TFC icon

Truist Financial

1,163 hedge funds and large institutions have $36.8B invested in Truist Financial in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 381 increasing their positions, 534 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+17
Holders Change %
+1.48%
% of All Funds
23.91%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
123
Increased
381
Reduced
534
Closed
98
Calls
$191M
Puts
$82.6M
Net Calls
+$108M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1001
Gradient Investments
Minnesota
$146K +$51.7K +1,376 +55%
AF
1002
Advisornet Financial
Minnesota
$144K -$213K -5,679 -60%
EI
1003
Ellevest Inc
New York
$144K -$11.7K -313 -8%
S
1004
Seeyond
France
$138K -$372K -9,898 -73%
BG
1005
Bollard Group
Massachusetts
$138K +$138K +3,668 New
FA
1006
Fortis Advisors
Pennsylvania
$137K -$93.9K -2,493 -41%
Parallax Volatility Advisers
1007
Parallax Volatility Advisers
California
$137K +$55.8K +1,484 +69%
MRCM
1008
M&R Capital Management
New Jersey
$135K -$484K -12,950 -78%
WEC
1009
Winslow Evans & Crocker
Massachusetts
$131K +$41.6K +1,109 +47%
AAP
1010
Arax Advisory Partners
Colorado
$129K -$75.2K -2,000 -37%
CLOS
1011
Compagnie Lombard Odier SCmA
Switzerland
$127K
LWCFA
1012
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
NICM
1013
Neo Ivy Capital Management
New York
$125K +$125K +3,330 New
C
1014
Cerebellum
California
$123K +$123K +2,467 New
CFD
1015
Creative Financial Designs
Indiana
$119K +$58.5K +1,556 +97%
CFG
1016
Citizens Financial Group
Rhode Island
$116K -$143K -3,827 -55%
LWA
1017
Lenox Wealth Advisors
New York
$114K +$8.71K +232 +8%
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$113K -$1.66M -44,331 -94%
CIR
1019
Clear Investment Research
Georgia
$113K
ZB
1020
Zions Bancorporation
Utah
$113K +$12.7K +336 +13%
WFMPM
1021
Woodley Farra Manion Portfolio Management
Indiana
$102K -$4.86K -130 -5%
KPW
1022
Kore Private Wealth
New York
$98K -$25.4K -682 -21%
LC
1023
Lindbrook Capital
California
$95K -$42.9K -1,138 -31%
GCM
1024
Gables Capital Management
Florida
$95K -$9.38K -250 -9%
EIP
1025
Ellis Investment Partners
Pennsylvania
$93K +$615 +17 +0.7%