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Truist Financial

1,344 hedge funds and large institutions have $53.6B invested in Truist Financial in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 589 increasing their positions, 463 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
-25
Holders Change %
-1.83%
% of All Funds
23.46%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.37%
New
95
Increased
589
Reduced
463
Closed
102
Calls
$305M
Puts
$197M
Net Calls
+$109M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WCAMG
826
Woodard & Company Asset Management Group
North Carolina
$666K
CPSAC
827
Chas P. Smith & Associates (CPS)
Florida
$657K +$222 +4 +0%
CIC
828
Carnegie Investment Counsel
Ohio
$655K +$67.7K +1,220 +12%
Voloridge Investment Management
829
Voloridge Investment Management
Florida
$651K -$10.2M -184,720 -94%
SWM
830
Sculati Wealth Management
Michigan
$647K
ADL
831
Asset Dedication LLC
California
$646K +$195K +3,515 +43%
HFG
832
Heron Financial Group
New York
$642K
SC
833
Savant Capital
Illinois
$642K +$150K +2,694 +30%
BB
834
Busey Bank
Illinois
$637K +$171K +3,089 +37%
MGWM
835
Marks Group Wealth Management
Minnesota
$636K +$8.42K +151 +1%
OWA
836
Outlook Wealth Advisors
Texas
$636K +$78.8K +1,421 +14%
OAM
837
Optimal Asset Management
California
$635K
CFGS
838
Concourse Financial Group Securities
Alabama
$634K +$70.7K +1,273 +13%
ESB
839
Essex Savings Bank
Connecticut
$630K -$1.11K -18 -0.2%
NSB
840
Norway Savings Bank
Maine
$630K +$52.3K +943 +9%
EAM
841
Erste Asset Management
Austria
$630K +$630K +11,390 New
AL
842
Aspiriant LLC
California
$629K +$144K +2,601 +30%
FPWM
843
FSB Premier Wealth Management
Iowa
$628K -$20.3K -366 -3%
BFO
844
Biltmore Family Office
North Carolina
$626K -$161K -2,906 -20%
MCM
845
MAI Capital Management
Ohio
$624K -$16.4K -295 -3%
CM
846
Capula Management
Cayman Islands
$623K +$623K +11,218 New
SJL
847
Shayne & Jacobs LLC
Tennessee
$621K
PL
848
Parthenon LLC
Kentucky
$617K
MWM
849
Marietta Wealth Management
Georgia
$616K
AII
850
AGF Investments Inc
Ontario, Canada
$615K -$16K -288 -3%