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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
MIM
201
MetLife Investment Management
New Jersey
$17.3M -$543K -9,241 -3%
AAM
202
Advisors Asset Management
Colorado
$17.2M -$972K -16,548 -5%
CIP
203
Chartwell Investment Partners
Pennsylvania
$17.2M -$1.26M -21,440 -6%
FAF
204
Första AP-fonden
Sweden
$16.9M +$2.07M +35,200 +13%
UCFA
205
United Capital Financial Advisors
Texas
$16.9M +$479K +8,162 +3%
Calamos Advisors
206
Calamos Advisors
Illinois
$16.9M +$7.81M +132,915 +77%
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$16.8M -$3.37M -57,411 -16%
RJT
208
Raymond James Trust
Florida
$16.7M +$316K +5,383 +2%
DAM
209
Delta Asset Management
Tennessee
$16.7M -$1.03M -17,605 -6%
SM
210
Soapstone Management
Maryland
$16.6M +$5.87M +100,000 +50%
WB
211
WesBanco Bank
West Virginia
$16.6M +$316K +5,373 +2%
PI
212
PFS Investments
Georgia
$16.5M +$2.27M +38,713 +15%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$16.2M +$3.09M +52,660 +22%
WT
214
Washington Trust
Rhode Island
$16.2M +$573K +9,748 +3%
Nomura Asset Management
215
Nomura Asset Management
Japan
$16.1M +$717K +12,206 +4%
SI
216
Stephens Inc
Arkansas
$15.8M +$367K +6,239 +2%
WSFS
217
Wilmington Savings Fund Society
Delaware
$15.8M +$136K +2,323 +0.8%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$15.8M +$79.3K +1,350 +0.5%
BIC
219
Beach Investment Counsel
Pennsylvania
$15.6M -$1.09M -18,549 -6%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.5M -$889K -15,129 -5%
HTC
221
Haverford Trust Company
Pennsylvania
$15.3M +$975K +16,594 +6%
HF
222
HRT Financial
New York
$15.1M +$16M +272,609 New
AQR Capital Management
223
AQR Capital Management
Connecticut
$15.1M +$6.24M +106,281 +64%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.1M +$1.24M +21,139 +8%
PWA
225
Pinnacle Wealth Advisors
Tennessee
$15.1M +$15.9M +271,314 New

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.