Truist Financial
1,376 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 558 increasing their positions, 466 reducing their positions, and 62 closing their positions.
147% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 62
86% more call options, than puts
Call options by funds: $316M | Put options by funds: $169M
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
22% more capital invested
Capital invested by funds: $47B → $57.3B (+$10.3B)
20% more repeat investments, than reductions
Existing positions increased: 558 | Existing positions reduced: 466
6% more funds holding
Funds holding: 1,293 → 1,376 (+83)
0.31% more ownership
Funds ownership: 72.83% → 73.14% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$232M |
| 2 |
BlackRock
New York
|
+$210M |
| 3 |
State Street
Boston,
Massachusetts
|
+$192M |
| 4 |
JP Morgan Chase
New York
|
+$189M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.1B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$394M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$203M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$195M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$123M |
TFC Hedge Fund Activity: Q1 2021 in Review
1,376 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2021, worth a combined $57.3B — up 22% from $47B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new TFC positions and 62 closed out — a net gain of 91 holders — while 558 added to existing stakes and 466 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $232M. The largest seller was Capital International Investors, cutting an estimated $1.1B.
- 1,376 institutional investors held Truist Financial (TFC) as of Q1 2021, up from 1,293 in Q4 2020.
- Funds reported $57.3B of Truist Financial stock for Q1 2021, up 22% quarter-over-quarter.
- 153 funds opened new Truist Financial positions in Q1 2021 and 62 closed out, a net change of +91 holders.
- The largest Truist Financial buyer in Q1 2021 was Amundi Asset Management US, an estimated $232M added.
- The largest Truist Financial seller in Q1 2021 was Capital International Investors, an estimated $1.1B sold.
Based on aggregated 13F filings for Q1 2021.