TFC icon

Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HFG
851
Heron Financial Group
New York
$678K
BB
852
Busey Bank
Illinois
$674K +$938 +16 +0.1%
OAM
853
Optimal Asset Management
California
$672K +$939 +16 +0.1%
EMG
854
ETF Managers Group
New Jersey
$670K +$61.3K +1,032 +10%
SW
855
SVB Wealth
Massachusetts
$660K +$144K +2,453 +28%
CIC
856
Carnegie Investment Counsel
Ohio
$659K -$33.2K -565 -5%
RIA
857
Realta Investment Advisors
Delaware
$657K +$20.1K +342 +3%
EHWM
858
Eads & Heald Wealth Management
Georgia
$657K +$40.2K +685 +7%
SJL
859
Shayne & Jacobs LLC
Tennessee
$656K
PTC
860
Philadelphia Trust Company
Pennsylvania
$653K -$138K -2,350 -17%
SAM
861
Summit Asset Management
Tennessee
$653K -$56.5K -964 -8%
MWM
862
Marietta Wealth Management
Georgia
$651K
CWP
863
Curated Wealth Partners
California
$650K +$263K +4,483 +68%
OCG
864
Opus Capital Group
Ohio
$648K -$212K -3,607 -25%
HAG
865
HighPoint Advisor Group
Illinois
$645K +$125K +2,132 +24%
BFO
866
Biltmore Family Office
North Carolina
$644K -$17.6K -300 -3%
BP
867
Ballentine Partners
Massachusetts
$644K -$5.1K -87 -0.8%
MSFS
868
Main Street Financial Solutions
Pennsylvania
$642K +$121K +2,055 +23%
FCFC
869
First Commonwealth Financial Corp
Pennsylvania
$638K +$33.1K +564 +5%
AWMT
870
AAFMAA Wealth Management & Trust
North Carolina
$635K
EWM
871
Evermay Wealth Management
Virginia
$633K -$14.7K -250 -2%
CA
872
CSM Advisors
Pennsylvania
$633K
NRA
873
NSI Retail Advisors
Pennsylvania
$633K
DA
874
Denali Advisors
California
$628K +$628K +10,700 New
GRQ
875
Gardner Russo & Quinn
Pennsylvania
$624K +$2.7K +46 +0.4%