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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
901
BDO Wealth Advisors
Florida
$578K +$22K +375 +4%
Koshinski Asset Management
902
Koshinski Asset Management
Illinois
$578K +$56.5K +963 +11%
DCM
903
Dupont Capital Management
Delaware
$570K -$696K -11,862 -55%
CWC
904
Carolinas Wealth Consulting
North Carolina
$569K -$222K -3,787 -28%
MFW
905
Meristem Family Wealth
Minnesota
$565K +$118K +2,269 +26%
1WA
906
180 Wealth Advisors
Washington
$563K +$5.89K +96 +1%
1SB
907
1ST Source Bank
Indiana
$562K -$42.5K -725 -7%
QCM
908
Quest Capital Management
Texas
$562K +$25.9K +442 +5%
CFO
909
Collective Family Office
Pennsylvania
$560K -$35.8K -610 -6%
DE
910
Day & Ennis
Georgia
$558K
NFG
911
Next Financial Group
Texas
$557K +$360K +6,132 +183%
MPIA
912
Mountain Pacific Investment Advisers
Idaho
$554K -$10.5K -179 -2%
SP
913
Symmetry Partners
Connecticut
$550K -$110K -1,826 -17%
PCA
914
Personal Capital Advisors
California
$550K +$1.82K +31 +0.3%
CAM
915
Cozad Asset Management
Illinois
$549K
ANRIA
916
American National Registered Investment Advisor
Texas
$548K -$2.58K -44 -0.5%
SFA
917
Sequoia Financial Advisors
Ohio
$546K -$2.94M -50,138 -84%
VFP
918
Verus Financial Partners
Virginia
$545K +$19.6K +317 +4%
GIA
919
Gateway Investment Advisers
Ohio
$544K -$17.2K -293 -3%
AFS
920
Annapolis Financial Services
Maryland
$544K +$180K +3,064 +49%
AFM
921
Andesa Financial Management
Pennsylvania
$541K +$3.29K +56 +0.6%
PL
922
Parthenon LLC
Kentucky
$534K -$117K -2,000 -18%
FA
923
Fiducient Advisors
Illinois
$532K -$19.6K -335 -4%
FA
924
Faithward Advisors
Pennsylvania
$525K
SMA
925
Sage Mountain Advisors
Georgia
$524K +$123K +2,104 +31%