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Truist Financial

675 hedge funds and large institutions have $16.3B invested in Truist Financial in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 263 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.6%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
45
Increased
254
Reduced
263
Closed
42
Calls
$120M
Puts
$78.2M
Net Calls
+$41.8M
Net Calls Change
+$9.83M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
701
Concert Wealth Management
California
-$201K -5,422 Closed
MAM
702
Martingale Asset Management
Massachusetts
-$214K -5,419 Closed
LRPA
703
L. Roy Papp & Associates
Arizona
-$211K -5,349 Closed
BWM
704
Braver Wealth Management
Massachusetts
-$211K -5,340 Closed
P
705
Pitcairn
Pennsylvania
-$208K -5,276 Closed
SCM
706
Shelton Capital Management
Colorado
-$207K -5,247 Closed
FMBTD
707
First Midwest Bank Trust Division
Illinois
-$207K -5,241 Closed
KC
708
Kingfisher Capital
North Carolina
-$201K -5,099 Closed
BJL
709
Brighton Jones LLC
Washington
-$200K -5,079 Closed
CIA
710
Capital Investment Advisors
Georgia
-$200K -5,077 Closed
WAM
711
Weatherly Asset Management
California
-$195K -4,943 Closed
MUMSS
712
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$27K -680 Closed
HMS
713
Hanseatic Management Services
New Mexico
-$15K -369 Closed
MBT
714
Monroe Bank & Trust
Michigan
-$9K -233 Closed
NIM
715
NuWave Investment Management
New Jersey
-$8K -204 Closed
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$5K -131 Closed
PAS
717
Partnervest Advisory Services
California
-$4K -95 Closed
WF
718
WealthTrust Fairport
Ohio
-$2K -50 Closed