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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LTAS
726
Linden Thomas Advisory Services
North Carolina
$851K +$112K +3,298 +15%
BFEC
727
Benjamin F. Edwards & Company
Missouri
$851K -$760K -22,300 -47%
JCM
728
Jacobi Capital Management
Pennsylvania
$850K +$55.5K +1,628 +7%
VLC
729
Van Leeuwen & Company
New Jersey
$848K -$51.2K -1,500 -6%
VI
730
Versor Investments
New York
$839K -$568K -16,655 -40%
SSWM
731
Sheets Smith Wealth Management
North Carolina
$833K +$103K +3,009 +14%
BF
732
BOK Financial
Oklahoma
$830K -$2.24M -65,835 -73%
SBIA
733
Sheaff Brock Investment Advisors
Indiana
$830K -$27.3K -800 -3%
PPC
734
Park Place Capital
Alabama
$823K +$98.5K +2,890 +14%
AMIM
735
Aull & Monroe Investment Management
Alabama
$814K -$12K -352 -1%
TNA
736
True North Advisors
Texas
$809K +$6.99K +205 +0.9%
MCM
737
Monument Capital Management
Virginia
$805K -$14.2K -416 -2%
PIFP
738
Partners in Financial Planning
Virginia
$803K
CAAS
739
Capital Asset Advisory Services
Michigan
$801K +$54.2K +1,588 +7%
CCG
740
Cypress Capital Group
Florida
$799K +$393K +11,525 +97%
CM
741
CastleKnight Management
New York
$798K +$798K +23,400 New
PA
742
Procyon Advisors
Connecticut
$797K +$87.5K +2,567 +12%
SC
743
Savant Capital
Illinois
$789K +$361K +10,599 +85%
WANY
744
Wealthspire Advisors (New York)
New York
$782K -$48.1K -1,412 -6%
FFA
745
Founders Financial Alliance
North Carolina
$778K -$238K -6,992 -23%
CAC
746
Certified Advisory Corp
Florida
$775K -$16.7K -490 -2%
CG
747
Colony Group
Massachusetts
$774K -$479K -14,057 -38%
BCV
748
Banque Cantonale Vaudoise
Switzerland
$772K
WFS
749
Widmann Financial Services
Maryland
$771K +$3.44K +101 +0.4%
MWM
750
Meridian Wealth Management
Kentucky
$768K -$41.7K -1,223 -5%