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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
951
Procyon Advisors
Connecticut
$474K +$177K +3,020 +60%
CCA
952
Cobblestone Capital Advisors
New York
$473K -$17.3K -295 -4%
DSN
953
D. Scott Neal
Kentucky
$473K +$1.99K +34 +0.4%
RMDI
954
R.M. Davis Inc
Maine
$471K +$14.1K +240 +3%
CLOS
955
Compagnie Lombard Odier SCmA
Switzerland
$469K
MWM
956
Madison Wealth Management
Ohio
$468K +$468K +7,988 New
XWM
957
Xcel Wealth Management
Florida
$467K
LSPW
958
Lake Street Private Wealth
Illinois
$465K +$32.9K +561 +8%
First Manhattan
959
First Manhattan
New York
$461K -$3.81K -65 -0.8%
AW
960
ACG Wealth
Georgia
$458K +$9.32K +159 +2%
Fisher Asset Management
961
Fisher Asset Management
Washington
$458K +$74.1K +1,263 +19%
CFMC
962
Curbstone Financial Management Corp
New Hampshire
$454K
SVWAG
963
Sound View Wealth Advisors Group
Georgia
$453K +$7.51K +128 +2%
GLA
964
Good Life Advisors
Pennsylvania
$450K -$17.4K -296 -4%
SFM
965
Systematic Financial Management
New Jersey
$449K
SCM
966
Southport Capital Management
Tennessee
$448K -$1.27M -21,642 -74%
PIM
967
Penobscot Investment Management
Massachusetts
$447K
QCG
968
Quadrant Capital Group
Ohio
$446K +$33.1K +565 +8%
CIBC World Market
969
CIBC World Market
Ontario, Canada
$446K +$35.6K +606 +9%
GAM
970
Gemmer Asset Management
California
$445K
P
971
&Partners
Tennessee
$445K +$762 +13 +0.2%
NGA
972
Naples Global Advisors
Florida
$443K +$21.2K +362 +5%
GC
973
Gilbert & Cook
Iowa
$441K +$2.52K +43 +0.6%
PWPS
974
Pinnacle Wealth Planning Services
Ohio
$441K +$24.7K +422 +6%
DZ Bank
975
DZ Bank
Germany
$440K -$139K -2,368 -24%