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Truist Financial

1,030 hedge funds and large institutions have $29.7B invested in Truist Financial in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 382 increasing their positions, 408 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
-11
Holders Change %
-1.06%
% of All Funds
22.62%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.57%
New
76
Increased
382
Reduced
408
Closed
82
Calls
$194M
Puts
$90.3M
Net Calls
+$104M
Net Calls Change
+$80.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
976
AllSquare Wealth Management
New York
$27K
PFGIA
977
Patriot Financial Group Insurance Agency
Massachusetts
$27K
GTAM
978
Global Trust Asset Management
Florida
$27K
NCM
979
Nelson Capital Management
California
$27K +$27K +500 New
GAM
980
Gemmer Asset Management
California
$24K
HI
981
Hudock Inc
Pennsylvania
$24K +$208 +4 +0.9%
EARNEST Partners
982
EARNEST Partners
Georgia
$23K
JGIA
983
Jackson Grant Investment Advisers
Connecticut
$23K +$214 +4 +0.9%
BWM
984
Baystate Wealth Management
Massachusetts
$22K -$4.06K -77 -16%
EWA
985
Evolution Wealth Advisors
Florida
$22K +$16.1K +298 +273%
OFS
986
Orrstown Financial Services
Pennsylvania
$22K +$22K +460 New
PB
987
Pinnacle Bancorp
Nebraska
$21K
WT
988
Whittier Trust
California
$21K +$3.13K +58 +18%
SL
989
Salomon & Ludwin
Virginia
$20K
NC
990
NewSquare Capital
Pennsylvania
$19K +$13.6K +255 +255%
PGAM
991
Princeton Global Asset Management
New Jersey
$18K
RWA
992
Ropes Wealth Advisors
Massachusetts
$18K
BCA
993
Berman Capital Advisors
Georgia
$17K -$7.49K -145 -31%
PK
994
Pflug Koory
Nebraska
$17K
CJA
995
C-J Advisory
California
$16K
POIA
996
Pin Oak Investment Advisors
Texas
$16K
UB
997
UMB Bank
Missouri
$15.3K +$802 +15,020 +6%
SGAM
998
Smith Group Asset Management
Texas
$15K +$4.14K +80 +38%
LWM
999
Liberty Wealth Management
California
$15K +$12K +231 +398%
CIA
1000
Cascade Investment Advisors
Oregon
$14.8K