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Truist Financial

899 hedge funds and large institutions have $23.6B invested in Truist Financial in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 342 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+32
Holders Change %
+3.69%
% of All Funds
22.41%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.35%
New
97
Increased
342
Reduced
323
Closed
54
Calls
$225M
Puts
$205M
Net Calls
+$20.3M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
851
Delta Asset Management
Tennessee
$19K +$5.01K +111 +36%
NCM
852
Nelson Capital Management
California
$18K
IP
853
Intellectus Partners
California
$18K
LWCFA
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$18K +400 New
EWM
855
Endurance Wealth Management
Rhode Island
$18K +$18K +400 New
JGIA
856
Jackson Grant Investment Advisers
Connecticut
$18K +$18K +400 New
MUS
857
Mitsubishi UFJ Securities
Japan
$17K -$17.4K -400 -51%
GAM
858
Gemmer Asset Management
California
$16K
PK
859
Pflug Koory
Nebraska
$14K
CCMW
860
Cypress Capital Management (Wyoming)
Wyoming
$13.4K
AIM
861
Assured Investment Management
New York
$13K +$13K +286 New
FCMT
862
Founders Capital Management (Texas)
Texas
$13K +$13K +300 New
OFW
863
Omnia Family Wealth
Florida
$12K
CP
864
Corbenic Partners
Pennsylvania
$12K
PFBT
865
Parkside Financial Bank & Trust
Missouri
$12K +$482 +11 +4%
WT
866
Whittier Trust
California
$12K +$12K +265 New
DIA
867
Davidson Investment Advisors
Montana
$11K +$11K +250 New
PB
868
Pinnacle Bancorp
Nebraska
$11K +$11K +251 New
SA
869
SpiderRock Advisors
Delaware
$10K
SGAM
870
Smith Group Asset Management
Texas
$10K
PMFA
871
Plante Moran Financial Advisors
Michigan
$9K -$14.3K -333 -61%
AIM
872
Arcadia Investment Management
Michigan
$9K
AWM
873
Avior Wealth Management
Nebraska
$8K +$84 +2 +1%
IPC
874
Independent Portfolio Consultants
Florida
$7K -$13.1K -298 -65%
TFO
875
Tarbox Family Office
California
$7K