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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 %
CCA
726
Cravens & Co Advisors
Tennessee
$628K
MWM
727
Meridian Wealth Management
Kentucky
$624K -$59.7K -1,967 -9%
IC
728
IEQ Capital
California
$618K -$27.8K -916 -4%
PA
729
Profund Advisors
Maryland
$616K -$22.3K -735 -3%
CAMV
730
Concord Asset Management (Virginia)
Virginia
$614K +$138K +4,531 +29%
OFG
731
OmniStar Financial Group
North Carolina
$613K +$728 +24 +0.1%
GFA
732
Gallagher Fiduciary Advisors
Illinois
$610K +$99.4K +3,274 +19%
DWA
733
Douglass Winthrop Advisors
New York
$608K +$75.9K +2,500 +14%
FOFP
734
Fee-Only Financial Planning
South Carolina
$607K
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$605K -$76K -2,505 -11%
CCM
736
Canal Capital Management
Virginia
$603K +$5.01K +165 +0.8%
NEI
737
Northwest & Ethical Investments
Ontario, Canada
$602K -$1.04M -34,196 -63%
SLI
738
Sumitomo Life Insurance
Japan
$600K -$53.3K -1,757 -8%
WT
739
Washington Trust
Rhode Island
$595K -$830K -27,347 -58%
MGIA
740
Moneta Group Investment Advisors
Missouri
$595K +$46.3K +1,527 +8%
EH
741
Equitable Holdings
New York
$593K -$2.73K -90 -0.5%
PVI
742
Pine Valley Investments
New Jersey
$591K +$591K +19,476 New
CHC
743
City Holding Co
West Virginia
$590K +$166K +5,457 +39%
RF
744
Rollins Financial
Georgia
$590K +$316K +10,400 +115%
WCA
745
Westover Capital Advisors
Delaware
$589K -$374K -12,328 -39%
BFM
746
Boothbay Fund Management
New York
$589K +$589K +19,405 New
WQ
747
Wealth Quarterback
New Jersey
$587K +$25.2K +831 +4%
DEA
748
DoubleLine ETF Adviser
Florida
$586K +$130K +4,273 +28%
MFT
749
Moisand Fitzgerald Tamayo
Florida
$586K
CCP
750
Cassia Capital Partners
North Carolina
$584K -$152 -5 -0%