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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 %
LNWWM
751
Laird Norton Wetherby Wealth Management
California
$765K -$112K -3,295 -13%
HTC
752
Haverford Trust Company
Pennsylvania
$765K -$8.94M -262,223 -92%
IA
753
IFP Advisors
Florida
$762K -$1.46M -26,670 -66%
MSA
754
Marino Stram & Associates
Massachusetts
$757K +$46.9K +1,376 +7%
SAMT
755
Select Asset Management & Trust
Pennsylvania
$754K +$512K +15,000 +211%
MAS
756
Meeder Advisory Services
Ohio
$752K -$44.3K -1,299 -6%
MIM
757
MTM Investment Management
South Carolina
$748K -$143K -4,189 -16%
Los Angeles Capital Management
758
Los Angeles Capital Management
California
$745K -$35.1M -1,030,578 -98%
SLI
759
Sumitomo Life Insurance
Japan
$734K -$7.5K -220 -1%
CG
760
Caprock Group
Idaho
$734K +$243K +7,118 +49%
SFG
761
Summit Financial Group
West Virginia
$729K
IC
762
IEQ Capital
California
$725K +$295K +8,661 +69%
AF
763
Allworth Financial
California
$725K -$57.8K -1,694 -7%
FBT
764
First Bankers Trust
Kentucky
$723K +$30.7K +899 +4%
SFP
765
Shepherd Financial Partners
Massachusetts
$720K +$1.81K +53 +0.3%
PA
766
Profund Advisors
Maryland
$717K -$148K -4,332 -17%
Vontobel Holding
767
Vontobel Holding
Switzerland
$714K -$86.4K -2,533 -11%
CA
768
Clearstead Advisors
Ohio
$707K +$26.2K +768 +4%
Lido Advisors
769
Lido Advisors
California
$706K +$89.8K +2,634 +15%
FTDI
770
First Trust Direct Indexing
Massachusetts
$705K -$3.48K -102 -0.5%
CCA
771
Cravens & Co Advisors
Tennessee
$705K -$159K -4,653 -18%
GLR
772
Great Lakes Retirement
Ohio
$700K +$78.2K +2,293 +13%
SC
773
Searle & Co
Connecticut
$698K -$16.3K -500 -2%
SG Americas Securities
774
SG Americas Securities
New York
$697K +$381K +11,168 +120%
AWM
775
Atticus Wealth Management
Florida
$696K +$62.1K +1,820 +10%