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
TFM
1351
TFC Financial Management
Massachusetts
$1K
TFGT
1352
TS Financial Group (TSFG)
Illinois
$1K +$1.35K +23 New
GFPC
1353
Global Financial Private Client
Florida
$901
AIA
1354
Arcadia Investment Advisors
Idaho
$833 +$881 +15 New
WIM
1355
Westside Investment Management
California
$59
Select Equity Group
1356
Select Equity Group
New York
-$125M -2,143,059 Closed
MNG
1357
Manning & Napier Group
New York
-$30.1M -516,119 Closed
CA
1358
Capitolis Advisors
New York
-$21.5M -369,302 Closed
GGI
1359
Godsey & Gibb Inc
Virginia
-$21.5M -369,003 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1360
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$19.1M -328,167 Closed
PP
1361
Prudential plc
United Kingdom
-$11M -187,850 Closed
GC
1362
Gillson Capital
Illinois
-$7.23M -124,023 Closed
MSE
1363
MUFG Securities EMEA
United Kingdom
-$6.71M -115,000 Closed
CC
1364
Cipher Capital
New York
-$6.54M -112,193 Closed
CA
1365
Cornerstone Advisors
North Carolina
-$6.36M -108,965 Closed
WMSA
1366
Weiss Multi-Strategy Advisers
New York
-$5.38M -92,273 Closed
N
1367
Natixis
France
-$5.19M -89,066 Closed
Qube Research & Technologies (QRT)
1368
Qube Research & Technologies (QRT)
United Kingdom
-$4.48M -76,830 Closed
BAM
1369
Blueshift Asset Management
New Jersey
-$4.08M -69,940 Closed
NW
1370
NewEdge Wealth
Pennsylvania
-$3.66M -62,756 Closed
WorldQuant Millennium Advisors
1371
WorldQuant Millennium Advisors
New York
-$2.47M -42,402 Closed
SICM
1372
Sustainable Insight Capital Management
New York
-$2.41M -41,300 Closed
FNB
1373
Farmers National Bank
Kentucky
-$2.36M -40,547 Closed
LP
1374
LMR Partners
United Kingdom
-$2.22M -38,107 Closed
QT
1375
Quantbot Technologies
New York
-$1.76M -30,154 Closed

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.