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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 %
VFA
651
Voya Financial Advisors
Connecticut
$877K -$45K -1,470 -5%
CS
652
Comerica Securities
Michigan
$875K -$251K -8,274 -22%
AIMCA
653
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$874K
FHC
654
First Heartland Consultants
Missouri
$872K +$310K +10,214 +55%
GA
655
GoalVest Advisory
New York
$871K -$58K -1,910 -6%
CL
656
CSS LLC
Illinois
$869K +$304K +10,000 +54%
SCC
657
Steel Canyon Capital
Arizona
$865K +$865K +28,514 New
PT
658
Plimoth Trust
Massachusetts
$864K -$34.9K -1,150 -4%
JCM
659
Jacobi Capital Management
Pennsylvania
$862K +$105K +3,476 +14%
ROC
660
River Oaks Capital
Minnesota
$859K +$297K +9,800 +53%
TTWM
661
TCV Trust & Wealth Management
Virginia
$858K -$17K -561 -2%
PAMG
662
Patton Albertson Miller Group
Tennessee
$857K -$153K -5,026 -15%
AF
663
Ally Financial
Michigan
$850K
CAG
664
Csenge Advisory Group
Florida
$850K -$12.4K -408 -1%
UBV
665
United Bank (Virginia)
Virginia
$848K -$23K -757 -3%
FFA
666
Founders Financial Alliance
North Carolina
$841K +$146K +4,825 +21%
SVWAG
667
Sound View Wealth Advisors Group
Georgia
$840K +$37.8K +1,245 +5%
VFA
668
Valeo Financial Advisors
Indiana
$839K +$39.8K +1,313 +5%
TMAM
669
Tokio Marine Asset Management
Japan
$836K +$42.3K +1,393 +5%
FBT
670
First Bank & Trust
South Dakota
$830K -$462K -15,209 -36%
ACL
671
Applied Capital LLC
Florida
$826K +$242K +7,984 +42%
EWM
672
EPG Wealth Management
Georgia
$825K +$264K +8,708 +47%
OIA
673
OneDigital Investment Advisors
Kansas
$812K -$2.88K -95 -0.4%
WCBA
674
Weaver C. Barksdale & Associates
Tennessee
$810K -$51.8K -1,702 -6%
SSWM
675
Smith Salley Wealth Management
North Carolina
$792K -$2.76M -90,804 -78%