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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 %
LWP
901
Lumature Wealth Partners
Georgia
$349K +$61 +2 +0%
CCA
902
Cobblestone Capital Advisors
New York
$348K -$16.5K -545 -5%
GCMG
903
Gyroscope Capital Management Group
Florida
$347K +$347K +11,436 New
CCT
904
Chemung Canal Trust
New York
$346K -$439K -14,479 -56%
FPAS
905
Focus Partners Advisor Solutions
Missouri
$346K +$346K +11,389 New
SAA
906
Southeast Asset Advisors
Georgia
$341K +$54.4K +1,793 +19%
LCGC
907
Legacy Capital Group California
California
$338K +$9.5K +313 +3%
SSW
908
Stone Summit Wealth
Florida
$337K -$9.11K -300 -3%
MFG
909
Merit Financial Group
Georgia
$336K +$95.1K +3,132 +39%
THWM
910
Taylor Hoffman Wealth Management
Virginia
$336K +$110K +3,609 +48%
GRQ
911
Gardner Russo & Quinn
Pennsylvania
$336K -$6.07K -200 -2%
RCM
912
Radnor Capital Management
Pennsylvania
$334K -$21.2K -700 -6%
KP
913
Keel Point
Alabama
$333K +$18.9K +622 +6%
BC
914
Bartlett & Co
Ohio
$333K +$10.6K +350 +3%
BCWM
915
Bartlett & Co Wealth Management
Ohio
$333K +$10.6K +350 +3%
WA
916
WealthTrust Axiom
Pennsylvania
$332K
CC
917
Courier Capital
New York
$331K +$331K +10,921 New
HSA
918
HBK Sorce Advisory
Pennsylvania
$331K -$32.4K -1,068 -9%
KA
919
Klingman & Associates
New York
$329K +$329K +10,854 New
AWG
920
Altus Wealth Group
Colorado
$328K +$5.95K +196 +2%
FFM
921
Forum Financial Management
Illinois
$325K -$37.2K -1,226 -10%
CWC
922
Carolinas Wealth Consulting
North Carolina
$324K -$16.8K -553 -5%
Lazard Asset Management
923
Lazard Asset Management
New York
$323K -$3.66M -121,091 -92%
CCG
924
Cypress Capital Group
Florida
$323K -$388K -12,789 -55%
CCWM
925
Cassaday & Co Wealth Management
Virginia
$320K