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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
OFA
301
Oak Family Advisors
Illinois
$4.76M +$4.76M +156,716 New
ZB
302
Zions Bancorporation
Utah
$4.71M -$105K -3,447 -2%
ACM
303
Aquatic Capital Management
Illinois
$4.67M +$2.26M +74,600 +94%
LW
304
Linscomb Wealth
Texas
$4.63M +$19K +626 +0.4%
WTC
305
WhitTier Trust Company
Nevada
$4.62M +$42.5K +1,402 +0.9%
CF
306
Clarity Financial
Texas
$4.6M +$4.6M +151,705 New
TC
307
TownSquare Capital
Utah
$4.58M +$484K +15,940 +12%
QT
308
Quantbot Technologies
New York
$4.56M -$1.1M -36,179 -19%
AWAG
309
ARS Wealth Advisors Group
Florida
$4.55M +$688K +22,661 +18%
HPG
310
Harvest Portfolios Group
Ontario, Canada
$4.37M +$951K +31,349 +28%
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$4.35M -$9.29M -295,958 -68%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$4.33M +$686K +22,592 +19%
MWM
313
Modera Wealth Management
New Jersey
$4.3M +$3.86M +127,025 +870%
OC
314
Oppenheimer & Co
New York
$4.29M -$146K -4,822 -3%
PI
315
PineBridge Investments
New York
$4.22M -$10.5M -346,446 -71%
Axa
316
Axa
France
$4.21M -$2.38M -78,265 -36%
KIC
317
Keating Investment Counselors
Florida
$4.2M +$246K +8,110 +6%
NA
318
NewEdge Advisors
Louisiana
$4.19M -$1.34M -44,072 -24%
HCM
319
Huber Capital Management
California
$4.16M +$253K +8,347 +6%
NAM
320
Nissay Asset Management
Japan
$4.14M -$335K -11,032 -7%
GIBU
321
Gulf International Bank (UK)
United Kingdom
$4.08M -$1.23M -40,562 -23%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$4.04M -$236K -7,791 -6%
CGPCS
323
Capital Group Private Client Services
California
$4.02M +$732K +24,116 +22%
BCI
324
Brinker Capital Investments
Pennsylvania
$4M -$343K -11,288 -8%
OPS
325
Orion Portfolio Solutions
Nebraska
$4M -$343K -11,288 -8%