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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
TSS
1426
Two Sigma Securities
New York
-$204K -3,493 Closed
NCM
1427
Northside Capital Management
Oregon
-$203K -3,485 Closed
FMI
1428
F/M Investments
District of Columbia
-$203K -3,474 Closed
DI
1429
Diligent Investors
California
-$202K -3,467 Closed
WP
1430
WMS Partners
Maryland
-$202K -3,456 Closed
SIC
1431
Samalin Investment Counsel
New York
-$200K -3,441 Closed
TP
1432
Tranquility Partners
Tennessee
-$201K -3,440 Closed
CCM
1433
Carderock Capital Management
Maryland
-$200K -3,437 Closed
Capstone Investment Advisors
1434
Capstone Investment Advisors
New York
-$187K -3,184 Closed
AWC
1435
Abundance Wealth Counselors
Pennsylvania
-$181K -3,108 Closed
IAIM
1436
International Assets Investment Management
Florida
-$97K -2,561 Closed
MMG
1437
Monetary Management Group
Missouri
-$129K -2,218 Closed
ACM
1438
Allred Capital Management
Texas
-$102K -1,745 Closed
RG
1439
Retirement Group
California
-$97K -1,662 Closed
MWP
1440
Meridian Wealth Partners
Pennsylvania
-$81K -1,374 Closed
CCMIC
1441
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$76K -1,300 Closed
RWB
1442
RMR Wealth Builders
New Jersey
-$73K -1,253 Closed
MLFP
1443
MPS Loria Financial Planners
Illinois
-$54K -941 Closed
SLF
1444
Sun Life Financial
Ontario, Canada
-$46K -789 Closed
DWP
1445
Destiny Wealth Partners
Florida
-$37K -638 Closed
MWM
1446
Mascoma Wealth Management
New Hampshire
-$30K -518 Closed
AIC
1447
Archer Investment Corporation
Indiana
-$18.2K -312 Closed
BAM
1448
Bellevue Asset Management
Washington
-$17K -295 Closed
VBCG
1449
Valley Brook Capital Group
Pennsylvania
-$13K -240 Closed
EWM
1450
Endurance Wealth Management
Rhode Island
-$12K -210 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.