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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 %
WA
926
WBH Advisory
Maryland
$418K +$418K +12,245 New
EWA
927
Exencial Wealth Advisors
Oklahoma
$417K -$23.5K -688 -5%
NHT
928
New Hampshire Trust
New Hampshire
$417K +$27.2K +798 +7%
OAJ
929
Ogorek Anthony Joseph
New York
$417K +$4.71K +138 +1%
NB
930
NBT Bank
New York
$416K +$40.1K +1,175 +11%
TWM
931
Thrive Wealth Management
Pennsylvania
$415K +$195K +5,719 +89%
CFO
932
Callan Family Office
Pennsylvania
$412K +$412K +12,078 New
CCA
933
Cobblestone Capital Advisors
New York
$410K +$41K +1,201 +11%
CCA
934
Checchi Capital Advisers
California
$410K -$60.2K -1,764 -13%
HSA
935
HBK Sorce Advisory
Pennsylvania
$409K -$234K -6,867 -36%
FFM
936
Forum Financial Management
Illinois
$407K -$87.7K -2,571 -18%
CPSAC
937
Chas P. Smith & Associates (CPS)
Florida
$407K +$7.03K +206 +2%
KIA
938
KCM Investment Advisors
California
$406K +$955 +28 +0.2%
PFA
939
Pathway Financial Advisors
Vermont
$405K
CGL
940
Clarius Group LLC
Washington
$403K -$97.2K -2,851 -19%
FFP
941
Forbes Financial Planning
Rhode Island
$402K
SB
942
Simmons Bank
Arkansas
$400K -$447K -13,113 -53%
RCM
943
Radnor Capital Management
Pennsylvania
$399K -$3.2K -94 -0.8%
SWM
944
Sculati Wealth Management
Michigan
$398K
IAIM
945
Industrial Alliance Investment Management
Quebec, Canada
$397K -$299K -8,747 -43%
VA
946
Valmark Advisers
Ohio
$397K +$4.13K +121 +1%
LWP
947
Lumature Wealth Partners
Georgia
$392K +$34 +1 +0%
FTC
948
Farmers Trust Company
Ohio
$392K -$784 -23 -0.2%
PCM
949
Penserra Capital Management
California
$391K -$3.98K -117 -1%
CF
950
Centaurus Financial
California
$391K +$93.9K +2,752 +32%