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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 %
HF
876
HRT Financial
New York
$372K -$4.19M -137,954 -92%
PWP
877
Phillips Wealth Planners
Mississippi
$372K -$1.76K -58 -0.5%
DGAM
878
Desjardins Global Asset Management
Quebec, Canada
$368K +$20.4K +673 +6%
WC
879
Westhampton Capital
North Carolina
$368K -$52.9K -1,742 -13%
AL
880
Aspiriant LLC
California
$365K +$44.6K +1,471 +14%
WCM
881
Washington Capital Management
Washington
$364K +$142K +4,679 +64%
MYLI
882
Meiji Yasuda Life Insurance
Japan
$364K -$137K -4,527 -27%
TL
883
Tradewinds LLC
North Carolina
$363K -$9.5K -313 -3%
BAM
884
Blueshift Asset Management
New Jersey
$361K +$361K +11,890 New
PFA
885
Pathway Financial Advisors
Vermont
$360K
FTC
886
Farmers Trust Company
Ohio
$360K +$11.3K +372 +3%
TYCC
887
Texas Yale Capital Corp
Florida
$359K -$171K -5,637 -32%
LSAG
888
Lake Street Advisors Group
New Hampshire
$357K -$30.4K -1,002 -8%
BTWM
889
Baker Tilly Wealth Management
Wisconsin
$357K -$16.4K -541 -4%
PCM
890
Prelude Capital Management
New York
$356K +$14.7K +485 +4%
Koshinski Asset Management
891
Koshinski Asset Management
Illinois
$356K -$90.9K -2,996 -20%
CPSAC
892
Chas P. Smith & Associates (CPS)
Florida
$356K -$5.76K -190 -2%
SCM
893
Stevens Capital Management
Pennsylvania
$355K -$107K -3,527 -23%
VP
894
Verum Partners
North Carolina
$355K +$42.8K +1,410 +14%
SWM
895
Sculati Wealth Management
Michigan
$354K
DS
896
DRW Securities
Illinois
$352K +$352K +11,600 New
VA
897
Valmark Advisers
Ohio
$351K -$2.06K -68 -0.6%
NSG
898
Nalls Sherbakoff Group
Tennessee
$349K
SCI
899
S&CO Inc
Massachusetts
$349K -$71.7K -2,369 -17%
SW
900
SVB Wealth
Massachusetts
$349K -$44K -1,451 -11%