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Truist Financial

1,346 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 716 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+316
Holders Change %
+30.68%
% of All Funds
26.58%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
404
Increased
716
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
S
776
Seeyond
France
$770K +$73.1K +1,297 +10%
RCA
777
Ranch Capital Advisors
Florida
$770K +$101K +1,793 +15%
SFA
778
Sequoia Financial Advisors
Ohio
$770K +$218K +3,861 +39%
AWA
779
Arete Wealth Advisors
Illinois
$770K +$770K +13,665 New
JIC
780
Johnson Investment Counsel
Ohio
$769K +$266K +4,732 +53%
TNB
781
TCF National Bank
South Dakota
$769K +$769K +13,663 New
SBH
782
Segall Bryant & Hamill
Illinois
$764K +$258K +4,565 +51%
CPSAC
783
Chas P. Smith & Associates (CPS)
Florida
$763K +$461K +8,193 +153%
HSA
784
HBK Sorce Advisory
Pennsylvania
$750K +$225K +4,006 +43%
AA
785
ALPS Advisors
Colorado
$748K +$358K +6,365 +92%
EH
786
Employers Holdings
Nevada
$745K +$190K +3,367 +34%
CPA
787
Court Place Advisors
Maryland
$739K +$739K +13,126 New
WC
788
Westhampton Capital
North Carolina
$738K +$156K +2,769 +27%
CCG
789
Cypress Capital Group
Florida
$737K -$34.4K -610 -4%
WCAMG
790
Woodard & Company Asset Management Group
North Carolina
$736K -$876K -15,552 -54%
SAM
791
Summit Asset Management
Tennessee
$736K +$736K +13,070 New
IWC
792
Integrated Wealth Concepts
Massachusetts
$735K +$735K +13,042 New
BWL
793
Bogart Wealth LLC
Virginia
$734K +$26.9K +478 +4%
SHGA
794
Sand Hill Global Advisors
California
$733K +$4.68K +83 +0.6%
LCM
795
Leisure Capital Management
California
$731K +$9.4K +167 +1%
MSAM
796
Moloney Securities Asset Management
Missouri
$726K +$185K +3,286 +34%
PJSIMP
797
P.J. Schmidt Investment Management (PJS)
Wisconsin
$725K -$22.7K -404 -3%
SIAP
798
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$720K -$199K -3,544 -22%
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$717K +$328K +5,820 +84%
MGIA
800
Moneta Group Investment Advisors
Missouri
$707K +$707K +12,553 New