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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
TCA
1376
Transcend Capital Advisors
New Jersey
-$1.57M -26,850 Closed
PIC
1377
PCJ Investment Counsel
Ontario, Canada
-$1.46M -25,000 Closed
MCM
1378
Maltese Capital Management
New York
-$1.17M -20,005 Closed
CC
1379
Carlson Capital
Texas
-$986K -16,909 Closed
CFA
1380
Camarda Financial Advisors
Florida
-$948K -16,258 Closed
WIA
1381
Wealthstreet Investment Advisors
Texas
-$921K -15,795 Closed
SMM
1382
Stadion Money Management
Georgia
-$629K -10,791 Closed
FQ
1383
First Quadrant
California
-$581K -9,957 Closed
SFS
1384
Sowell Financial Services
Arkansas
-$598K -9,797 Closed
WCM
1385
Weld Capital Management
New York
-$563K -9,647 Closed
CWM
1386
Cahaba Wealth Management
Georgia
-$552K -9,477 Closed
JAM
1387
Jupiter Asset Management
United Kingdom
-$505K -8,667 Closed
LCWP
1388
Legacy Capital Wealth Partners
Arkansas
-$504K -8,636 Closed
FAIM
1389
Financial Advocates Investment Management
Washington
-$442K -7,574 Closed
YIH
1390
Y-Intercept (HK)
Hong Kong
-$445K -7,563 Closed
GAM
1391
Gotham Asset Management
New York
-$368K -6,302 Closed
BC
1392
Bridgefront Capital
Texas
-$362K -6,211 Closed
FC
1393
Ferris Capital
Massachusetts
-$360K -6,181 Closed
QIM
1394
Quantitative Investment Management
Virginia
-$355K -6,102 Closed
DWT
1395
Dorsey & Whitney Trust
South Dakota
-$351K -6,000 Closed
RF
1396
Rollins Financial
Georgia
-$348K -5,974 Closed
BAIA
1397
Bel Air Investment Advisors
California
-$346K -5,931 Closed
ALAM
1398
Asahi Life Asset Management
Japan
-$339K -5,820 Closed
LOAME
1399
Lombard Odier Asset Management (Europe)
United Kingdom
-$294K -5,046 Closed
OPA
1400
Old Port Advisors
Maine
-$283K -4,847 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.