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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 %
JWCA
626
J.W. Cole Advisors
Florida
$1.22M +$72.8K +2,136 +6%
PAS
627
Park Avenue Securities
New York
$1.22M +$98.2K +2,881 +9%
API
628
Advisor Partners II
California
$1.21M -$342K -10,032 -22%
SA
629
Strategic Advisors
New York
$1.21M +$750 +22 +0.1%
ECM
630
ExodusPoint Capital Management
New York
$1.21M -$5.74M -168,314 -83%
AWS
631
Atria Wealth Solutions
New York
$1.2M +$223K +6,525 +23%
SJIM
632
St. Johns Investment Management
Florida
$1.19M +$42.3K +1,239 +4%
CM
633
Crestline Management
Texas
$1.19M -$6.62M -194,000 -85%
MCM
634
McMillion Capital Management
North Carolina
$1.19M -$55.7K -1,632 -4%
PGAM
635
Princeton Global Asset Management
New Jersey
$1.19M +$414K +12,130 +53%
HI
636
Hendershot Investments
Virginia
$1.19M -$283K -8,293 -19%
USAA
637
United Services Automobile Association
Texas
$1.18M -$692K -20,303 -37%
AA
638
Argent Advisors
Louisiana
$1.17M +$102K +2,977 +9%
FCB
639
First County Bank
Connecticut
$1.17M +$311K +9,113 +36%
EMG
640
ETF Managers Group
New Jersey
$1.17M +$735K +21,548 +168%
PI
641
Pettee Investors
Connecticut
$1.17M +$171K +5,000 +17%
FMWA
642
Forvis Mazars Wealth Advisors
Missouri
$1.16M +$191K +5,608 +20%
DAM
643
Diamant Asset Management
Connecticut
$1.16M +$1.16M +34,100 New
SWM
644
SeaCrest Wealth Management
New York
$1.16M +$54.8K +1,606 +5%
FNB
645
Farmers National Bank
Kentucky
$1.16M -$34K -997 -3%
ORAM
646
One River Asset Management
Connecticut
$1.15M +$948K +27,992 +458%
BPA
647
Beacon Pointe Advisors
California
$1.15M -$408K -11,972 -26%
EGM
648
Engineers Gate Manager
New York
$1.15M -$1.74M -51,055 -60%
IAMOG
649
Investors Asset Management of Georgia
Georgia
$1.14M +$211K +6,175 +23%
WWA
650
WCG Wealth Advisors
Nevada
$1.14M +$29.2K +855 +3%