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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
MIS
176
Morningstar Investment Services
Illinois
$20.4M -$28.5K -485 -0.1%
NNP
177
Nachman Norwood & Parrott
South Carolina
$19.8M +$329K +5,600 +2%
CA
178
Cullinan Associates
Kentucky
$19.7M +$2.58M +43,850 +14%
PR
179
Payden & Rygel
California
$19.6M -$23.6M -402,500 -53%
EGA
180
Eagle Global Advisors
Texas
$19.6M +$330K +5,609 +2%
MA
181
Montag & Associates
Georgia
$19.5M -$1.13M -19,278 -5%
Comerica Bank
182
Comerica Bank
Texas
$19.4M -$455K -7,740 -2%
CCM
183
Coerente Capital Management
Ontario, Canada
$19.3M +$127K +2,160 +0.6%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$19.2M +$1M +17,079 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
185
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.1M -$15.1M -257,235 -43%
PC
186
PM Capital
Australia
$19.1M
AAIM
187
American Assets Investment Management
California
$19.1M
CWM
188
CIBC World Markets
New York
$19M -$29M -492,825 -59%
Adage Capital Partners
189
Adage Capital Partners
Massachusetts
$19M +$20.1M +342,553 New
Mariner
190
Mariner
Kansas
$18.8M +$501K +8,523 +3%
SOMRS
191
State of Michigan Retirement System
Michigan
$18.8M
ProShare Advisors
192
ProShare Advisors
Maryland
$18.7M +$1.14M +19,409 +6%
WT
193
Whittier Trust
California
$18.3M +$729K +12,415 +4%
SIC
194
Salem Investment Counselors
North Carolina
$18.2M -$231K -3,931 -1%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$18.1M -$1.53M -26,054 -7%
FCI
196
Financial Counselors Inc
Kansas
$17.9M +$434K +7,384 +2%
SF
197
Synovus Financial
Georgia
$17.8M +$45.5K +775 +0.2%
TBA
198
Tower Bridge Advisors
Pennsylvania
$17.6M +$286K +4,871 +2%
SCA
199
Stieven Capital Advisors
Missouri
$17.6M -$6.1M -103,800 -25%
Janus Henderson Group
200
Janus Henderson Group
United Kingdom
$17.5M -$6.39M -108,707 -26%

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.