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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 %
SIS
401
Sound Income Strategies
Florida
$2.62M -$3.35M -110,364 -56%
KCPG
402
Kavar Capital Partners Group
Kansas
$2.61M -$159K -5,252 -6%
FA
403
Fiduciary Alliance
South Carolina
$2.59M -$69K -2,275 -3%
AAS
404
Avantax Advisory Services
Texas
$2.58M +$1.42M +46,930 +123%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
405
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.55M +$2.31M +76,013 +952%
BRWA
406
B. Riley Wealth Advisors
Florida
$2.55M +$606K +19,961 +31%
PWW
407
Pettyjohn Wood & White
Virginia
$2.53M +$41.8K +1,377 +2%
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$2.5M -$118K -3,900 -5%
SCP
409
Sandhill Capital Partners
New York
$2.48M -$65.3K -2,152 -3%
HWM
410
HB Wealth Management
Georgia
$2.46M -$146K -4,821 -6%
YIA
411
YHB Investment Advisors
Connecticut
$2.45M -$92.3K -3,041 -4%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$2.41M +$2.41M +79,441 New
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$2.41M -$13.9M -457,826 -85%
KPWS
414
Kestra Private Wealth Services
Texas
$2.4M +$8.04K +265 +0.3%
HCM
415
Hengehold Capital Management
Ohio
$2.38M +$1.28M +42,146 +116%
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$2.36M -$1.39M -45,679 -37%
SWMG
417
Signature Wealth Management Group
Georgia
$2.36M +$102K +3,345 +4%
JSL
418
JT Stratford LLC
Georgia
$2.35M +$243K +8,012 +12%
EI
419
EDMP Inc
Florida
$2.35M +$348K +11,458 +17%
AIM
420
Anchor Investment Management
South Carolina
$2.34M +$54K +1,780 +2%
OAM
421
Ostrum Asset Management
France
$2.33M -$89.2K -2,938 -4%
SIG
422
Stonegate Investment Group
Alabama
$2.31M -$1.5M -49,362 -39%
PFP
423
Pinnacle Financial Partners
Tennessee
$2.3M -$6.76M -222,656 -75%
EB
424
Eastern Bank
Massachusetts
$2.29M +$531K +17,510 +30%
IWC
425
Integrated Wealth Concepts
Massachusetts
$2.28M +$382K +12,586 +20%