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Truist Financial

1,029 hedge funds and large institutions have $26.1B invested in Truist Financial in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 364 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+47
Holders Change %
+4.79%
% of All Funds
23.62%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.69%
New
120
Increased
364
Reduced
387
Closed
61
Calls
$150M
Puts
$101M
Net Calls
+$48.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
601
Ameritas Investment Partners
Nebraska
$849K -$39.7K -763 -4%
MA
602
Minerva Advisors
Pennsylvania
$842K
SSB
603
Sandy Spring Bank
Maryland
$835K +$242K +4,650 +41%
FAAS
604
First Allied Advisory Services
California
$823K +$63.4K +1,212 +8%
CCP
605
Corient Capital Partners
California
$813K +$203K +3,893 +33%
UF
606
Univest Financial
Pennsylvania
$804K -$4.04M -77,596 -83%
BSW
607
Buckingham Strategic Wealth
Missouri
$801K +$801K +15,383 New
SWM
608
SVA Wealth Management
Wisconsin
$793K +$29.6K +631 +4%
GAM
609
Gotham Asset Management
New York
$791K +$791K +15,206 New
CIA
610
Capital Investment Advisors
Georgia
$787K +$16.9K +324 +2%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$777K +$1.46K +28 +0.2%
SPIA
612
Steward Partners Investment Advisory
New York
$763K -$728 -14 -0.1%
RMDI
613
R.M. Davis Inc
Maine
$756K -$3.12K -60 -0.4%
WPP
614
Whalerock Point Partners
Rhode Island
$754K +$754K +14,489 New
BIA
615
BHK Investment Advisors
Alabama
$751K +$11.9K +228 +2%
CM
616
Cornerstone Management
Georgia
$749K -$66.9K -1,286 -8%
GHA
617
GW Henssler & Associates
Georgia
$747K
WAM
618
Wealthspire Advisors (Maryland)
Maryland
$746K -$5.78K -111 -0.8%
EHWM
619
Eads & Heald Wealth Management
Georgia
$746K +$20K +385 +3%
CTI
620
Community Trust & Investment
Kentucky
$745K -$22.9K -440 -3%
BAS
621
Brown Advisory Securities
Maryland
$736K +$5.21K +100 +0.7%
WFG
622
Wills Financial Group
Virginia
$735K -$12.1K -232 -2%
NA
623
NewEdge Advisors
Louisiana
$732K -$580K -11,390 -44%
BI
624
Ballast Inc
Kentucky
$727K +$14.8K +285 +2%
PCM
625
Prelude Capital Management
New York
$717K -$99.5K -1,911 -12%