TFC icon

Truist Financial

1,156 hedge funds and large institutions have $37.4B invested in Truist Financial in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 395 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
-7
Holders Change %
-0.6%
% of All Funds
23.39%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.26%
New
93
Increased
395
Reduced
518
Closed
92
Calls
$156M
Puts
$88M
Net Calls
+$68M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
751
Augustine Asset Management
Florida
$465K -$36K -948 -7%
PFA
752
Pathway Financial Advisors
Vermont
$460K -$16.4K -424 -3%
WCAMG
753
Woodard & Company Asset Management Group
North Carolina
$459K -$36K -945 -7%
FAM
754
Formidable Asset Management
Ohio
$457K -$575 -15 -0.1%
OPS
755
Orion Portfolio Solutions
Nebraska
$455K +$148K +3,882 +48%
WS
756
Wedbush Securities
California
$452K +$117K +3,065 +35%
CPSAC
757
Chas P. Smith & Associates (CPS)
Florida
$450K +$228 +6 +0.1%
BP
758
Ballentine Partners
Massachusetts
$449K -$16K -420 -3%
PA
759
Parallel Advisors
California
$449K +$103K +2,700 +30%
CFMC
760
Curbstone Financial Management Corp
New Hampshire
$446K -$56.5K -1,486 -11%
LOPW
761
Live Oak Private Wealth
North Carolina
$444K -$42.3K -1,111 -9%
SWM
762
Sculati Wealth Management
Michigan
$444K
WC
763
Westhampton Capital
North Carolina
$443K -$18.7K -492 -4%
Carson Wealth (CWM LLC)
764
Carson Wealth (CWM LLC)
Nebraska
$443K
AII
765
AGF Investments Inc
Ontario, Canada
$442K +$266K +6,995 +151%
QI
766
Qtron Investments
Massachusetts
$434K
EF
767
Empirical Finance
Pennsylvania
$431K +$89.3K +2,349 +26%
GIA
768
Gateway Investment Advisers
Ohio
$430K -$15.4K -405 -3%
SJL
769
Shayne & Jacobs LLC
Tennessee
$425K
PL
770
Parthenon LLC
Kentucky
$423K
MWM
771
Marietta Wealth Management
Georgia
$422K
ADL
772
Asset Dedication LLC
California
$422K +$101K +2,671 +32%
CGL
773
Clarius Group LLC
Washington
$421K +$82.9K +2,179 +25%
EH
774
Equitable Holdings
New York
$419K -$647K -17,024 -61%
CA
775
Cetera Advisors
Colorado
$418K +$67.5K +1,772 +19%