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Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
876
Mayfair Advisory Group
Alabama
$626K
FFM
877
Forum Financial Management
Illinois
$624K +$3.57K +83 +0.6%
CG
878
Caprock Group
Idaho
$620K -$295K -6,856 -32%
FCM
879
Fourpath Capital Management
Oklahoma
$619K
CHC
880
City Holding Co
West Virginia
$619K -$12.9K -301 -2%
BL
881
Balentine LLC
Georgia
$619K -$670K -15,579 -52%
VRM
882
Vectors Research Management
New York
$617K -$34.7K -807 -5%
EH
883
Equitable Holdings
New York
$616K +$44.3K +1,029 +8%
SIA
884
Schechter Investment Advisors
Michigan
$615K +$36.4K +846 +6%
CTI
885
Community Trust & Investment
Kentucky
$610K
GWM
886
Geneos Wealth Management
Colorado
$610K -$146K -3,382 -19%
PCM
887
Prelude Capital Management
New York
$606K +$244K +5,673 +67%
1W
888
1776 Wealth
Georgia
$605K +$202K +4,700 +50%
PWM
889
Prosperity Wealth Management
California
$603K +$603K +14,024 New
Capstone Investment Advisors
890
Capstone Investment Advisors
New York
$603K -$1.26M -29,219 -68%
CCFCSB
891
Cape Cod Five Cents Savings Bank
Massachusetts
$601K -$500K -11,609 -45%
Koshinski Asset Management
892
Koshinski Asset Management
Illinois
$598K +$54.3K +1,261 +10%
WS
893
Wedbush Securities
California
$597K -$109K -2,526 -15%
SCI
894
S&CO Inc
Massachusetts
$597K
WC
895
Westhampton Capital
North Carolina
$597K -$43K -1,000 -7%
WAAG
896
Wealth Alliance Advisory Group
Kansas
$595K -$4.05K -94 -0.7%
Fisher Asset Management
897
Fisher Asset Management
Washington
$595K -$8.35K -194 -1%
CCM
898
Coldstream Capital Management
Washington
$593K +$593K +13,782 New
CCA
899
Checchi Capital Advisers
California
$593K -$92.6K -2,151 -14%
EHWM
900
Eads & Heald Wealth Management
Georgia
$587K +$45.7K +1,062 +8%