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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
326
Hantz Financial Services
Michigan
$5.29M -$484K -14,197 -8%
TPCW
327
TD Private Client Wealth
New York
$5.22M +$903K +26,471 +21%
LW
328
Linscomb Wealth
Texas
$5.18M +$14.7K +430 +0.3%
WTC
329
WhitTier Trust Company
Nevada
$5.15M +$128K +3,762 +3%
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$5.15M -$12.2K -333 -0.2%
HF
331
HRT Financial
New York
$5.12M -$17.7M -519,808 -78%
NAM
332
Nissay Asset Management
Japan
$5.02M -$181K -5,321 -3%
OC
333
Oppenheimer & Co
New York
$4.98M +$347K +10,168 +7%
Calamos Advisors
334
Calamos Advisors
Illinois
$4.97M -$621K -18,206 -11%
PFM
335
Parsec Financial Management
North Carolina
$4.93M +$2.48M +72,857 +102%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$4.91M -$247K -7,232 -5%
BSW
337
Buckingham Strategic Wealth
Missouri
$4.88M
BCI
338
Brinker Capital Investments
Pennsylvania
$4.88M -$440K -12,898 -8%
OPS
339
Orion Portfolio Solutions
Nebraska
$4.88M +$3.67M +107,719 +305%
PI
340
Parkside Investments
Illinois
$4.86M -$302K -8,848 -6%
1IA
341
1834 Investment Advisors
Wisconsin
$4.71M +$2.59M +75,984 +122%
PI
342
PFS Investments
Georgia
$4.65M +$98.6K +3,012 +2%
UB
343
UMB Bank
Missouri
$4.63M -$7.33K -215 -0.2%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$4.63M +$2.2M +64,566 +91%
TC
345
TownSquare Capital
Utah
$4.6M +$665K +19,514 +17%
ISL
346
Ingalls & Snyder LLC
New York
$4.55M +$1.16M +34,079 +34%
Lazard Asset Management
347
Lazard Asset Management
New York
$4.49M -$48.7K -1,429 -1%
XF
348
XML Financial
Maryland
$4.45M +$106K +3,111 +2%
SMDAM
349
Sumitomo Mitsui DS Asset Management
Japan
$4.45M +$196K +5,741 +5%
KIC
350
Keating Investment Counselors
Florida
$4.44M +$162K +4,750 +4%