TFC icon

Truist Financial

1,024 hedge funds and large institutions have $24.3B invested in Truist Financial in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 391 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.45%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
81
Increased
383
Reduced
391
Closed
74
Calls
$145M
Puts
$85.7M
Net Calls
+$59M
Net Calls Change
-$33.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
876
Valeo Financial Advisors
Indiana
$162K -$11.6K -239 -7%
MPIA
877
Mountain Pacific Investment Advisers
Idaho
$152K +$152K +3,129 New
IFAM
878
Institutional & Family Asset Management
Colorado
$151K -$18.1K -372 -11%
STA
879
Summit Trail Advisors
New York
$147K +$147K +3,030 New
AAP
880
Arax Advisory Partners
Colorado
$146K +$143K +2,932 +4,312%
GP
881
Girard Partners
Pennsylvania
$142K +$142K +2,937 New
GI
882
Gradient Investments
Minnesota
$141K -$154K -3,176 -52%
CCM
883
Cribstone Capital Management
Maine
$141K
MCM
884
Manchester Capital Management
Vermont
$140K
SAM
885
Shamrock Asset Management
Texas
$133K +$7.88K +162 +6%
CAC
886
Certified Advisory Corp
Florida
$130K +$389 +8 +0.3%
BAM
887
Belpointe Asset Management
Nevada
$129K -$419K -8,656 -76%
WAP
888
Wealthcare Advisory Partners
Pennsylvania
$127K +$62K +1,277 +95%
TRCT
889
Tower Research Capital (TRC)
New York
$124K -$968K -19,975 -89%
CFG
890
Citizens Financial Group
Rhode Island
$124K -$3.39K -70 -3%
FPB
891
First PREMIER Bank
South Dakota
$124K
RWA
892
Ropes Wealth Advisors
Massachusetts
$121K -$239K -4,928 -66%
KTC
893
Kistler-Tiffany Companies
Pennsylvania
$121K -$16.1K -332 -12%
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$12.6K +261 +12%
NEAM
895
New England Asset Management
Connecticut
$114K
IAS
896
IMA Advisory Services
Colorado
$112K
ARMC
897
American Research & Management Company
Massachusetts
$107K
GLI
898
Guardian Life Insurance
New York
$106K +$1.46K +30 +1%
AssetMark Inc
899
AssetMark Inc
California
$105K -$1.31K -27 -1%
MYIA
900
Mount Yale Investment Advisors
Colorado
$104K -$14.1K -281 -12%