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Truist Financial

1,030 hedge funds and large institutions have $25.6B invested in Truist Financial in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 404 increasing their positions, 375 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
23.61%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.55%
New
86
Increased
404
Reduced
375
Closed
75
Calls
$169M
Puts
$75.9M
Net Calls
+$93M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
1001
Tarbox Family Office
California
$10K
SQA
1002
Simon Quick Advisors
New Jersey
$10K +$10K +210 New
GBBWRPM
1003
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
FPS
1004
Fieldpoint Private Securities
Connecticut
$8K
DWM
1005
Destination Wealth Management
California
$8K +$5.05K +96 +171%
JAM
1006
JCIC Asset Management
Ontario, Canada
$7K
LWA
1007
Lowe Wealth Advisors
Maryland
$7K
BCI
1008
Brinker Capital Investments
Pennsylvania
$6K +$6K +110 New
CFC
1009
Coyle Financial Counsel
Illinois
$6K +$6K +112 New
FAM
1010
Fred Alger Management
New York
$6K +$6K +126 New
LFG
1011
LifePlan Financial Group
Ohio
$5K -$2.53K -49 -34%
MSFP
1012
Mark Sheptoff Financial Planning
Connecticut
$5K
OFW
1013
Omnia Family Wealth
Florida
$5K
WEC
1014
Winslow Evans & Crocker
Massachusetts
$4K
BWM
1015
Baystate Wealth Management
Massachusetts
$4K +$49 +1 +1%
POIA
1016
Pin Oak Investment Advisors
Texas
$4K +$4K +71 New
WA
1017
WP Advisors
California
$4K +$4K +76 New
PW
1018
Price Wealth
Texas
$4K +$4K +78 New
FMP
1019
Financial Management Professionals
Texas
$3K
AAP
1020
Arax Advisory Partners
Colorado
$3K +$485 +11 +19%
Carson Wealth (CWM LLC)
1021
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +63 New
AP
1022
Atwood & Palmer
Missouri
$3K +$3K +65 New
HR
1023
Howe & Rusling
New York
$2K
WA
1024
WealthTrust-Arizona
Arizona
$2K
NDSI
1025
Newman Dignan & Sheerar Inc
Rhode Island
$1.03K +3 +0%