennsylvania
$2K
FWM
1348
Focused Wealth Management
New York
$2K +$59 +1 +2%
LF
1349
Lee Financial
Texas
$2K +$1.88K +32 New
MF
1350
Magnetar Financial
Illinois
$1.23K +$1.31M +22,239 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.