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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
PCM
151
PAR Capital Management
Massachusetts
$27.8M +$29.4M +500,000 New
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$27.7M -$24.4M -414,667 -45%
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$27.3M -$36.6M -623,543 -56%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$26.8M +$9.54M +162,386 +51%
US Bancorp
155
US Bancorp
Minnesota
$26.7M -$1.57M -26,789 -5%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$26.4M +$3.63M +61,729 +15%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$26.3M +$5.22M +88,910 +23%
MIM
158
Montgomery Investment Management
Maryland
$26.2M -$176K -3,000 -0.6%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$26.1M +$169K +2,870 +0.6%
ACI
160
AMP Capital Investors
Australia
$25.7M +$107K +1,813 +0.4%
OAM
161
Oppenheimer Asset Management
New York
$25.6M +$178K +3,038 +0.7%
BA
162
Bridgewater Associates
Connecticut
$25.4M +$2.24M +38,116 +9%
PCM
163
Prana Capital Management
Connecticut
$25M +$26.5M +450,343 New
SDIC
164
South Dakota Investment Council
South Dakota
$24.4M -$3.73M -63,470 -13%
FAF
165
Fjarde Ap-fonden
Sweden
$24M -$511K -8,700 -2%
TNB
166
Thomasville National Bank
Georgia
$23.5M +$9.38M +159,601 +61%
PAS
167
Professional Advisory Services
Florida
$22.1M +$1.23M +20,929 +6%
FLII
168
First Long Island Investors
New York
$21.7M +$433K +7,365 +2%
Man Group
169
Man Group
United Kingdom
$21.7M +$10.2M +173,949 +80%
AB
170
Amalgamated Bank
New York
$21.3M +$18.2M +310,453 +422%
GC
171
Guggenheim Capital
Illinois
$21.3M +$3.27M +55,677 +17%
MAA
172
Matrix Asset Advisors
New York
$21M +$840K +14,296 +4%
BAPIM
173
British Airways Pensions Investment Management
United Kingdom
$21M
ASRS
174
Arizona State Retirement System
Arizona
$20.9M -$144K -2,453 -0.6%
SCA
175
Stonebridge Capital Advisors
Minnesota
$20.8M +$11M +187,105 +105%

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.