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Truist Financial

1,156 hedge funds and large institutions have $37.4B invested in Truist Financial in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 395 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
-7
Holders Change %
-0.6%
% of All Funds
23.39%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.26%
New
93
Increased
395
Reduced
518
Closed
92
Calls
$156M
Puts
$88M
Net Calls
+$68M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
801
Bartlett & Co Wealth Management
Ohio
$380K -$44.7K -1,175 -11%
BC
802
Bartlett & Co
Ohio
$380K -$44.7K -1,175 -11%
TIA
803
Tandem Investment Advisors
South Carolina
$378K -$40.4K -1,060 -10%
BHWM
804
Bay Harbor Wealth Management
Maryland
$378K
WANY
805
Wealthspire Advisors (New York)
New York
$377K +$55.8K +1,469 +17%
SWM
806
Sugarloaf Wealth Management
Georgia
$373K +$1.66K +44 +0.4%
BUB
807
BBVA USA Bancshares
Texas
$371K +$28.8K +765 +8%
IA
808
IFP Advisors
Florida
$370K +$27.3K +710 +8%
PCA
809
Personal Capital Advisors
California
$369K +$46.5K +1,224 +14%
SBH
810
Segall Bryant & Hamill
Illinois
$368K +$4.25K +112 +1%
LB
811
Leo Brokerage
Texas
$368K +$368K +9,804 New
RMDI
812
R.M. Davis Inc
Maine
$362K -$38.1K -1,000 -10%
DE
813
Day & Ennis
Georgia
$362K
AWM
814
Absher Wealth Management
North Carolina
$360K -$151K -3,980 -30%
IA
815
IFG Advisory
Georgia
$360K -$14.7K -386 -4%
ANRIA
816
American National Registered Investment Advisor
Texas
$360K
SBA
817
Secrest Blakey & Associates
North Carolina
$360K +$33.4K +876 +10%
FA
818
FMA Advisory
Pennsylvania
$359K -$56.8K -1,492 -14%
RG
819
Retirement Group
California
$358K
QPWM
820
Quadrant Private Wealth Management
Pennsylvania
$357K -$9.89K -260 -3%
BCM
821
Birmingham Capital Management
Alabama
$356K
AL
822
Aspiriant LLC
California
$356K
CIM
823
CIM Investment Management
Pennsylvania
$354K -$4.27K -112 -1%
QCM
824
Quest Capital Management
Texas
$350K -$95.6K -2,509 -21%
OWA
825
Outlook Wealth Advisors
Texas
$350K +$28K +736 +9%