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Truist Financial

1,029 hedge funds and large institutions have $26.1B invested in Truist Financial in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 364 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+47
Holders Change %
+4.79%
% of All Funds
23.62%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.69%
New
120
Increased
364
Reduced
387
Closed
61
Calls
$150M
Puts
$101M
Net Calls
+$48.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
851
Haverford Financial Services
Pennsylvania
$218K +$218K +4,197 New
Lido Advisors
852
Lido Advisors
California
$217K -$59.9K -1,154 -22%
IWM
853
IHT Wealth Management
Illinois
$216K +$14.4K +282 +7%
WJA
854
Williams Jones & Associates
New York
$216K +$216K +4,150 New
MI
855
Moneywise Inc
Virginia
$215K -$30.7K -590 -13%
AW
856
ACG Wealth
Georgia
$214K +$214K +4,103 New
AAM
857
American Asset Management
Florida
$213K
CWS
858
Cypress Wealth Services
California
$211K -$31.2K -600 -13%
FNBT
859
FineMark National Bank & Trust
Florida
$209K +$209K +4,007 New
MHIC
860
Marble Harbor Investment Counsel
Massachusetts
$208K +$208K +4,000 New
BHIA
861
Birch Hill Investment Advisors
Massachusetts
$208K +$208K +4,006 New
ECM
862
Evergreen Capital Management
Washington
$207K +$207K +3,971 New
KIA
863
KCM Investment Advisors
California
$207K +$207K +3,983 New
SAM
864
Sawgrass Asset Management
Florida
$206K -$3.91K -75 -2%
ARMT
865
Amica Retiree Medical Trust
Rhode Island
$205K -$36.8K -706 -15%
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$204K -$386K -7,421 -65%
BIM
867
Bridges Investment Management
Nebraska
$204K +$204K +3,915 New
LSAG
868
Lake Street Advisors Group
New Hampshire
$204K +$204K +3,918 New
BWAM
869
Boyd Watterson Asset Management
Ohio
$203K -$9.1K -175 -4%
DOA
870
D'Orazio & Associates
Virginia
$203K
AC
871
Abbrea Capital
California
$202K +$202K +3,875 New
BAM
872
Berkshire Asset Management
Pennsylvania
$201K +$201K +3,857 New
PGA
873
Premia Global Advisors
Florida
$200K
XS
874
XML Securities
Maryland
$200K +$200K +3,842 New
OC
875
Oakworth Capital
Alabama
$199K -$1.32K -25 -0.7%