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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IMOV
801
Investment Management of Virginia
Virginia
$643K +$6.14K +180 +1%
PMG
802
ProVise Management Group
Florida
$637K +$68.7K +2,016 +12%
CL
803
CSS LLC
Illinois
$635K
SWM
804
Spire Wealth Management
Virginia
$633K +$330K +9,681 +109%
LIM
805
Loudon Investment Management
New Hampshire
$633K +$388K +11,383 +159%
FHC
806
First Heartland Consultants
Missouri
$632K +$632K +18,522 New
WQ
807
Wealth Quarterback
New Jersey
$632K +$38.6K +1,132 +7%
SCA
808
STALEY CAPITAL ADVISERS
Pennsylvania
$631K +$631K +18,500 New
ROC
809
River Oaks Capital
Minnesota
$631K +$631K +18,500 New
EWM
810
EPG Wealth Management
Georgia
$630K +$213K +6,260 +51%
GHA
811
GW Henssler & Associates
Georgia
$628K -$45.8K -1,343 -7%
BW
812
Bison Wealth
Georgia
$624K +$87K +3,242 +16%
MAM
813
Montchanin Asset Management
Delaware
$623K +$78.5K +2,300 +14%
FCM
814
Fourpath Capital Management
Oklahoma
$620K +$129K +3,789 +26%
MGIA
815
Moneta Group Investment Advisors
Missouri
$616K -$3.89M -114,043 -86%
HH
816
Hilltop Holdings
Texas
$613K +$47.7K +1,399 +8%
WI
817
WBI Investments
New Jersey
$611K -$145K -4,245 -19%
BAM
818
Belpointe Asset Management
Nevada
$610K +$208K +6,103 +52%
BTW
819
Boston Trust Walden
Massachusetts
$608K -$47.7K -1,399 -7%
CA
820
Carson Advisory
Georgia
$598K +$340K +9,970 +132%
DWA
821
Douglass Winthrop Advisors
New York
$598K
TYCC
822
Texas Yale Capital Corp
Florida
$596K
ZIM
823
Zacks Investment Management
Illinois
$594K -$31M -909,700 -98%
TF
824
TIAA FSB
Florida
$588K -$97.2K -2,849 -14%
EIA
825
Eastover Investment Advisors
North Carolina
$585K -$852 -25 -0.1%