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Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BCV
751
Banque Cantonale Vaudoise
Switzerland
$974K -$128K -2,967 -12%
BW
752
Bison Wealth
Georgia
$970K +$9.45K +195 +1%
WFS
753
Widmann Financial Services
Maryland
$969K -$387 -9 -0%
TMAM
754
Tokio Marine Asset Management
Japan
$964K +$91.6K +2,128 +10%
CAAS
755
Capital Asset Advisory Services
Michigan
$962K -$88.9K -2,026 -8%
IB
756
Intrust Bank
Kansas
$956K -$320K -7,441 -25%
DIA
757
Dean Investment Associates
Ohio
$955K -$212K -4,937 -18%
WI
758
WBI Investments
New Jersey
$954K +$954K +22,174 New
LWAC
759
Laurel Wealth Advisors (California)
California
$946K -$6.24K -145 -0.7%
MFT
760
Moisand Fitzgerald Tamayo
Florida
$946K -$119K -2,760 -11%
SC
761
Searle & Co
Connecticut
$944K
VFA
762
Valeo Financial Advisors
Indiana
$940K +$47.3K +1,099 +5%
MGWM
763
Marks Group Wealth Management
Minnesota
$939K +$117K +2,714 +14%
SLI
764
Sumitomo Life Insurance
Japan
$936K -$38K -884 -4%
AT
765
American Trust
Kentucky
$936K -$14.4K -335 -2%
M
766
Mirova
France
$933K +$275K +6,402 +42%
LTAS
767
Linden Thomas Advisory Services
North Carolina
$932K +$932K +21,658 New
ATPW
768
Ashton Thomas Private Wealth
Arizona
$930K +$220K +5,118 +31%
SVWAG
769
Sound View Wealth Advisors Group
Georgia
$929K +$678K +18,369 +271%
SSWM
770
Sheets Smith Wealth Management
North Carolina
$922K -$2.71K -63 -0.3%
SFG
771
Summit Financial Group
West Virginia
$919K +$19.4K +450 +2%
SWM
772
Scissortail Wealth Management
Oklahoma
$915K +$915K +18,920 New
PPC
773
Park Place Capital
Alabama
$914K +$914K +21,251 New
MA
774
Mutual Advisors
Nebraska
$911K -$2.24K -52 -0.2%
SFP
775
Shepherd Financial Partners
Massachusetts
$907K +$3.83K +89 +0.4%