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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
876
Private Trust Company
Ohio
$489K -$80.4K -2,357 -14%
AT
877
Avalon Trust
New Mexico
$487K +$487K +14,295 New
WS
878
Wedbush Securities
California
$487K +$14.1K +413 +3%
CTI
879
Community Trust & Investment
Kentucky
$483K
IDBONY
880
Israel Discount Bank of New York
New York
$483K -$15K -441 -3%
QT
881
Quantamental Technologies
New York
$480K +$53.7K +1,574 +13%
MAG
882
Mayfair Advisory Group
Alabama
$479K +$24.9K +750 +5%
PWM
883
Prosperity Wealth Management
California
$478K
LGA
884
Lebenthal Global Advisors
New York
$478K -$66.5K -1,951 -12%
CHC
885
City Holding Co
West Virginia
$477K -$13.2K -388 -3%
WAAG
886
Wealth Alliance Advisory Group
Kansas
$474K +$2.05K +60 +0.4%
CFAM
887
Center For Asset Management
Florida
$474K +$93.9K +2,755 +25%
WC
888
Westhampton Capital
North Carolina
$473K
SCI
889
S&CO Inc
Massachusetts
$473K
SIA
890
Schechter Investment Advisors
Michigan
$472K -$15.3K -449 -3%
BP
891
Ballentine Partners
Massachusetts
$471K +$51.7K +1,516 +12%
PFGIA
892
Patriot Financial Group Insurance Agency
Massachusetts
$471K +$81.9K +2,401 +21%
DA
893
Denali Advisors
California
$471K -$30.7K -900 -6%
LOPW
894
Live Oak Private Wealth
North Carolina
$467K +$111K +3,250 +31%
EFS
895
Essex Financial Services
Connecticut
$467K +$49.6K +1,454 +12%
VRM
896
Vectors Research Management
New York
$465K -$24.4K -714 -5%
BFW
897
Brady Family Wealth
Missouri
$464K +$54.3K +1,591 +13%
ESCM
898
Echo Street Capital Management
New York
$461K -$121K -3,538 -21%
ST
899
Smithfield Trust
Pennsylvania
$455K +$208K +6,103 +84%
CCM
900
Coldstream Capital Management
Washington
$452K -$18.2K -534 -4%