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Truist Financial

1,029 hedge funds and large institutions have $26.1B invested in Truist Financial in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 364 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+47
Holders Change %
+4.79%
% of All Funds
23.62%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.69%
New
120
Increased
364
Reduced
387
Closed
61
Calls
$150M
Puts
$101M
Net Calls
+$48.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
926
WealthTrust Fairport
Ohio
$64K +$64K +1,225 New
CFG
927
CKW Financial Group
Hawaii
$63K +$1.44K +28 +2%
CAW
928
Cornerstone Advisors (Washington)
Washington
$63K +$20.4K +391 +48%
AC
929
Avestar Capital
New York
$60K -$8.38K -171 -12%
APP
930
Avantax Planning Partners
Iowa
$59K +$59K +1,143 New
FFC
931
First Financial Corp
Indiana
$57K -$3.42K -66 -6%
OIA
932
Optimum Investment Advisors
Illinois
$57K +$57K +1,100 New
APSP
933
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K
PCP
934
Proficio Capital Partners
Massachusetts
$54K +$840 +16 +2%
PCA
935
Peddock Capital Advisors
Massachusetts
$53K
CPA
936
Clear Perspective Advisors
Illinois
$53K +$53K +1,025 New
TDC
937
Thompson Davis & Co
Virginia
$52K +$10.5K +200 +25%
WIM
938
Westside Investment Management
California
$50.6K
MCWS
939
McKinley Carter Wealth Services
West Virginia
$50K +$50K +960 New
GCM
940
Gables Capital Management
Florida
$50K +$50K +968 New
ST
941
Smithfield Trust
Pennsylvania
$48K
PMFA
942
Plante Moran Financial Advisors
Michigan
$47K -$3.12K -60 -6%
BAM
943
Barrett Asset Management
New York
$47K
YWP
944
YorkBridge Wealth Partners
New York
$43K
BWP
945
Baldwin Wealth Partners
Massachusetts
$43K +$52 +1 +0.1%
CFN
946
Cordasco Financial Network
Florida
$42K
KA
947
Kaizen Advisory
Illinois
$41K -$1.17M -22,349 -97%
HDIM
948
Hanson & Doremus Investment Management
Vermont
$40K
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$39K
PHK
950
Point72 Hong Kong
Hong Kong
$39K +$38.4K +732 +6,100%