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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 %
WIM
801
WealthPlan Investment Management
Nebraska
$819K -$225K -4,579 -22%
BC
802
Bridgefront Capital
Texas
$814K +$814K +18,923 New
WP
803
WealthPLAN Partners
Nebraska
$814K +$814K +16,677 New
HSA
804
HBK Sorce Advisory
Pennsylvania
$811K +$352K +8,182 +77%
SW
805
SVB Wealth
Massachusetts
$811K +$31.6K +734 +4%
DEA
806
DoubleLine ETF Adviser
Florida
$806K +$806K +18,734 New
IF
807
Intrua Financial
Texas
$805K +$260K +5,447 +48%
IMOV
808
Investment Management of Virginia
Virginia
$803K -$35.5K -826 -4%
GA
809
Greenspring Advisors
Maryland
$802K -$34.3K -796 -4%
CL
810
CSS LLC
Illinois
$801K
ACL
811
Applied Capital LLC
Florida
$800K +$800K +18,588 New
AWM
812
Atticus Wealth Management
Florida
$800K -$111K -2,582 -12%
AIP
813
Ameritas Investment Partners
Nebraska
$797K
SFS
814
Sowell Financial Services
Arkansas
$795K +$795K +18,483 New
GLR
815
Great Lakes Retirement
Ohio
$785K +$785K +18,236 New
IWM
816
IHT Wealth Management
Illinois
$784K -$39.7K -922 -5%
MYLI
817
Meiji Yasuda Life Insurance
Japan
$784K -$4.3K -100 -0.5%
ECG
818
Edge Capital Group
Georgia
$783K -$22.8K -530 -3%
Lido Advisors
819
Lido Advisors
California
$778K +$2.41K +56 +0.3%
TPW
820
Transatlantique Private Wealth
New York
$771K +$21.2K +493 +3%
SWA
821
Stratos Wealth Advisors
Ohio
$768K +$16.5K +384 +2%
AWM
822
Apollon Wealth Management
South Carolina
$767K +$45.1K +1,047 +6%
FSA
823
Fort Sheridan Advisors
Illinois
$758K -$26.9K -626 -3%
CCM
824
Canal Capital Management
Virginia
$756K +$5.9K +137 +0.8%
BCM
825
Brookstone Capital Management
Illinois
$755K +$12.2K +266 +2%