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Truist Financial

1,064 hedge funds and large institutions have $21.5B invested in Truist Financial in 2018 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 350 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+40
Holders Change %
+3.91%
% of All Funds
23.74%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.47%
New
144
Increased
350
Reduced
427
Closed
90
Calls
$162M
Puts
$101M
Net Calls
+$61.2M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
701
GAMCO Investors
Connecticut
$455K
DIA
702
Dana Investment Advisors
Wisconsin
$448K +$207K +4,786 +86%
MWA
703
Meridian Wealth Advisors
Texas
$447K +$447K +10,314 New
BWA
704
BlueSky Wealth Advisors
North Carolina
$445K +$445K +9,000 New
LHC
705
Little House Capital
Massachusetts
$444K +$444K +10,253 New
BUB
706
BBVA USA Bancshares
Texas
$442K -$68.6K -1,584 -13%
ER
707
Enlightenment Research
Florida
$442K +$442K +10,200 New
BWL
708
Bogart Wealth LLC
Virginia
$441K +$416K +9,634 +1,699%
GRQ
709
Gardner Russo & Quinn
Pennsylvania
$438K -$21.7K -501 -5%
CAMG
710
CWA Asset Management Group
Florida
$438K +$54.9K +1,267 +14%
SBH
711
Segall Bryant & Hamill
Illinois
$437K -$97.7K -2,254 -18%
RA
712
RFG Advisory
Alabama
$434K +$434K +10,019 New
WPW
713
Winthrop Partners - WNY
New York
$433K
B
714
Barings
North Carolina
$433K
MLL
715
Moody Lynn & Lieberson
Massachusetts
$433K
SFA
716
Sequoia Financial Advisors
Ohio
$431K +$37.6K +867 +10%
GC
717
Gratus Capital
Georgia
$429K
PBO
718
Peoples Bank (Ohio)
Ohio
$426K -$28.1K -650 -6%
HWA
719
Heritage Wealth Advisors
Virginia
$425K +$109K +2,512 +34%
EWM
720
Edge Wealth Management
New York
$422K
KA
721
Kovack Advisors
Florida
$421K -$7.1K -164 -2%
First Manhattan
722
First Manhattan
New York
$421K -$87 -2 -0%
TNBTD
723
Trustmark National Bank Trust Department
Mississippi
$419K +$198K +4,559 +89%
CIM
724
CIM Investment Management
Pennsylvania
$418K -$19.9K -460 -5%
FQ
725
First Quadrant
California
$418K