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Truist Financial

1,346 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 716 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+316
Holders Change %
+30.68%
% of All Funds
26.58%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
404
Increased
716
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
926
Brandywine Oak Private Wealth
Pennsylvania
$465K +$183K +3,255 +65%
CG
927
Cynosure Group
Utah
$459K
FA
928
FCG Advisors
New Jersey
$459K +$2.59K +46 +0.6%
BWA
929
BDO Wealth Advisors
Florida
$459K +$86.7K +1,539 +23%
IFWM
930
Institute for Wealth Management
Colorado
$459K +$459K +8,155 New
MGWM
931
Marks Group Wealth Management
Minnesota
$457K +$457K +8,108 New
Cetera Investment Advisers
932
Cetera Investment Advisers
Illinois
$457K +$457K +8,496 New
GEA
933
Glen Eagle Advisors
New Jersey
$453K +$187K +3,326 +70%
LSAG
934
Lake Street Advisors Group
New Hampshire
$452K +$452K +8,032 New
MFG
935
Merit Financial Group
Georgia
$450K +$450K +7,993 New
DSN
936
D. Scott Neal
Kentucky
$449K
AWM
937
Aevitas Wealth Management
Massachusetts
$448K -$479K -8,503 -52%
BB
938
Busey Bank
Illinois
$448K +$28.8K +511 +7%
MMG
939
Monetary Management Group
Missouri
$446K +$446K +7,916 New
BCP
940
Berkeley Capital Partners
Georgia
$446K +$446K +7,920 New
Carson Wealth (CWM LLC)
941
Carson Wealth (CWM LLC)
Nebraska
$443K
MYIA
942
Mount Yale Investment Advisors
Colorado
$441K +$441K +8,548 New
OIA
943
OneDigital Investment Advisors
Kansas
$440K +$87.2K +1,546 +25%
UBG
944
United Bank (Georgia)
Georgia
$439K +$439K +7,788 New
Fisher Asset Management
945
Fisher Asset Management
Washington
$438K +$188K +3,347 +76%
CAM
946
Covenant Asset Management
New Jersey
$434K +$434K +7,712 New
CWM
947
Cahaba Wealth Management
Georgia
$431K +$431K +7,652 New
SFM
948
Systematic Financial Management
New Jersey
$431K +$431K +7,659 New
CWG
949
Cornerstone Wealth Group
North Carolina
$431K +$431K +7,659 New
SBA
950
Secrest Blakey & Associates
North Carolina
$427K +$22K +391 +5%