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Truist Financial

1,163 hedge funds and large institutions have $36.8B invested in Truist Financial in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 381 increasing their positions, 534 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+17
Holders Change %
+1.48%
% of All Funds
23.91%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
123
Increased
381
Reduced
534
Closed
98
Calls
$191M
Puts
$82.6M
Net Calls
+$108M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
726
Optimal Asset Management
California
$519K -$368K -9,800 -41%
SCA
727
Snowden Capital Advisors
New York
$513K -$16.2K -431 -3%
SFP
728
Shepherd Financial Partners
Massachusetts
$510K -$24.3K -647 -5%
WAAG
729
Wealth Alliance Advisory Group
Kansas
$509K
IRAG
730
Investment Research & Advisory Group
Georgia
$509K +$352K +9,406 +224%
SWM
731
Selective Wealth Management
Virginia
$506K +$367K +9,784 +265%
GCA
732
Greenwood Capital Associates
South Carolina
$506K +$506K +13,454 New
AWM
733
Absher Wealth Management
North Carolina
$505K -$141K -3,749 -22%
EIA
734
Eastover Investment Advisors
North Carolina
$505K
GC
735
Gratus Capital
Georgia
$501K -$61.4K -1,634 -11%
EWM
736
Evercore Wealth Management
New York
$497K -$76.8K -2,044 -13%
PI
737
Pettee Investors
Connecticut
$496K -$54K -1,437 -10%
CFMC
738
Curbstone Financial Management Corp
New Hampshire
$496K
SAM
739
Summit Asset Management
Tennessee
$496K +$2.63K +70 +0.5%
AAM
740
Augustine Asset Management
Florida
$495K -$103K -2,730 -17%
SACTSONJ
741
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$493K -$327K -8,700 -40%
CPA
742
Court Place Advisors
Maryland
$493K
WCAMG
743
Woodard & Company Asset Management Group
North Carolina
$488K
W
744
WealthStone
Ohio
$487K +$487K +12,963 New
SIAP
745
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$480K
LOPW
746
Live Oak Private Wealth
North Carolina
$480K +$196K +5,221 +69%
TAM
747
Todd Asset Management
Kentucky
$479K +$479K +12,766 New
BHBT
748
Burke & Herbert Bank & Trust
Virginia
$478K
BAS
749
Brown Advisory Securities
Maryland
$475K -$186K -5,275 -28%
PTC
750
Private Trust Company
Ohio
$475K -$47.6K -1,308 -9%