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Truist Financial

1,029 hedge funds and large institutions have $26.1B invested in Truist Financial in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 364 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+47
Holders Change %
+4.79%
% of All Funds
23.62%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.69%
New
120
Increased
364
Reduced
387
Closed
61
Calls
$150M
Puts
$101M
Net Calls
+$48.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GBBWRPM
1001
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
ME
1002
McIlrath & Eck
Washington
$8K
FPS
1003
Fieldpoint Private Securities
Connecticut
$8K
LFG
1004
LifePlan Financial Group
Ohio
$8K +$8K +146 New
NMC
1005
Nine Masts Capital
Hong Kong
$8K +$8K +157 New
Nomura Holdings
1006
Nomura Holdings
Japan
$7.02K +$3.99K +76,438 +132%
LWA
1007
Lowe Wealth Advisors
Maryland
$7K
JAM
1008
JCIC Asset Management
Ontario, Canada
$7K +$7K +139 New
AWA
1009
Acorn Wealth Advisors
Michigan
$6K
HA
1010
Hamel Associates
New Jersey
$5.17K -$505 -9,710 -9%
FMB
1011
Field & Main Bank
Kentucky
$5K
MSFP
1012
Mark Sheptoff Financial Planning
Connecticut
$5K
WAS
1013
WESPAC Advisors SoCal
California
$5K
OFW
1014
Omnia Family Wealth
Florida
$5K
PWAG
1015
Polaris Wealth Advisory Group
California
$5K +$5K +100 New
IAS
1016
INR Advisory Services
Pennsylvania
$4K
BWM
1017
Baystate Wealth Management
Massachusetts
$4K
MIFH
1018
Migdal Insurance & Financial Holdings
Israel
$3K +$3K +53 New
DWM
1019
Destination Wealth Management
California
$3K +$3K +56 New
FMP
1020
Financial Management Professionals
Texas
$3K +$3K +59 New
WEC
1021
Winslow Evans & Crocker
Massachusetts
$2.19K
HR
1022
Howe & Rusling
New York
$2K -$2.25K -45 -53%
PCM
1023
Poehling Capital Management
Wisconsin
$2K
CCM
1024
Covington Capital Management
California
$2K
WA
1025
WealthTrust-Arizona
Arizona
$2K