TFC icon

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 %
ICM
901
Islay Capital Management
Texas
$449K +$124K +3,649 +38%
SACTSONJ
902
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$447K
LA
903
Lindenwold Advisors
Pennsylvania
$446K -$5.46K -160 -1%
AIM
904
Allen Investment Management
New York
$442K
CIC
905
Chilton Investment Company
Connecticut
$442K
SW
906
SVB Wealth
Massachusetts
$441K -$201K -5,902 -31%
OWA
907
Outlook Wealth Advisors
Texas
$441K +$13.7K +401 +3%
CRI
908
Colonial River Investments
Virginia
$440K -$12.4K -363 -3%
RFA
909
Register Financial Advisors
Georgia
$438K +$41.4K +1,215 +10%
OCG
910
Opus Capital Group
Ohio
$438K -$4.95K -145 -1%
3IP
911
3Chopt Investment Partners
Virginia
$435K +$3.34K +98 +0.8%
LSAG
912
Lake Street Advisors Group
New Hampshire
$435K +$21.8K +639 +5%
HIGP
913
Hill Investment Group Partners
Missouri
$430K
GWM
914
Geneos Wealth Management
Colorado
$430K -$52.9K -1,552 -11%
MCCP
915
Mission Creek Capital Partners
California
$426K -$264K -7,738 -38%
CFG
916
Citizens Financial Group
Rhode Island
$423K -$5.39K -158 -1%
FDCDDQ
917
Federation des caisses Desjardins du Quebec
Quebec, Canada
$422K +$200K +5,871 +90%
FPWM
918
FSB Premier Wealth Management
Iowa
$422K +$127K +3,730 +43%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$420K +$12.7K +371 +3%
HC
920
HNP Capital
New York
$420K -$21.4K -628 -5%
BTWM
921
Baker Tilly Wealth Management
Wisconsin
$420K +$94.3K +2,765 +29%
SP
922
Successful Portfolios
Florida
$419K -$3.41K -100 -0.8%
TL
923
Tradewinds LLC
North Carolina
$418K +$418K +12,262 New
AG
924
AIA Group
Hong Kong
$418K -$84.3K -2,471 -17%
FAIM
925
Financial Advocates Investment Management
Washington
$418K +$108K +3,175 +35%