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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 %
PT
651
Plimoth Trust
Massachusetts
$790K -$24.7K -865 -3%
VFA
652
Valeo Financial Advisors
Indiana
$783K -$7.7K -269 -1%
DIP
653
Davis Investment Partners
North Carolina
$780K -$34.6K -1,269 -4%
VA
654
Vident Advisory
Georgia
$765K +$765K +26,723 New
CS
655
Comerica Securities
Michigan
$763K -$61.9K -2,162 -7%
SFI
656
Siemens Fonds Invest
Germany
$762K -$157K -5,484 -17%
Point72 Asset Management
657
Point72 Asset Management
Connecticut
$762K +$715K +24,991 +1,534%
UBV
658
United Bank (Virginia)
Virginia
$755K -$44.3K -1,550 -6%
LIM
659
Leavell Investment Management
Alabama
$751K -$348K -12,181 -32%
MA
660
Mutual Advisors
Nebraska
$743K -$94.4K -3,299 -11%
RFG
661
RFP Financial Group
Georgia
$743K -$121K -4,225 -14%
LWAM
662
Legacy Wealth Asset Management
Minnesota
$743K -$2.8K -98 -0.4%
RC
663
RBF Capital
California
$741K
Carson Wealth (CWM LLC)
664
Carson Wealth (CWM LLC)
Nebraska
$740K -$390K -13,637 -35%
EWM
665
EPG Wealth Management
Georgia
$733K -$44.3K -1,550 -6%
BJL
666
Brighton Jones LLC
Washington
$722K -$157K -5,500 -18%
FVWA
667
Foster Victor Wealth Advisors
South Carolina
$720K -$8.07M -295,252 -92%
RPC
668
Rossmore Private Capital
Connecticut
$715K -$6.44K -225 -0.9%
SAMT
669
Select Asset Management & Trust
Pennsylvania
$714K
OIA
670
OneDigital Investment Advisors
Kansas
$714K -$52.1K -1,822 -7%
VLC
671
Van Leeuwen & Company
New Jersey
$712K
LTAS
672
Linden Thomas Advisory Services
North Carolina
$711K -$23.2K -812 -3%
MS
673
Madden Securities
Texas
$707K +$707K +24,695 New
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$690K
SFP
675
Shepherd Financial Partners
Massachusetts
$681K +$7.01K +245 +1%