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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ECG
826
Edge Capital Group
Georgia
$720K +$115K +1,970 +19%
GC
827
Gratus Capital
Georgia
$719K -$54.7K -933 -7%
SIM
828
Sentry Investment Management
Wisconsin
$719K -$28K -478 -4%
SP
829
Successful Portfolios
Florida
$718K +$303K +5,164 +73%
EAM
830
Erste Asset Management
Austria
$717K +$39.8K +669 +6%
CNC
831
Canandaigua National Corp
New York
$713K -$13.5K -230 -2%
BHBT
832
Burke & Herbert Bank & Trust
Virginia
$711K -$11.4K -194 -2%
HSA
833
HBK Sorce Advisory
Pennsylvania
$711K +$282K +4,806 +66%
LWP
834
Lumature Wealth Partners
Georgia
$705K
IWC
835
Integrated Wealth Concepts
Massachusetts
$702K +$65.4K +1,115 +10%
ADL
836
Asset Dedication LLC
California
$701K +$18.8K +321 +3%
SC
837
Savant Capital
Illinois
$701K +$23.2K +396 +3%
CPSAC
838
Chas P. Smith & Associates (CPS)
Florida
$695K +$293 +5 +0%
SBL
839
Sargent Bickham Lagudis
Colorado
$695K +$143K +2,442 +26%
XT
840
XTX Topco
Cayman Islands
$695K +$695K +11,849 New
CG
841
Caprock Group
Idaho
$694K +$156K +2,660 +29%
AL
842
Aspiriant LLC
California
$688K +$21.2K +362 +3%
TAIM
843
TD Ameritrade Investment Management
Nebraska
$688K +$59.1K +1,553 +9%
BWM
844
BT Wealth Management
Georgia
$685K +$235K +4,000 +52%
SWM
845
Sculati Wealth Management
Michigan
$684K
SBH
846
Segall Bryant & Hamill
Illinois
$683K +$188K +3,200 +38%
FAM
847
Formidable Asset Management
Ohio
$682K -$23.9K -407 -3%
OWA
848
Outlook Wealth Advisors
Texas
$681K +$8.57K +146 +1%
EWA
849
EP Wealth Advisors
California
$679K -$63K -1,074 -8%
AII
850
AGF Investments Inc
Ontario, Canada
$679K +$29.6K +504 +5%