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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 %
UCMOK
376
United Capital Management of KS
Kansas
$3.06M +$1.24M +40,841 +68%
KWM
377
Kingsview Wealth Management
Oregon
$3.06M -$1.91M -63,066 -38%
CIP
378
Chartwell Investment Partners
Pennsylvania
$3.04M
HW
379
Hedeker Wealth
Illinois
$3.04M -$104K -3,422 -3%
LG
380
LaFleur & Godfrey
Michigan
$2.98M -$77.1K -2,540 -3%
CA
381
Continental Advisors
Utah
$2.96M +$1.21M +40,000 +70%
Pacer Advisors
382
Pacer Advisors
Pennsylvania
$2.94M -$70.7K -2,329 -2%
CRM
383
Cramer Rosenthal McGlynn
Connecticut
$2.94M -$733K -24,168 -20%
MIA
384
MainStreet Investment Advisors
Illinois
$2.93M +$79.3K +2,614 +3%
CWP
385
Concord Wealth Partners
Virginia
$2.91M +$366K +12,073 +14%
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$2.91M -$130K -4,290 -4%
AIS
387
AM Investment Strategies
Tennessee
$2.89M -$26.9K -888 -0.9%
FA
388
FDx Advisors
Illinois
$2.86M -$4.11M -135,329 -59%
HIMCH
389
Hartford Investment Management Co (HIMCO)
Connecticut
$2.85M -$556K -18,317 -16%
CB
390
Cadence Bank
Mississippi
$2.85M -$35.8K -1,179 -1%
QIM
391
Quantitative Investment Management
Virginia
$2.84M +$2.84M +93,563 New
CB
392
Community Bank
New York
$2.78M +$211K +6,952 +8%
DIA
393
Dana Investment Advisors
Wisconsin
$2.73M -$6.34M -208,902 -70%
IW
394
Imprint Wealth
South Carolina
$2.73M +$182K +6,000 +7%
Simplex Trading
395
Simplex Trading
Illinois
$2.72M +$2.72M +89,598 New
Allspring Global Investments
396
Allspring Global Investments
North Carolina
$2.66M -$5.07M -166,893 -66%
SG Americas Securities
397
SG Americas Securities
New York
$2.66M +$2.04M +67,250 +329%
TC
398
Trilogy Capital
California
$2.65M +$867K +26,229 +49%
IWP
399
Icon Wealth Partners
Texas
$2.65M -$1.22M -40,101 -32%
MSAM
400
Moloney Securities Asset Management
Missouri
$2.64M +$880K +28,980 +50%