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Truist Financial

879 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
21.95%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
74
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
801
BDO Wealth Advisors
Florida
$49K
PCA
802
Peddock Capital Advisors
Massachusetts
$48K
APSP
803
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K
WIM
804
Westside Investment Management
California
$47.2K
PCP
805
Proficio Capital Partners
Massachusetts
$45K +$38.3K +816 +571%
LC
806
Landaas & Company
Wisconsin
$45K +$45K +950 New
ST
807
Smithfield Trust
Pennsylvania
$44K
BWP
808
Baldwin Wealth Partners
Massachusetts
$44K +$4.74K +100 +12%
WA
809
WealthTrust-Arizona
Arizona
$44K +$14.1K +300 +47%
ClearBridge Investments
810
ClearBridge Investments
New York
$43K
NFG
811
Next Financial Group
Texas
$42K -$27.9K -591 -40%
BAM
812
Barrett Asset Management
New York
$42K
RFM
813
Royal Fund Management
Florida
$41K
EWM
814
Edge Wealth Management
New York
$40K
JCM
815
Jacobi Capital Management
Pennsylvania
$40K +$5.51K +115 +16%
YWP
816
YorkBridge Wealth Partners
New York
$39K +$14.5K +307 +59%
CAW
817
Cornerstone Advisors (Washington)
Washington
$38K
CFN
818
Cordasco Financial Network
Florida
$38K
TDC
819
Thompson Davis & Co
Virginia
$37K
PFSC
820
Peoples Financial Services Corp
Pennsylvania
$35K -$1.4K -30 -4%
NIC
821
Northwest Investment Counselors
Oregon
$35K
GWA
822
Guidant Wealth Advisors
Illinois
$33K
FMA
823
FNY Managed Accounts
New York
$32K +$32K +700 New
FA
824
Fortis Advisors
Pennsylvania
$27K +$27K +581 New
RAM
825
Riggs Asset Management
Pennsylvania
$26K