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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
VWA
1401
Visionary Wealth Advisors
Illinois
-$280K -4,805 Closed
PA
1402
Probity Advisors
Texas
-$268K -4,591 Closed
HAIM
1403
Hunter Associates Investment Management
Pennsylvania
-$259K -4,442 Closed
LFF
1404
Level Four Financial
Texas
-$251K -4,297 Closed
LGA
1405
Lebenthal Global Advisors
New York
-$250K -4,289 Closed
KOC
1406
Koss-Olinger Consulting
Florida
-$237K -4,059 Closed
JIC
1407
Johnson Investment Counsel
Ohio
-$235K -4,034 Closed
CRC
1408
Curi RMB Capital
Illinois
-$234K -4,016 Closed
WTB
1409
Washington Trust Bank
Washington
-$232K -3,981 Closed
AC
1410
Athanor Capital
New York
-$230K -3,948 Closed
RAM
1411
Roanoke Asset Management
New Jersey
-$230K -3,947 Closed
CWM
1412
CCG Wealth Management
California
-$224K -3,834 Closed
FRM
1413
Fox Run Management
Connecticut
-$222K -3,811 Closed
MHS
1414
M Holdings Securities
Oregon
-$215K -3,682 Closed
EWA
1415
ERTS Wealth Advisors
Michigan
-$211K -3,624 Closed
CI
1416
Chartist Inc
California
-$210K -3,599 Closed
GIP
1417
Greatmark Investment Partners
Georgia
-$208K -3,561 Closed
CHA
1418
Cooper/Haims Advisors
New York
-$206K -3,539 Closed
LFA
1419
Landmark Financial Advisors
Kentucky
-$206K -3,537 Closed
AA
1420
Apriem Advisors
California
-$205K -3,519 Closed
SIM
1421
SSI Investment Management
California
-$206K -3,515 Closed
PAM
1422
Private Asset Management
California
-$205K -3,511 Closed
BMWM
1423
Brown Miller Wealth Management
Virginia
-$204K -3,503 Closed
HA
1424
Harbor Advisors
Florida
-$204K -3,500 Closed
WTFG
1425
Wells Trecaso Financial Group
Ohio
-$204K -3,500 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.