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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 %
PL
976
Parthenon LLC
Kentucky
$277K
SAM
977
Summit Asset Management
Tennessee
$276K -$10.5K -346 -4%
CL
978
Choreo LLC
Illinois
$276K +$72K +2,372 +35%
EWA
979
EverSource Wealth Advisors
Alabama
$276K -$67.3K -2,217 -20%
ESB
980
Essex Savings Bank
Connecticut
$276K -$12.9K -426 -4%
PBO
981
Peoples Bank (Ohio)
Ohio
$276K -$10.3K -338 -4%
HKIM
982
Hayek Kallen Investment Management
Alabama
$275K
CGL
983
Clarius Group LLC
Washington
$273K -$85.2K -2,806 -24%
WP
984
Waycross Partners
Kentucky
$273K +$273K +9,000 New
3IP
985
3Chopt Investment Partners
Virginia
$272K -$115K -3,787 -30%
E
986
Ergoteles
New York
$272K +$272K +8,968 New
SWM
987
Selective Wealth Management
Virginia
$271K +$271K +8,415 New
CWM
988
Curi Wealth Management
North Carolina
$271K -$941 -31 -0.3%
RIA
989
Realta Investment Advisors
Delaware
$270K -$31K -1,022 -10%
CCA
990
Checchi Capital Advisers
California
$270K -$95.1K -3,134 -26%
PH
991
Pinnacle Holdings
Oklahoma
$269K
SOS
992
Silver Oak Securities
Tennessee
$269K +$36.9K +1,215 +16%
HI
993
Horizon Investments
North Carolina
$268K +$52.9K +1,771 +25%
GSEP
994
Golden State Equity Partners
California
$268K +$268K +8,827 New
CWA
995
CM Wealth Advisors
Ohio
$267K -$1.66M -50,172 -86%
IFWM
996
Institute for Wealth Management
Colorado
$266K +$16.1K +531 +6%
TCMP
997
Thrive Capital Management (Pennsylvania)
Pennsylvania
$266K -$13.8K -456 -5%
DWT
998
Dorsey & Whitney Trust
South Dakota
$265K +$265K +8,716 New
BFO
999
Biltmore Family Office
North Carolina
$263K -$75.4K -2,485 -22%
FMLI
1000
Fukoku Mutual Life Insurance
Japan
$263K