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Truist Financial

982 hedge funds and large institutions have $24.8B invested in Truist Financial in 2017 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 332 increasing their positions, 337 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
22.3%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
156
Increased
332
Reduced
337
Closed
41
Calls
$201M
Puts
$170M
Net Calls
+$30.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WTFG
826
Wells Trecaso Financial Group
Ohio
$211K +$211K +4,238 New
NSIM
827
North Star Investment Management
Illinois
$210K
WKWM
828
Walter & Keenan Wealth Management
Indiana
$209K +$209K +4,195 New
AF
829
Advisornet Financial
Minnesota
$209K +$209K +4,200 New
BWA
830
Burt Wealth Advisors
Maryland
$208K -$186K -3,754 -47%
BC
831
Barnett & Company
Tennessee
$208K
IWM
832
IHT Wealth Management
Illinois
$204K +$10.1K +196 +5%
AAM
833
American Asset Management
Florida
$204K +$204K +4,102 New
BWAM
834
Boyd Watterson Asset Management
Ohio
$203K -$107K -2,150 -35%
CFG
835
Citizens Financial Group
Rhode Island
$202K -$79K -1,588 -28%
SC
836
SRB Corp
Massachusetts
$202K +$10.8K +217 +6%
I
837
IberiaBank
Louisiana
$202K +$202K +4,016 New
SAM
838
Sawgrass Asset Management
Florida
$200K +$200K +4,025 New
WG
839
Welch Group
Alabama
$199K
APA
840
American Portfolios Advisors
New York
$196K +$196K +3,933 New
DOA
841
D'Orazio & Associates
Virginia
$194K -$30.4K -612 -14%
EWM
842
Evercore Wealth Management
New York
$193K -$29.9K -600 -13%
PGA
843
Premia Global Advisors
Florida
$191K +$191K +3,845 New
JAM
844
Jolley Asset Management
North Carolina
$188K
OC
845
Oakworth Capital
Alabama
$188K +$35.1K +710 +23%
STA
846
Summit Trail Advisors
New York
$175K +$175K +3,209 New
CHP
847
Cable Hill Partners
Oregon
$171K -$15.1K -295 -8%
OSAM
848
O'Shaughnessy Asset Management
Connecticut
$165K -$8.85K -178 -5%
VFA
849
Valeo Financial Advisors
Indiana
$165K +$80.3K +1,613 +95%
LCM
850
Liberty Capital Management
Michigan
$159K