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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 %
CWP
426
Concord Wealth Partners
Virginia
$2.86M +$181K +5,319 +7%
YIA
427
YHB Investment Advisors
Connecticut
$2.86M +$45.4K +1,332 +2%
IW
428
Imprint Wealth
South Carolina
$2.86M +$2.86M +83,838 New
SCP
429
Sandhill Capital Partners
New York
$2.86M +$512K +15,017 +22%
AssetMark Inc
430
AssetMark Inc
California
$2.8M +$236K +6,920 +9%
PWW
431
Pettyjohn Wood & White
Virginia
$2.8M -$10.1K -297 -0.4%
VVP
432
Venture Visionary Partners
Ohio
$2.76M +$429K +12,587 +18%
CNB
433
Camden National Bank
Maine
$2.72M +$43.6K +1,278 +2%
OAM
434
Ostrum Asset Management
France
$2.72M +$2.72M +79,673 New
ACM
435
Aquatic Capital Management
Illinois
$2.71M +$2.47M +72,300 +1,018%
KPWS
436
Kestra Private Wealth Services
Texas
$2.69M +$648K +19,009 +32%
HNB
437
Huntington National Bank
Ohio
$2.68M -$223K -6,552 -8%
IWA
438
IBEX Wealth Advisors
New Jersey
$2.63M +$2.63M +76,980 New
Parallax Volatility Advisers
439
Parallax Volatility Advisers
California
$2.58M +$2.58M +75,691 New
AIM
440
Anchor Investment Management
South Carolina
$2.57M +$71.4K +2,093 +3%
SWMG
441
Signature Wealth Management Group
Georgia
$2.53M +$25.8K +758 +1%
N
442
Numerai
California
$2.51M +$2.51M +73,505 New
RIM
443
Reliant Investment Management
Tennessee
$2.47M -$169K -4,955 -6%
UBG
444
United Bank (Georgia)
Georgia
$2.44M +$24.4K +716 +1%
BIAS
445
Beacon Investment Advisory Services
New Jersey
$2.43M +$227K +6,647 +10%
NB
446
Norinchukin Bank
Japan
$2.38M +$71K +2,081 +3%
JSL
447
JT Stratford LLC
Georgia
$2.37M +$225K +6,602 +10%
SWP
448
Stratos Wealth Partners
Ohio
$2.32M +$804K +23,570 +53%
AIA
449
Arbor Investment Advisors
North Carolina
$2.31M -$22K -644 -0.9%
DSA
450
Davis Selected Advisers
Arizona
$2.29M -$74.5K -2,184 -3%