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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 %
DAM
601
Diamant Asset Management
Connecticut
$1.12M +$85.7K +2,825 +8%
AA
602
Argent Advisors
Louisiana
$1.12M +$69.6K +2,293 +7%
RWM
603
RKL Wealth Management
Pennsylvania
$1.11M +$15.3K +505 +1%
CB
604
CNB Bank
Pennsylvania
$1.11M -$79.5K -2,618 -7%
HT
605
Heritage Trust
Oklahoma
$1.1M -$51.5K -1,698 -4%
IAMOG
606
Investors Asset Management of Georgia
Georgia
$1.1M +$82.8K +2,727 +8%
PGAM
607
Princeton Global Asset Management
New Jersey
$1.1M +$35.2K +1,159 +3%
XSC
608
X-Square Capital
Puerto Rico
$1.1M -$61K -2,011 -5%
LBC
609
Lowe Brockenbrough & Co
Virginia
$1.09M -$143K -4,696 -12%
TAF
610
Tredje AP-fonden
Sweden
$1.09M +$180K +5,918 +20%
WAOTB
611
Wealth Advisors of Tampa Bay
Florida
$1.08M +$183K +6,015 +20%
SCA
612
Snowden Capital Advisors
New York
$1.07M -$199K -6,566 -16%
SJIM
613
St. Johns Investment Management
Florida
$1.07M +$3.67K +121 +0.3%
PI
614
Pettee Investors
Connecticut
$1.06M +$23.7K +780 +2%
MCM
615
McMillion Capital Management
North Carolina
$1.06M -$4.86K -160 -0.5%
CA
616
Cornerstone Advisory
Maryland
$1.03M +$19.2K +634 +2%
JWCA
617
J.W. Cole Advisors
Florida
$1.03M -$55.8K -1,837 -5%
MW
618
MBL Wealth
North Carolina
$1.03M +$124K +4,074 +14%
NW
619
NewEdge Wealth
Pennsylvania
$1.02M -$286K -9,428 -22%
MOS
620
MGO One Seven
Ohio
$1.02M -$365K -12,041 -26%
HI
621
Hendershot Investments
Virginia
$1.01M -$45.8K -1,508 -4%
BWM
622
BCS Wealth Management
Tennessee
$1M +$1M +32,955 New
EGM
623
Engineers Gate Manager
New York
$998K -$25.3K -834 -2%
TCA
624
Transcend Capital Advisors
New Jersey
$995K -$17.1K -562 -2%
BFG
625
Bleakley Financial Group
New Jersey
$995K +$107K +3,510 +12%