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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
826
Whitney & Co
New York
$446K -$11.8K -388 -3%
SB
827
Simmons Bank
Arkansas
$444K +$87.8K +2,892 +25%
MC
828
Montag & Caldwell
Georgia
$442K
QCM
829
Quantinno Capital Management
New York
$441K +$121K +3,993 +38%
ECM
830
Evergreen Capital Management
Washington
$437K +$220K +7,242 +101%
HTC
831
Haverford Trust Company
Pennsylvania
$435K -$246K -8,089 -36%
EWM
832
Evercore Wealth Management
New York
$434K +$136K +4,493 +46%
FRM
833
Fox Run Management
Connecticut
$433K -$331K -10,917 -43%
CTI
834
Community Trust & Investment
Kentucky
$430K
PWM
835
Prosperity Wealth Management
California
$426K
FPWM
836
FSB Premier Wealth Management
Iowa
$424K +$48.7K +1,604 +13%
HBW
837
Hazlett, Burt & Watson
West Virginia
$422K -$13.9K -459 -3%
EFS
838
Essex Financial Services
Connecticut
$420K +$4.52K +149 +1%
TIA
839
Tandem Investment Advisors
South Carolina
$419K -$378K -12,442 -47%
BFW
840
Brady Family Wealth
Missouri
$417K +$3.89K +128 +0.9%
PIFP
841
Partners in Financial Planning
Virginia
$413K -$301K -9,929 -42%
Fisher Asset Management
842
Fisher Asset Management
Washington
$413K +$213K +7,010 +106%
IA
843
IFP Advisors
Florida
$410K -$12.3K -404 -3%
VRM
844
Vectors Research Management
New York
$410K -$2.94K -97 -0.7%
MIH
845
Meitav Investment House
Israel
$409K +$409K +13,362 New
BP
846
Ballentine Partners
Massachusetts
$409K -$10.1K -333 -2%
LOPW
847
Live Oak Private Wealth
North Carolina
$409K -$7.16K -236 -2%
IWM
848
IHT Wealth Management
Illinois
$408K -$201K -6,615 -33%
EP
849
Eudaimonia Partners
Tennessee
$398K +$184K +6,054 +86%
SACTSONJ
850
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$398K