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Truist Financial

1,049 hedge funds and large institutions have $24.6B invested in Truist Financial in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 427 increasing their positions, 364 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-15
Holders Change %
-1.41%
% of All Funds
22.74%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
99
Increased
427
Reduced
364
Closed
100
Calls
$222M
Puts
$182M
Net Calls
+$40.7M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
1001
Financial Gravity Asset Management
Texas
$16K +$16K +329 New
WT
1002
Whittier Trust
California
$15K -$39.4K -869 -72%
PK
1003
Pflug Koory
Nebraska
$15K
PGAM
1004
Princeton Global Asset Management
New Jersey
$15K +$15K +335 New
PG
1005
Proffitt & Goodson
Tennessee
$14K
BCA
1006
Berman Capital Advisors
Georgia
$14K +$7.3K +168 +109%
CJA
1007
C-J Advisory
California
$14K +$14K +300 New
LWM
1008
Lenox Wealth Management
Ohio
$13K +$10.7K +231 +462%
CIA
1009
Cascade Investment Advisors
Oregon
$12.9K
DWM
1010
Destination Wealth Management
California
$12K -$20.6K -456 -63%
1IA
1011
1834 Investment Advisors
Wisconsin
$12K
PCIA
1012
Prime Capital Investment Advisors
Kansas
$12K +$12K +250 New
GT
1013
Glenmede Trust
Pennsylvania
$11.7K -$454 -9,758 -4%
WAS
1014
WESPAC Advisors SoCal
California
$11K
BHWM
1015
Bay Harbor Wealth Management
Maryland
$11K
CF
1016
Centaurus Financial
California
$10.4K +$730 +34 +8%
FCMT
1017
Founders Capital Management (Texas)
Texas
$10K
SGAM
1018
Smith Group Asset Management
Texas
$10K
NFG
1019
Next Financial Group
Texas
$9K -$56.4K -1,140 -86%
SMG
1020
Spectrum Management Group
Indiana
$9K -$13.5K -300 -60%
TFO
1021
Tarbox Family Office
California
$9K
NFH
1022
NEXT Financial Holdings
Texas
$9K +$9K +182 New
FMB
1023
Field & Main Bank
Kentucky
$8K +$8K +175 New
SCM
1024
Shelton Capital Management
Colorado
$7.75K -$129K -5,987 -94%
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$7K -$18.1K -390 -72%