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Truist Financial

1,440 hedge funds and large institutions have $46.3B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 636 increasing their positions, 495 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
-60
Holders Change %
-4%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
90
Increased
636
Reduced
495
Closed
125
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Shares
Change %
RF
1001
Rollins Financial
Georgia
$400K +$231K +4,878 +137%
SBL
1002
Sargent Bickham Lagudis
Colorado
$399K -$34.6K -729 -8%
CIM
1003
CIM Investment Management
Pennsylvania
$398K -$2.47K -52 -0.6%
GC
1004
Gilbert & Cook
Iowa
$398K +$15.3K +323 +4%
SB
1005
Strategic Blueprint
Georgia
$397K -$2.33K -49 -0.6%
VI
1006
Versor Investments
New York
$397K +$397K +8,361 New
NC
1007
NewSquare Capital
Pennsylvania
$396K
TFF
1008
The Family Firm
Maryland
$393K +$393K +8,287 New
GIA
1009
Gateway Investment Advisers
Ohio
$392K +$1.52K +32 +0.4%
ECM
1010
Evergreen Capital Management
Washington
$390K +$11K +231 +3%
BCM
1011
Birmingham Capital Management
Alabama
$389K
APG
1012
Abacus Planning Group
South Carolina
$387K -$15.9K -336 -4%
SAMT
1013
Select Asset Management & Trust
Pennsylvania
$386K
CF
1014
Centaurus Financial
California
$386K +$111K +2,331 +40%
XWM
1015
Xcel Wealth Management
Florida
$385K +$47 +1 +0%
MWM
1016
Madison Wealth Management
Ohio
$384K +$4.8K +101 +1%
STA
1017
Summit Trail Advisors
New York
$382K -$7.97K -168 -2%
BWP
1018
BSW Wealth Partners
Colorado
$382K -$7.36K -155 -2%
DSN
1019
D. Scott Neal
Kentucky
$382K
IGWM
1020
ICA Group Wealth Management
Colorado
$382K +$7.44K +147 +2%
FAIM
1021
Financial Advocates Investment Management
Washington
$382K +$141K +2,977 +59%
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
$379K
HNWAG
1023
High Net Worth Advisory Group
Florida
$379K
EWM
1024
EPG Wealth Management
Georgia
$378K +$378K +7,965 New
AIP
1025
Almanack Investment Partners
Pennsylvania
$376K +$190K +4,000 +102%