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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
826
Abundance Wealth Counselors
Pennsylvania
$583K +$72.3K +2,120 +14%
DA
827
Duality Advisers
Florida
$583K +$583K +17,092 New
CFCI
828
Comprehensive Financial Consultants Institutional
Indiana
$580K +$44.6K +1,307 +8%
GF
829
Gabelli Funds
New York
$580K
GFA
830
Gallagher Fiduciary Advisors
Illinois
$574K +$574K +16,833 New
WCAMG
831
Woodard & Company Asset Management Group
North Carolina
$572K
HPWA
832
Hall Private Wealth Advisors
North Carolina
$570K +$297K +8,717 +109%
MME
833
Meag Munich Ergo
Germany
$570K +$124K +3,646 +28%
GT
834
Greenleaf Trust
Michigan
$568K +$13.6K +400 +2%
SIA
835
SeaBridge Investment Advisors
New Jersey
$565K -$14.7K -430 -3%
SCM
836
Silvant Capital Management
Georgia
$565K -$630K -18,463 -53%
MYLI
837
Meiji Yasuda Life Insurance
Japan
$564K -$58.1K -1,702 -9%
CCM
838
Copeland Capital Management
Pennsylvania
$563K -$16.8K -492 -3%
FCA
839
FLC Capital Advisors
California
$561K +$11.1K +325 +2%
TIM
840
Thompson Investment Management
Wisconsin
$560K +$136K +4,000 +32%
SWA
841
Stratos Wealth Advisors
Ohio
$557K -$51.7K -1,515 -8%
AIP
842
Ameritas Investment Partners
Nebraska
$557K
CI
843
Cigna Investments
Connecticut
$551K -$8.87K -260 -2%
FMAEN1
844
Fund Management at Engine No 1
California
$549K +$50.8K +1,490 +10%
XWM
845
Xcel Wealth Management
Florida
$548K +$271K +7,950 +98%
LCWP
846
Legacy Capital Wealth Partners
Arkansas
$547K +$547K +16,043 New
P
847
&Partners
Tennessee
$546K +$49.3K +1,447 +10%
SRAM
848
Spouting Rock Asset Management
Pennsylvania
$542K +$542K +15,908 New
DCM
849
Dudley Capital Management
Virginia
$539K -$6.82K -200 -1%
TAM
850
Trust Asset Management
Texas
$538K +$25K +734 +5%