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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 %
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$193K +6,352 +19%
AWM
577
Axxcess Wealth Management
California
$1.2M -$62.2K -2,049 -5%
Parallax Volatility Advisers
578
Parallax Volatility Advisers
California
$1.19M -$1.11M -36,558 -48%
EP
579
Edgestream Partners
New Jersey
$1.19M +$1.19M +39,122 New
NERM
580
New England Research & Management
Illinois
$1.19M -$54.2K -1,786 -4%
IA
581
Icon Advisers
Colorado
$1.19M
CIA
582
Capital Investment Advisors
Georgia
$1.19M -$74.7K -2,461 -6%
GRP
583
Global Retirement Partners
California
$1.19M +$92.8K +3,059 +8%
HL
584
HeadInvest LLC
Maine
$1.18M -$244K -7,702 -17%
GT
585
Glenview Trust
Kentucky
$1.18M +$168K +5,550 +17%
FWCM
586
Ferguson Wellman Capital Management
Oregon
$1.18M -$35.5M -1,169,441 -97%
BCV
587
Banque Cantonale Vaudoise
Switzerland
$1.17M +$486K +16,000 +71%
PAS
588
Park Avenue Securities
New York
$1.17M +$88K +2,899 +8%
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$1.17M +$134K +4,424 +13%
LIM
590
Leavell Investment Management
Alabama
$1.17M -$236K -7,785 -17%
PFS
591
Physicians Financial Services
North Carolina
$1.16M -$33.4K -1,100 -3%
IA
592
IFG Advisory
Georgia
$1.16M +$684K +22,546 +145%
SM
593
Salzhauer Michael
$1.16M -$45.5K -1,500 -4%
ICG
594
InterOcean Capital Group
Tennessee
$1.16M -$48K -1,582 -4%
NRS
595
Neville Rodie & Shaw
New York
$1.15M -$2.28K -75 -0.2%
KA
596
Kintegral Advisory
New York
$1.14M
FCB
597
First County Bank
Connecticut
$1.14M +$97.9K +3,225 +9%
MGWM
598
Marks Group Wealth Management
Minnesota
$1.13M +$310K +10,206 +38%
BPA
599
Beacon Pointe Advisors
California
$1.12M +$98.8K +3,256 +10%
DADC
600
D.A. Davidson & Co
Montana
$1.12M -$691K -22,751 -38%