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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 %
LA
851
Lindenwold Advisors
Pennsylvania
$397K
WI
852
WrapManager Inc
California
$395K -$208K -6,862 -35%
AT
853
Avalon Trust
New Mexico
$395K -$39.3K -1,295 -9%
PI
854
Putnam Investments
Massachusetts
$394K +$394K +12,974 New
RFA
855
Register Financial Advisors
Georgia
$393K +$2.88K +95 +0.7%
AIM
856
Allen Investment Management
New York
$393K
CIC
857
Chilton Investment Company
Connecticut
$393K
PAM
858
Panagora Asset Management
Massachusetts
$392K -$52.2K -1,720 -12%
WAAG
859
Wealth Alliance Advisory Group
Kansas
$392K -$30K -987 -7%
NHT
860
New Hampshire Trust
New Hampshire
$390K +$18.5K +608 +5%
FDCDDQ
861
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K +$13.2K +435 +4%
GT
862
Greenleaf Trust
Michigan
$389K -$117K -3,845 -23%
RBFC
863
Roman Butler Fullerton & Co
Missouri
$389K +$152K +4,266 +64%
MIFH
864
Migdal Insurance & Financial Holdings
Israel
$387K -$1.19M -38,774 -75%
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$32.7K -1,076 -8%
GWM
866
Geneos Wealth Management
Colorado
$386K +$3.22K +106 +0.8%
WA
867
WBH Advisory
Maryland
$384K +$11.9K +391 +3%
HIGP
868
Hill Investment Group Partners
Missouri
$383K
MAM
869
Montchanin Asset Management
Delaware
$380K -$187K -6,015 -33%
EWA
870
Exencial Wealth Advisors
Oklahoma
$378K +$6.22K +205 +2%
GL
871
Graypoint LLC
New York
$378K -$94.4K -3,112 -20%
OAJ
872
Ogorek Anthony Joseph
New York
$377K +$6.07K +200 +2%
NB
873
NBT Bank
New York
$377K +$6.89K +227 +2%
SB
874
Strategic Blueprint
Georgia
$372K +$65.3K +2,151 +21%
BL
875
Balentine LLC
Georgia
$372K +$24.3K +801 +7%