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Truist Financial

700 hedge funds and large institutions have $17.9B invested in Truist Financial in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-26
Holders Change %
-3.58%
% of All Funds
18.67%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
49
Increased
278
Reduced
248
Closed
66
Calls
$114M
Puts
$62.1M
Net Calls
+$52M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
651
Smithfield Trust
Pennsylvania
$28K
OFS
652
Orrstown Financial Services
Pennsylvania
$27K
CYG
653
Clean Yield Group
Vermont
$26K +$26K +671 New
MUS
654
Mitsubishi UFJ Securities
Japan
$25K +$25K +630 New
Simplex Trading
655
Simplex Trading
Illinois
$25K +$25K +656 New
DADC
656
D.A. Davidson & Co
Montana
$24K -$28.7K -772 -54%
IMS
657
Index Management Solutions
Pennsylvania
$23K -$13.4K -341 -37%
KCM
658
Karp Capital Management
California
$23K -$3.4K -87 -13%
PFSC
659
Peoples Financial Services Corp
Pennsylvania
$22K
WTC
660
WhitTier Trust Company
Nevada
$20K
AWM
661
AllSquare Wealth Management
New York
$20K
KT
662
Kanaly Trust
Texas
$18K +$6.99K +179 +63%
ZB
663
Zions Bancorporation
Utah
$16K +$16K +410 New
NYLT
664
New York Life Trust
New York
$15K +$15K +389 New
LWA
665
Lowe Wealth Advisors
Maryland
$14K +$9.99K +249 +249%
JAM
666
Jolley Asset Management
North Carolina
$13K
GI
667
Gradient Investments
Minnesota
$13K +$13K +335 New
GAM
668
Gemmer Asset Management
California
$12K
SJIM
669
St. Johns Investment Management
Florida
$12K
DA
670
Dunvegan Associates
California
$12K
CCMW
671
Cypress Capital Management (Wyoming)
Wyoming
$11.7K
CFA
672
CT Financial Advisors
Pennsylvania
$11.7K
PMFA
673
Plante Moran Financial Advisors
Michigan
$11K
EWM
674
Edge Wealth Management
New York
$11K
WCM
675
Wealthcare Capital Management
Virginia
$11K +$11K +292 New