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Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
976
CSM Advisors
Pennsylvania
$464K
QIM
977
Quantitative Investment Management
Virginia
$456K +$456K +10,601 New
HVIA
978
Hudson Valley Investment Advisors
New York
$455K -$13.7K -318 -3%
LWAM
979
Legacy Wealth Asset Management
Minnesota
$452K +$11.4K +265 +3%
CFGS
980
Concourse Financial Group Securities
Alabama
$452K +$18K +419 +4%
LOPW
981
Live Oak Private Wealth
North Carolina
$450K -$5.29K -123 -1%
AL
982
Aspiriant LLC
California
$447K +$13.2K +306 +3%
OA
983
Oak Associates
Ohio
$446K
VWA
984
V Wealth Advisors
Kansas
$446K -$584K -13,562 -57%
CNC
985
Canandaigua National Corp
New York
$443K +$16.3K +379 +4%
TFA
986
Triad Financial Advisors
North Carolina
$442K -$6.54K -152 -1%
EWM
987
Evermay Wealth Management
Virginia
$442K +$57.7K +1,342 +15%
SP
988
Symmetry Partners
Connecticut
$442K
TSS
989
Two Sigma Securities
New York
$441K +$441K +10,241 New
BIA
990
Beacon Investment Advisors
Maryland
$440K +$440K +10,226 New
BWA
991
BDO Wealth Advisors
Florida
$438K +$37K +859 +9%
1SB
992
1ST Source Bank
Indiana
$438K -$1.38K -32 -0.3%
RIA
993
Realta Investment Advisors
Delaware
$438K -$48.8K -1,133 -10%
CWC
994
Carolinas Wealth Consulting
North Carolina
$436K +$33.2K +772 +8%
BB
995
Busey Bank
Illinois
$431K -$2.54K -59 -0.6%
AAI
996
American Assets Inc
California
$430K
FWM
997
ForthRight Wealth Management
Georgia
$429K -$74.3K -1,726 -15%
ESB
998
Essex Savings Bank
Connecticut
$428K -$11.8K -274 -3%
GIA
999
Guyasuta Investment Advisors
Pennsylvania
$428K
CFG
1000
Carr Financial Group
Massachusetts
$427K +$427K +9,924 New