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Truist Financial

1,346 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 716 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+316
Holders Change %
+30.68%
% of All Funds
26.58%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
404
Increased
716
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LWMM
826
Legacy Wealth Management (Mississippi)
Mississippi
$645K +$645K +11,447 New
BCWM
827
Bartlett & Co Wealth Management
Ohio
$645K +$51.2K +909 +9%
SCA
828
Snowden Capital Advisors
New York
$643K +$136K +2,416 +27%
TF
829
TLWM Financial
Texas
$642K -$168 -3 -0%
MPIA
830
Mountain Pacific Investment Advisers
Idaho
$641K +$641K +11,385 New
FAM
831
Formidable Asset Management
Ohio
$640K +$103K +1,827 +19%
PL
832
Parthenon LLC
Kentucky
$634K -$2.82K -50 -0.4%
CA
833
Cetera Advisors
Colorado
$634K +$221K +4,021 +53%
SJL
834
Shayne & Jacobs LLC
Tennessee
$629K +$213K +3,780 +51%
AW
835
Alpha Windward
Massachusetts
$628K +$267K +4,738 +74%
FA
836
Fiducient Advisors
Illinois
$620K
CCM
837
Compton Capital Management
Rhode Island
$619K +$619K +10,999 New
CCA
838
Checchi Capital Advisers
California
$618K +$301K +5,337 +95%
WA
839
Wealth Alliance
New York
$618K +$618K +10,975 New
SMM
840
Stadion Money Management
Georgia
$614K -$179K -3,169 -23%
RMDI
841
R.M. Davis Inc
Maine
$612K +$53.1K +942 +9%
AWM
842
Altavista Wealth Management
North Carolina
$611K +$7.49K +133 +1%
IC
843
IEQ Capital
California
$610K +$610K +10,837 New
SCM
844
Shelton Capital Management
Colorado
$607K +$250K +4,435 +70%
PGWM
845
Parisi Gray Wealth Management
New Jersey
$607K +$607K +10,773 New
EI
846
Ethic Inc
New York
$605K +$605K +10,739 New
ATPW
847
Ashton Thomas Private Wealth
Arizona
$604K +$604K +10,723 New
SVWAG
848
Sound View Wealth Advisors Group
Georgia
$601K +$167K +2,959 +38%
CT
849
Cambridge Trust
Massachusetts
$597K +$199K +3,542 +50%
FA
850
FMA Advisory
Pennsylvania
$595K +$189K +3,361 +47%