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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 %
AWMT
601
AAFMAA Wealth Management & Trust
North Carolina
$1.33M +$333K +9,755 +33%
CIP
602
Convergence Investment Partners
Florida
$1.33M +$287K +8,416 +28%
GAM
603
Gotham Asset Management
New York
$1.32M -$801K -23,479 -38%
TCOT
604
Trust Company of Toledo
Ohio
$1.32M +$114K +3,333 +9%
SFA
605
Sequoia Financial Advisors
Ohio
$1.31M -$237K -6,957 -15%
BIA
606
BHK Investment Advisors
Alabama
$1.31M +$610K +17,889 +88%
GIA
607
GHP Investment Advisors
Colorado
$1.3M +$27.9K +817 +2%
DAC
608
Dividend Assets Capital
South Carolina
$1.3M
AAS
609
Avantax Advisory Services
Texas
$1.3M +$125K +3,658 +11%
XSC
610
X-Square Capital
Puerto Rico
$1.3M -$21.4K -629 -2%
MCAI
611
Members Capital Advisors Inc
Wisconsin
$1.3M
HT
612
Heritage Trust
Oklahoma
$1.29M -$155K -4,541 -11%
NRS
613
Neville Rodie & Shaw
New York
$1.29M -$6.82K -200 -0.5%
KA
614
Kintegral Advisory
New York
$1.28M -$69K -2,024 -5%
GCP
615
Garda Capital Partners
Minnesota
$1.28M +$1.28M +37,540 New
MNBTD
616
Moody National Bank Trust Division
Texas
$1.28M +$4.54K +133 +0.4%
EDRH
617
Edmond de Rothschild Holding
Switzerland
$1.27M -$276K -8,089 -18%
EF
618
Empirical Finance
Pennsylvania
$1.27M +$58.1K +1,703 +5%
CS
619
Comerica Securities
Michigan
$1.27M +$215K +6,291 +20%
SC
620
SouthState Corp
Florida
$1.24M -$775K -22,726 -38%
HCM
621
Hengehold Capital Management
Ohio
$1.24M +$89.1K +2,612 +8%
CNC
622
Citizens & Northern Corp
Pennsylvania
$1.24M -$43.5K -1,277 -3%
RWM
623
RKL Wealth Management
Pennsylvania
$1.23M +$19.7K +579 +2%
HBT
624
Hills Bank & Trust
Iowa
$1.22M +$139K +4,076 +13%
FIM
625
Freedom Investment Management
Connecticut
$1.22M +$1.22M +35,754 New