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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 %
BRWA
726
B. Riley Wealth Advisors
Florida
$1.02M -$352K -7,396 -26%
SWA
727
Stratos Wealth Advisors
Ohio
$1.02M +$9.48K +200 +0.9%
CA
728
Clearstead Advisors
Ohio
$1.01M -$43.4K -915 -4%
LWAC
729
Laurel Wealth Advisors (California)
California
$1.01M -$40.8K -860 -4%
BIA
730
BHK Investment Advisors
Alabama
$1.01M +$220K +4,650 +28%
AWM
731
Atticus Wealth Management
Florida
$1M -$16.4K -346 -2%
SB
732
Simmons Bank
Arkansas
$994K
SFG
733
Summit Financial Group
West Virginia
$992K
MA
734
Mutual Advisors
Nebraska
$986K -$51.3K -1,082 -5%
JCM
735
Jacobi Capital Management
Pennsylvania
$983K +$30.6K +646 +3%
IAIM
736
Industrial Alliance Investment Management
Quebec, Canada
$982K -$61.1K -1,288 -6%
SFP
737
Shepherd Financial Partners
Massachusetts
$979K +$104K +2,192 +12%
WIC
738
Woodmont Investment Counsel
Tennessee
$973K +$26.6K +560 +3%
GHA
739
GW Henssler & Associates
Georgia
$970K -$27.4M -578,493 -97%
Grantham, Mayo, Van Otterloo & Co (GMO)
740
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$968K +$968K +20,400 New
GA
741
Greenspring Advisors
Maryland
$966K
FBT
742
First Bankers Trust
Kentucky
$965K -$64K -1,350 -6%
THWM
743
Taylor Hoffman Wealth Management
Virginia
$964K +$289 +6 +0%
LFA
744
Legacy Financial Advisors
Kentucky
$959K +$10.6K +224 +1%
MA
745
MAS Advisors
Florida
$957K -$4.17K -88 -0.4%
OFG
746
OmniStar Financial Group
North Carolina
$954K +$2.51K +53 +0.3%
SAM
747
Sabadell Asset Management
Spain
$938K
SWM
748
Selective Wealth Management
Virginia
$936K
CWP
749
Curated Wealth Partners
California
$930K +$401K +8,456 +76%
SSWM
750
Sheets Smith Wealth Management
North Carolina
$926K -$22.6K -477 -2%