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Truist Financial

1,264 hedge funds and large institutions have $26.7B invested in Truist Financial in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 445 increasing their positions, 556 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
-38
Holders Change %
-2.92%
% of All Funds
20.15%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
112
Increased
445
Reduced
556
Closed
133
Calls
$348M
Puts
$206M
Net Calls
+$142M
Net Calls Change
+$74.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
626
AssetMark Inc
California
$844K -$799K -27,922 -49%
JCM
627
Jacobi Capital Management
Pennsylvania
$836K +$23.1K +808 +3%
DAC
628
Dividend Assets Capital
South Carolina
$831K -$12.5K -437 -1%
IAIM
629
International Assets Investment Management
Florida
$831K +$831K +30,222 New
CL
630
CSS LLC
Illinois
$830K +$11.4K +400 +1%
AIMCA
631
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$824K
VFA
632
Voya Financial Advisors
Connecticut
$823K +$15.6K +551 +2%
FSA
633
Fort Sheridan Advisors
Illinois
$823K -$13.6K -474 -2%
VI
634
Vestcor Inc
New Brunswick, Canada
$820K -$72.3K -2,527 -8%
CAG
635
Csenge Advisory Group
Florida
$819K +$18.4K +642 +2%
TCA
636
Transcend Capital Advisors
New Jersey
$819K -$119K -4,174 -13%
SWM
637
Spire Wealth Management
Virginia
$812K +$314K +10,976 +63%
IWP
638
Icon Wealth Partners
Texas
$811K -$1.68M -58,825 -67%
KLCM
639
KG&L Capital Management
Louisiana
$810K +$149K +5,202 +23%
TTWM
640
TCV Trust & Wealth Management
Virginia
$809K
ACL
641
Applied Capital LLC
Florida
$806K +$27.6K +963 +4%
BFG
642
Bleakley Financial Group
New Jersey
$806K -$132K -4,617 -14%
SS
643
Simplicity Solutions
Minnesota
$806K -$132K -4,607 -14%
HF
644
HRT Financial
New York
$802K +$451K +15,793 +129%
AF
645
Ally Financial
Michigan
$801K
FFA
646
Founders Financial Alliance
North Carolina
$801K +$7.93K +277 +1%
HL
647
HeadInvest LLC
Maine
$795K -$232K -8,407 -23%
SVWAG
648
Sound View Wealth Advisors Group
Georgia
$795K +$2.4K +84 +0.3%
RA
649
RFG Advisory
Alabama
$792K -$83.5K -2,920 -10%
FIA
650
Foundations Investment Advisors
Arizona
$791K -$88.7K -3,099 -10%