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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 %
API
701
Advisor Partners II
California
$698K -$382K -12,602 -35%
WFS
702
Widmann Financial Services
Maryland
$693K +$6.13K +202 +0.9%
NDSI
703
Newman Dignan & Sheerar Inc
Rhode Island
$693K -$300K -9,891 -30%
HW
704
Hancock Whitney
Mississippi
$683K +$377K +12,457 +124%
CAC
705
Certified Advisory Corp
Florida
$677K -$12.8K -421 -2%
PCM
706
Penserra Capital Management
California
$677K +$329K +10,864 +94%
O
707
Ossiam
France
$674K -$513K -16,907 -43%
WANY
708
Wealthspire Advisors (New York)
New York
$668K -$28K -924 -4%
MSA
709
Marino Stram & Associates
Massachusetts
$664K -$9.17K -302 -1%
Los Angeles Capital Management
710
Los Angeles Capital Management
California
$663K
Vontobel Holding
711
Vontobel Holding
Switzerland
$661K +$25.9K +853 +4%
NBT
712
Northwest Bank & Trust
Iowa
$660K +$660K +21,770 New
Westfield Capital Management
713
Westfield Capital Management
Massachusetts
$659K +$659K +21,720 New
CA
714
Clearstead Advisors
Ohio
$654K +$23.9K +788 +4%
GLR
715
Great Lakes Retirement
Ohio
$653K +$29.6K +976 +5%
EOJOAM
716
E. Ohman J:or Asset Management
Sweden
$653K -$1.08M -35,600 -62%
SFG
717
Summit Financial Group
West Virginia
$648K
PI
718
PEAK6 Investments
Illinois
$646K -$6.31M -207,802 -91%
TPW
719
Transatlantique Private Wealth
New York
$645K -$162K -5,343 -20%
LCM
720
Leisure Capital Management
California
$643K +$54.7K +1,802 +9%
CA
721
Carson Advisory
Georgia
$642K +$110K +3,622 +21%
BHPW
722
Beverly Hills Private Wealth
California
$642K +$334K +10,414 +109%
CC
723
Centiva Capital
New York
$635K +$418K +13,767 +192%
LGA
724
Lebenthal Global Advisors
New York
$635K +$209K +6,897 +49%
CFCI
725
Comprehensive Financial Consultants Institutional
Indiana
$629K +$60.2K +1,801 +11%