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Truist Financial

1,344 hedge funds and large institutions have $53.6B invested in Truist Financial in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 589 increasing their positions, 463 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
-25
Holders Change %
-1.83%
% of All Funds
23.46%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.37%
New
95
Increased
589
Reduced
463
Closed
102
Calls
$305M
Puts
$197M
Net Calls
+$109M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
801
Gratus Capital
Georgia
$732K +$85.3K +1,537 +13%
EIA
802
Eastover Investment Advisors
North Carolina
$731K -$8.88K -160 -1%
SACTSONJ
803
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$728K
BAS
804
Brown Advisory Securities
Maryland
$725K +$161K +2,900 +29%
CPA
805
Court Place Advisors
Maryland
$723K
CIC
806
Chilton Investment Company
Connecticut
$719K
AFAS
807
Acorn Financial Advisory Services
Virginia
$719K +$22.2K +399 +3%
LWMM
808
Legacy Wealth Management (Mississippi)
Mississippi
$716K -$21.9K -395 -3%
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$711K +$1.22K +22 +0.2%
SIM
810
Sentry Investment Management
Wisconsin
$707K +$703K +12,670 +18,632%
EFSCE
811
Enterprise Financial Services Corp (EFSC)
Missouri
$704K -$79.2K -1,426 -10%
EWA
812
EP Wealth Advisors
California
$702K -$138K -2,491 -16%
EWA
813
Exencial Wealth Advisors
Oklahoma
$701K -$268K -4,839 -28%
MYIA
814
Mount Yale Investment Advisors
Colorado
$701K +$6.77K +122 +1%
CNC
815
Canandaigua National Corp
New York
$687K -$4.66K -84 -0.7%
PCM
816
Penserra Capital Management
California
$686K +$98.6K +1,779 +17%
CCA
817
Cadent Capital Advisors
Oklahoma
$686K +$292K +5,257 +74%
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$684K
OPS
819
Orion Portfolio Solutions
Nebraska
$676K +$50.8K +915 +8%
TAM
820
Trust Asset Management
Texas
$675K +$77.2K +1,390 +13%
SAM
821
Summit Asset Management
Tennessee
$672K -$129K -2,314 -16%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$668K
BC
823
Bartlett & Co
Ohio
$668K
FAM
824
Formidable Asset Management
Ohio
$667K
LWP
825
Lumature Wealth Partners
Georgia
$667K