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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 %
FA
951
Fiducient Advisors
Illinois
$295K +$15K +493 +5%
BAM
952
Berkshire Asset Management
Pennsylvania
$294K -$15.9K -523 -5%
GC
953
Gratus Capital
Georgia
$293K +$1.06K +35 +0.4%
Marshall Wace
954
Marshall Wace
United Kingdom
$292K -$49.6M -1,635,219 -99%
EFSCE
955
Enterprise Financial Services Corp (EFSC)
Missouri
$292K +$35.6K +1,174 +14%
CF
956
Centaurus Financial
California
$290K -$57.5K -1,898 -17%
VWA
957
V Wealth Advisors
Kansas
$290K -$5.1K -168 -2%
GLA
958
Good Life Advisors
Pennsylvania
$289K -$29.5K -972 -9%
BW
959
BIP Wealth
Georgia
$288K -$48.5K -1,598 -14%
STA
960
Summit Trail Advisors
New York
$288K -$32.6K -1,073 -10%
FMC
961
First Merchants Corp
Indiana
$288K -$546K -17,987 -65%
CNBT
962
Canandaigua National Bank & Trust
New York
$287K -$9.29K -306 -3%
QCG
963
Quadrant Capital Group
Ohio
$284K +$59.3K +1,954 +26%
EHC
964
Everett Harris & Co
California
$284K
SIM
965
Sentry Investment Management
Wisconsin
$283K +$12.6K +416 +5%
NRI
966
NFP Retirement Inc
California
$283K +$364 +12 +0.1%
AWAU
967
Alliance Wealth Advisors (Utah)
Utah
$283K -$9.35K -308 -3%
QPWM
968
Quadrant Private Wealth Management
Pennsylvania
$282K +$100K +3,309 +55%
BA
969
Bristlecone Advisors
Washington
$282K +$81.8K +2,695 +41%
FNFDCM
970
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$282K -$8.06K -266 -3%
ILI
971
Invesco LLC (Illinois)
Illinois
$282K +$282K +9,284 New
SCM
972
Shelton Capital Management
Colorado
$282K -$6.92K -228 -2%
BWA
973
BDO Wealth Advisors
Florida
$281K -$11.1K -367 -4%
AWAP
974
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K
HFG
975
Heron Financial Group
New York
$277K +$152 +5 +0.1%