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Truist Financial

679 hedge funds and large institutions have $17.1B invested in Truist Financial in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 259 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.53%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
44
Increased
253
Reduced
259
Closed
43
Calls
$118M
Puts
$85.9M
Net Calls
+$31.9M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
501
Waldron Private Wealth
Pennsylvania
$424K +$16.1K +410 +4%
SWP
502
Stratos Wealth Partners
Ohio
$423K +$423K +10,775 New
JWM
503
Jacobus Wealth Management
Wisconsin
$422K
BC
504
Bartlett & Co
Ohio
$422K
WS
505
Wedbush Securities
California
$416K +$66.8K +1,694 +19%
PTC
506
Private Trust Company
Ohio
$404K +$23.8K +604 +6%
AW
507
ACG Wealth
Georgia
$398K -$9.47K -240 -2%
CS
508
Credential Securities
$398K +$34.2K +867 +9%
CT
509
Coastline Trust
Rhode Island
$386K +$394 +10 +0.1%
WF
510
Welch & Forbes
Massachusetts
$381K
GGI
511
Godsey & Gibb Inc
Virginia
$375K +$375K +9,500 New
JIC
512
Johnson Investment Counsel
Ohio
$372K -$130K -3,312 -26%
VFP
513
Verus Financial Partners
Virginia
$372K -$10.6K -269 -3%
BHWM
514
Bar Harbor Wealth Management
New Hampshire
$371K -$23.7K -600 -6%
VKH
515
Virtu KCG Holdings
New York
$356K -$811K -20,575 -69%
CCM
516
Cutler Capital Management
Massachusetts
$355K +$71K +1,800 +25%
CPC
517
Cookson Peirce & Co
Pennsylvania
$351K +$351K +8,910 New
VFA
518
Virtus Fund Advisers
Connecticut
$343K +$343K +8,691 New
BRWA
519
B. Riley Wealth Advisors
Florida
$341K +$175K +8,818 +105%
TCB
520
Texas Capital Bancshares
Texas
$340K -$32.3K -818 -9%
HIM
521
Hermes Investment Management
United Kingdom
$339K
BHIA
522
Birch Hill Investment Advisors
Massachusetts
$339K
SFM
523
Signature Financial Management
Virginia
$335K
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$329K
PAMG
525
Patton Albertson Miller Group
Tennessee
$329K