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Truist Financial

1,346 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 716 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+316
Holders Change %
+30.68%
% of All Funds
26.58%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
404
Increased
716
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
851
Good Life Advisors
Pennsylvania
$589K +$111K +1,968 +23%
ISWM
852
Independent Solutions Wealth Management
New York
$587K +$587K +10,421 New
GT
853
Greenleaf Trust
Michigan
$585K +$323K +5,737 +123%
GRQ
854
Gardner Russo & Quinn
Pennsylvania
$580K +$2.42K +43 +0.4%
SXL
855
Summit X LLC
Missouri
$578K +$41.2K +735 +8%
MAFM
856
Mid Atlantic Financial Management
Pennsylvania
$576K +$29.6K +526 +5%
AL
857
Aspiriant LLC
California
$576K +$253K +4,486 +78%
RG
858
Retirement Group
California
$573K +$573K +10,174 New
XWM
859
Xcel Wealth Management
Florida
$573K +$573K +10,181 New
MFG
860
Magnus Financial Group
New York
$572K +$572K +10,161 New
SBSB
861
Sullivan, Bruyette, Speros & Blaney
Virginia
$571K -$216K -3,827 -27%
MLL
862
Moody Lynn & Lieberson
Massachusetts
$571K +$8.22K +146 +1%
APG
863
Abacus Planning Group
South Carolina
$569K +$135K +2,391 +31%
SPC
864
Sigma Planning Corp
Michigan
$569K +$569K +10,102 New
FG
865
Fiduciary Group
Georgia
$568K +$568K +10,086 New
CG
866
Caprock Group
Idaho
$566K +$145K +2,581 +35%
CFG
867
Citizens Financial Group
Rhode Island
$566K +$493K +8,744 +673%
BHWM
868
Bay Harbor Wealth Management
Maryland
$565K +$549K +9,755 +3,484%
RHBC
869
R.H. Bluestein & Co
Michigan
$565K +$565K +10,035 New
LIM
870
Loudon Investment Management
New Hampshire
$562K +$4.23K +75 +0.8%
1WA
871
180 Wealth Advisors
Washington
$560K +$61K +1,106 +12%
KC
872
Kingfisher Capital
North Carolina
$558K +$2.25K +40 +0.4%
CAC
873
Certified Advisory Corp
Florida
$557K +$122K +2,160 +28%
SWM
874
Sugarloaf Wealth Management
Georgia
$557K +$557K +9,892 New
SFS
875
Sowell Financial Services
Arkansas
$555K +$485K +8,600 +690%