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Truist Financial

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CPSAC
826
Chas P. Smith & Associates (CPS)
Florida
$690K +$233 +4 +0%
CWC
827
Carolinas Wealth Consulting
North Carolina
$689K -$23.3K -400 -3%
BS
828
Boenning & Scattergood
Pennsylvania
$687K +$132K +2,271 +24%
HFG
829
Heron Financial Group
New York
$683K
FPWM
830
FSB Premier Wealth Management
Iowa
$681K -$85.3K -1,463 -11%
SWM
831
Sculati Wealth Management
Michigan
$680K
GC
832
Gratus Capital
Georgia
$679K -$8.45K -145 -1%
MCM
833
MAI Capital Management
Ohio
$672K +$428K +7,344 +175%
OAM
834
Optimal Asset Management
California
$667K +$157K +2,700 +31%
AII
835
AGF Investments Inc
Ontario, Canada
$663K -$15.2K -261 -2%
EF
836
Empirical Finance
Pennsylvania
$658K
OPS
837
Orion Portfolio Solutions
Nebraska
$657K -$60.1K -1,030 -8%
MGWM
838
Marks Group Wealth Management
Minnesota
$654K +$21K +361 +3%
SJL
839
Shayne & Jacobs LLC
Tennessee
$652K
PL
840
Parthenon LLC
Kentucky
$648K
MWM
841
Marietta Wealth Management
Georgia
$647K
EMG
842
ETF Managers Group
New Jersey
$647K +$86.9K +1,477 +16%
MSA
843
Marino Stram & Associates
Massachusetts
$645K +$69.8K +1,196 +12%
CRI
844
Colonial River Investments
Virginia
$641K -$27.5K -472 -4%
AAM
845
Augustine Asset Management
Florida
$641K
BP
846
Ballentine Partners
Massachusetts
$641K +$37.5K +644 +6%
RIA
847
Realta Investment Advisors
Delaware
$632K +$35.8K +614 +6%
AWMT
848
AAFMAA Wealth Management & Trust
North Carolina
$631K
SMM
849
Stadion Money Management
Georgia
$629K
TAM
850
Trust Asset Management
Texas
$628K +$113K +1,931 +22%