TFC icon

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 %
XT
676
XTX Topco
Cayman Islands
$791K +$791K +26,069 New
LWAM
677
Legacy Wealth Asset Management
Minnesota
$791K +$469K +15,438 +145%
CG
678
Colony Group
Massachusetts
$790K +$100K +3,305 +15%
RC
679
RBF Capital
California
$786K
VLC
680
Van Leeuwen & Company
New Jersey
$782K +$1.26K +40 +0.2%
LTAS
681
Linden Thomas Advisory Services
North Carolina
$779K +$21.7K +715 +3%
SC
682
Savant Capital
Illinois
$774K +$71.7K +2,363 +10%
FHA
683
First Horizon Advisors
Tennessee
$772K -$13.7K -451 -2%
NB
684
Nicolet Bankshares
Wisconsin
$766K +$304K +14,695 +66%
RPC
685
Rossmore Private Capital
Connecticut
$765K -$44.5K -1,467 -5%
HPC
686
HM Payson & Co
Maine
$759K -$61.6K -2,028 -8%
SAMT
687
Select Asset Management & Trust
Pennsylvania
$758K +$87.3K +2,875 +13%
PMG
688
ProVise Management Group
Florida
$747K +$180K +5,928 +32%
BW
689
Bison Wealth
Georgia
$737K +$31.6K +1,040 +4%
SSWM
690
Sheets Smith Wealth Management
North Carolina
$737K -$4.89K -161 -0.7%
SBIA
691
Sheaff Brock Investment Advisors
Indiana
$732K -$6.07K -200 -0.8%
VV
692
Verity & Verity
South Carolina
$731K -$10.2M -334,973 -93%
AF
693
Allworth Financial
California
$729K +$84.1K +2,771 +13%
IF
694
Intrua Financial
Texas
$724K +$173K +5,696 +31%
MCM
695
Monument Capital Management
Virginia
$717K +$819 +27 +0.1%
SFP
696
Shepherd Financial Partners
Massachusetts
$715K +$74K +2,438 +12%
AMIM
697
Aull & Monroe Investment Management
Alabama
$712K -$12.5K -411 -2%
CAAS
698
Capital Asset Advisory Services
Michigan
$711K -$66.5K -2,010 -9%
PA
699
Procyon Advisors
Connecticut
$705K -$4.34K -143 -0.6%
KLCM
700
KG&L Capital Management
Louisiana
$701K +$701K +23,099 New