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Truist Financial

1,440 hedge funds and large institutions have $46.3B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 636 increasing their positions, 495 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
-60
Holders Change %
-4%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
90
Increased
636
Reduced
495
Closed
125
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
701
Csenge Advisory Group
Florida
$1.12M +$126K +2,663 +13%
SWM
702
Spire Wealth Management
Virginia
$1.11M -$646K -13,634 -37%
SBIA
703
Sheaff Brock Investment Advisors
Indiana
$1.11M +$4.74K +100 +0.4%
SS
704
Simplicity Solutions
Minnesota
$1.11M +$192K +4,043 +21%
CAC
705
Certified Advisory Corp
Florida
$1.1M -$23K -484 -2%
DAS
706
Dynamic Advisor Solutions
Arizona
$1.1M +$15.3K +323 +1%
WANY
707
Wealthspire Advisors (New York)
New York
$1.08M -$30.8K -649 -3%
MGP
708
Metis Global Partners
California
$1.08M +$81.6K +1,721 +8%
WFS
709
Widmann Financial Services
Maryland
$1.07M +$21.5K +453 +2%
VFA
710
Voya Financial Advisors
Connecticut
$1.07M +$223K +4,699 +26%
EWA
711
EP Wealth Advisors
California
$1.07M +$128K +2,689 +14%
Vontobel Holding
712
Vontobel Holding
Switzerland
$1.06M -$27.7K -584 -3%
AF
713
Allworth Financial
California
$1.06M +$923K +19,447 +682%
LIM
714
Loudon Investment Management
New Hampshire
$1.06M +$457K +9,645 +76%
AWM
715
Aprio Wealth Management
Georgia
$1.05M +$8.54K +180 +0.8%
AT
716
American Trust
Kentucky
$1.05M -$105K -2,220 -9%
FTDI
717
First Trust Direct Indexing
Massachusetts
$1.04M -$146K -3,084 -12%
SC
718
Searle & Co
Connecticut
$1.04M -$5.45K -115 -0.5%
VWA
719
V Wealth Advisors
Kansas
$1.03M +$551K +11,634 +115%
BL
720
Balentine LLC
Georgia
$1.03M -$448K -9,446 -30%
NB
721
Nicolet Bankshares
Wisconsin
$1.03M +$127K +2,678 +14%
LSV Asset Management
722
LSV Asset Management
Illinois
$1.03M
SKK
723
Shepherd Kaplan Krochuk
Massachusetts
$1.03M +$114K +2,403 +12%
GA
724
GoalVest Advisory
New York
$1.03M +$1.03M +21,074 +150,529%
MCCP
725
Mission Creek Capital Partners
California
$1.02M -$22.8K -481 -2%