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Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
926
Thompson Investment Management
Wisconsin
$535K +$64.6K +1,500 +14%
SP
927
Successful Portfolios
Florida
$533K
BP
928
Ballentine Partners
Massachusetts
$529K -$124K -2,879 -19%
EFS
929
Essex Financial Services
Connecticut
$526K +$773 +18 +0.1%
EWM
930
EPG Wealth Management
Georgia
$526K +$9.17K +213 +2%
GWA
931
GGM Wealth Advisors
Maryland
$522K +$871 +19 +0.2%
LSAG
932
Lake Street Advisors Group
New Hampshire
$522K -$102K -2,362 -16%
OAJ
933
Ogorek Anthony Joseph
New York
$520K +$5.85K +136 +1%
BFW
934
Brady Family Wealth
Missouri
$517K +$517K +12,016 New
RCAG
935
Rehmann Capital Advisory Group
Michigan
$514K -$18.7K -434 -4%
FFP
936
Forbes Financial Planning
Rhode Island
$514K
RFA
937
Resurgent Financial Advisors
Georgia
$513K +$185K +4,288 +56%
CCG
938
Cypress Capital Group
Florida
$512K +$14.9K +346 +3%
KIA
939
KCM Investment Advisors
California
$511K +$213K +4,957 +72%
GL
940
Graypoint LLC
New York
$511K +$74.5K +1,731 +17%
PFA
941
Pathway Financial Advisors
Vermont
$511K
RCM
942
Radnor Capital Management
Pennsylvania
$510K +$7.56K +175 +2%
SSW
943
Stone Summit Wealth
Florida
$507K
BAM
944
Belpointe Asset Management
Nevada
$507K -$49.3K -1,146 -9%
CPSAC
945
Chas P. Smith & Associates (CPS)
Florida
$505K +$258 +6 +0.1%
SWM
946
Sculati Wealth Management
Michigan
$502K
RFA
947
Register Financial Advisors
Georgia
$501K +$501K +11,642 New
VP
948
Verum Partners
North Carolina
$500K +$500K +11,625 New
PCM
949
Penserra Capital Management
California
$499K -$5.37K -125 -1%
FH
950
FWG Holdings
Florida
$497K -$30.6K -711 -6%