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Truist Financial

1,030 hedge funds and large institutions have $29.7B invested in Truist Financial in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 382 increasing their positions, 408 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
-11
Holders Change %
-1.06%
% of All Funds
22.62%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.57%
New
76
Increased
382
Reduced
408
Closed
82
Calls
$194M
Puts
$90.3M
Net Calls
+$104M
Net Calls Change
+$80.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MI
876
Moneywise Inc
Virginia
$213K -$7.2K -135 -3%
BCI
877
Brinker Capital Investments
Pennsylvania
$212K -$15.2K -285 -7%
GWS
878
Glassman Wealth Services
Virginia
$212K +$53 +1 +0%
BCM
879
Brookstone Capital Management
Illinois
$212K +$212K +3,964 New
SB
880
Strategic Blueprint
Georgia
$209K +$209K +3,913 New
DOA
881
D'Orazio & Associates
Virginia
$208K
WKWM
882
Walter & Keenan Wealth Management
Indiana
$207K +$207K +3,880 New
IWA
883
Intercontinental Wealth Advisors
Texas
$206K -$2.4K -45 -1%
BHWM
884
Bar Harbor Wealth Management
New Hampshire
$205K -$21.4K -402 -9%
CGL
885
Clarius Group LLC
Washington
$202K -$27K -504 -12%
WIA
886
Westbourne Investment Advisors
Maryland
$202K -$17.3K -323 -8%
WP
887
WMS Partners
Maryland
$202K +$202K +3,788 New
CWM
888
Chesapeake Wealth Management
Virginia
$200K +$200K +3,750 New
PCG
889
Private Capital Group
Connecticut
$197K +$101K +1,889 +105%
QCG
890
Quadrant Capital Group
Ohio
$193K -$50.6K -1,014 -21%
RIA
891
Realta Investment Advisors
Delaware
$187K +$5.62K +106 +3%
AF
892
Arrow Financial
New York
$186K -$7.2K -135 -4%
HAG
893
HighPoint Advisor Group
Illinois
$185K -$3.5K -64 -2%
OC
894
Oakworth Capital
Alabama
$183K
CLOS
895
Compagnie Lombard Odier SCmA
Switzerland
$180K
GI
896
Gradient Investments
Minnesota
$166K +$10.7K +200 +7%
CIR
897
Clear Investment Research
Georgia
$160K
EI
898
Ellevest Inc
New York
$160K
EW
899
Evoke Wealth
California
$155K +$155K +2,912 New
CCM
900
Cribstone Capital Management
Maine
$155K