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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 %
SPC
926
Sigma Planning Corp
Michigan
$315K +$36.8K +1,212 +13%
GWA
927
GGM Wealth Advisors
Maryland
$315K -$55.3K -1,702 -15%
GSC
928
Grey Street Capital
Illinois
$315K +$17.8K +585 +6%
CRI
929
Colonial River Investments
Virginia
$315K -$77.1K -2,541 -20%
CA
930
Continuum Advisory
Idaho
$315K +$152 +5 +0%
TFA
931
Triad Financial Advisors
North Carolina
$313K -$3.16K -104 -1%
CCT
932
Capital City Trust
Florida
$313K
SP
933
Symmetry Partners
Connecticut
$312K
VSQM
934
V-Square Quantitative Management
Illinois
$310K -$13.5K -445 -4%
AWM
935
Aprio Wealth Management
Georgia
$310K -$35K -1,154 -10%
CWS
936
Cypress Wealth Services
California
$307K +$50.1K +1,499 +20%
FWM
937
ForthRight Wealth Management
Georgia
$306K -$5.95K -196 -2%
APG
938
Abacus Planning Group
South Carolina
$306K +$11.1K +365 +4%
MCWS
939
McKinley Carter Wealth Services
West Virginia
$306K +$212 +7 +0.1%
KIA
940
KCM Investment Advisors
California
$305K -$56K -1,846 -15%
CWA
941
Centennial Wealth Advisory
Michigan
$305K +$60.5K +1,992 +25%
AAI
942
American Assets Inc
California
$304K
RCAG
943
Rehmann Capital Advisory Group
Michigan
$303K -$70.6K -2,325 -19%
GIA
944
Guyasuta Investment Advisors
Pennsylvania
$302K
MCCP
945
Mission Creek Capital Partners
California
$299K -$80.9K -2,665 -21%
BIA
946
Beacon Investment Advisors
Maryland
$299K -$12.1K -400 -4%
CIC
947
Crawford Investment Counsel
Georgia
$298K -$175K -5,771 -37%
SP
948
Successful Portfolios
Florida
$298K -$75.1K -2,476 -20%
NAS
949
Nicolet Advisory Services
Wisconsin
$296K -$13.3K -432 -4%
OCG
950
Opus Capital Group
Ohio
$296K -$93.6K -3,086 -24%