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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
MWNA
126
Marshall Wace North America
New York
$37.7M +$10.2M +174,041 +34%
BNP Paribas Asset Management
127
BNP Paribas Asset Management
France
$37.7M +$36.1M +614,827 +949%
CCMG
128
Clark Capital Management Group
Pennsylvania
$37.2M -$10.8M -183,901 -22%
ClearBridge Investments
129
ClearBridge Investments
New York
$37.1M +$993K +16,902 +3%
HighTower Advisors
130
HighTower Advisors
Illinois
$36.9M +$6.26M +106,581 +19%
KCM
131
Kornitzer Capital Management
Kansas
$36.6M +$1.49M +25,425 +4%
DRZID
132
DePrince Race & Zollo Inc (DRZ)
Florida
$35.9M +$848K +14,433 +2%
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$35.8M +$1.3M +22,097 +4%
First Trust Advisors
134
First Trust Advisors
Illinois
$35.6M -$24.1M -409,579 -39%
VDI
135
Vaughan David Investments
Illinois
$34.8M +$748K +12,736 +2%
AIM
136
Avity Investment Management
Connecticut
$34.6M +$1M +17,044 +3%
TD Asset Management
137
TD Asset Management
Ontario, Canada
$34.5M +$803K +13,670 +2%
IC
138
Inverness Counsel
New York
$33.8M +$2.18M +37,085 +6%
FMW
139
Farr Miller & Washington
District of Columbia
$33.5M +$199K +3,396 +0.6%
LPL Financial
140
LPL Financial
California
$32.5M +$2.66M +45,360 +8%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$32.5M -$295K -5,020 -0.9%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$32.4M +$1.17M +19,908 +4%
Citadel Advisors
143
Citadel Advisors
Florida
$32.4M +$12M +204,158 +54%
SEI Investments
144
SEI Investments
Pennsylvania
$31.8M +$1.43M +24,398 +4%
Aberdeen Group
145
Aberdeen Group
United Kingdom
$30.8M -$1.88M -32,019 -5%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$29.7M +$7.27M +123,805 +30%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$28.6M +$1.42M +24,102 +5%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$28.4M -$1.68M -28,668 -5%
GHA
149
GW Henssler & Associates
Georgia
$28.2M +$2.3M +39,184 +8%
Nordea Investment Management
150
Nordea Investment Management
Sweden
$27.8M -$1.08M -18,442 -4%

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.