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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
DAL
801
Delta Accumulation LLC
California
$486K -$3.4M -111,994 -87%
WPA
802
West Paces Advisors
Georgia
$486K -$312K -10,274 -39%
AIP
803
Ameritas Investment Partners
Nebraska
$479K -$16K -526 -3%
TAM
804
Trust Asset Management
Texas
$479K
SFS
805
Sowell Financial Services
Arkansas
$478K +$478K +15,738 New
PTC
806
Private Trust Company
Ohio
$477K +$42.4K +1,398 +10%
FCFC
807
First Commonwealth Financial Corp
Pennsylvania
$476K +$170K +5,601 +56%
IAS
808
Insigneo Advisory Services
Florida
$474K +$185K +6,081 +64%
MMPW
809
Mitchell McLeod Pugh & Williams
Alabama
$472K +$91 +3 +0%
LCM
810
Linker Capital Management
Kentucky
$471K
WI
811
WBI Investments
New Jersey
$471K -$73.4K -2,418 -13%
1W
812
1776 Wealth
Georgia
$467K +$18.2K +600 +4%
MAG
813
Mayfair Advisory Group
Alabama
$467K +$7.59K +238 +2%
IDBONY
814
Israel Discount Bank of New York
New York
$464K +$34.6K +1,140 +8%
IRAG
815
Investment Research & Advisory Group
Georgia
$462K -$4.46K -147 -1%
RMC
816
Resources Management Corp
Connecticut
$461K -$1.11M -36,624 -71%
EF
817
Empowered Funds
Pennsylvania
$459K +$231K +7,623 +102%
EST
818
EA Series Trust
Pennsylvania
$459K +$459K +15,116 New
CCM
819
Coldstream Capital Management
Washington
$456K +$54K +1,780 +13%
RW
820
Rede Wealth
Virginia
$455K +$243 +8 +0.1%
FTDI
821
First Trust Direct Indexing
Massachusetts
$455K -$173K -5,703 -28%
MMHP
822
Murphy Middleton Hinkle & Parker
Georgia
$451K -$10.9K -360 -2%
MS
823
Maven Securities
Jersey
$449K -$159K -5,233 -26%
SAM
824
Shell Asset Management
Netherlands
$448K -$1.33M -43,878 -75%
PWP
825
Principle Wealth Partners
Connecticut
$446K +$446K +14,700 New