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Truist Financial

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VFP
901
Verus Financial Partners
Virginia
$545K +$50.1K +842 +10%
BPA
902
Beacon Pointe Advisors
California
$544K +$25.5K +437 +5%
FA
903
Faithward Advisors
Pennsylvania
$543K -$69.3K -1,189 -11%
CAC
904
Certified Advisory Corp
Florida
$540K +$540K +9,255 New
VPIM
905
Vanguard Personalized Indexing Management
California
$539K -$5.19K -89 -1%
LSAG
906
Lake Street Advisors Group
New Hampshire
$537K +$5.08K +87 +1%
JSC
907
Jackson Square Capital
California
$531K +$93.5K +1,603 +21%
Koshinski Asset Management
908
Koshinski Asset Management
Illinois
$529K -$22K -378 -4%
1WA
909
180 Wealth Advisors
Washington
$528K +$21.5K +354 +4%
LOPW
910
Live Oak Private Wealth
North Carolina
$525K -$772K -13,222 -60%
PIM
911
Penobscot Investment Management
Massachusetts
$525K -$40.2K -690 -7%
XWM
912
Xcel Wealth Management
Florida
$523K
MSFS
913
Main Street Financial Solutions
Pennsylvania
$517K -$158K -2,707 -23%
SC
914
Savant Capital
Illinois
$517K -$68.6K -1,177 -12%
BWA
915
BDO Wealth Advisors
Florida
$513K -$30.1K -517 -6%
AFM
916
Andesa Financial Management
Pennsylvania
$512K +$24.8K +426 +5%
AWE
917
Avidian Wealth Enterprises
Texas
$512K +$30.3K +520 +6%
CIM
918
CIM Investment Management
Pennsylvania
$511K -$21.6K -371 -4%
ARMC
919
American Research & Management Company
Massachusetts
$511K -$21.1K -361 -4%
IFWM
920
Institute for Wealth Management
Colorado
$511K -$6.48K -111 -1%
AL
921
Aspiriant LLC
California
$511K +$6.24K +107 +1%
SW
922
SVB Wealth
Massachusetts
$508K +$88.8K +1,522 +21%
JAM
923
Jupiter Asset Management
United Kingdom
$505K -$123K -2,107 -20%
FP
924
Financial Perspectives
Minnesota
$505K +$496K +28,947 +5,732%
LCWP
925
Legacy Capital Wealth Partners
Arkansas
$504K +$32.9K +563 +7%