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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 %
MSA
776
Marino Stram & Associates
Massachusetts
$896K +$10.2K +238 +1%
PA
777
Procyon Advisors
Connecticut
$895K +$361K +8,379 +67%
FTDI
778
First Trust Direct Indexing
Massachusetts
$894K -$84.4K -1,961 -9%
AWM
779
Aprio Wealth Management
Georgia
$883K -$34.3K -796 -4%
BIA
780
BHK Investment Advisors
Alabama
$879K -$37.7K -876 -4%
IAIM
781
Industrial Alliance Investment Management
Quebec, Canada
$877K
FBT
782
First Bankers Trust
Kentucky
$874K -$41.3K -960 -5%
GCM
783
Galibier Capital Management
Ontario, Canada
$871K +$219K +5,100 +34%
MCCP
784
Mission Creek Capital Partners
California
$871K -$42.4K -986 -5%
OFG
785
OmniStar Financial Group
North Carolina
$870K +$818 +19 +0.1%
MA
786
MAS Advisors
Florida
$868K
WIC
787
Woodmont Investment Counsel
Tennessee
$866K +$3.57K +83 +0.4%
DI
788
DFPG Investments
Utah
$865K +$440K +9,481 +103%
FL
789
Fourthstone LLC
Missouri
$865K -$172K -4,000 -17%
TF
790
TIAA FSB
Florida
$865K -$77.5K -1,802 -8%
FOFP
791
Fee-Only Financial Planning
South Carolina
$861K +$861K +20,014 New
NSB
792
Norway Savings Bank
Maine
$861K +$68.6K +1,595 +9%
CA
793
Clearstead Advisors
Ohio
$860K -$4.13K -96 -0.5%
OIA
794
OneDigital Investment Advisors
Kansas
$858K +$92.4K +2,147 +12%
FIA
795
Foundations Investment Advisors
Arizona
$856K +$542K +12,600 +173%
GHA
796
GW Henssler & Associates
Georgia
$850K +$20.4K +473 +2%
LFA
797
Legacy Financial Advisors
Kentucky
$836K -$47.6K -1,106 -5%
CCP
798
Cassia Capital Partners
North Carolina
$829K +$341K +7,936 +70%
BTW
799
Boston Trust Walden
Massachusetts
$827K -$4.09K -95 -0.5%
FSA
800
Franklin Street Advisors
North Carolina
$822K -$98.9K -2,300 -11%