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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VM
1001
Venator Management
Pennsylvania
$341K +$341K +10,000 New
GIA
1002
Guyasuta Investment Advisors
Pennsylvania
$339K
RIA
1003
Realta Investment Advisors
Delaware
$338K -$8.53K -250 -2%
HVIA
1004
Hudson Valley Investment Advisors
New York
$337K -$23.5K -690 -7%
GSC
1005
Grey Street Capital
Illinois
$334K +$334K +9,800 New
EWM
1006
Evercore Wealth Management
New York
$334K +$137K +4,031 +70%
CNBT
1007
Canandaigua National Bank & Trust
New York
$333K +$333K +9,761 New
1SB
1008
1ST Source Bank
Indiana
$332K -$15.6K -456 -4%
VWA
1009
V Wealth Advisors
Kansas
$331K -$22.4K -656 -6%
APG
1010
Abacus Planning Group
South Carolina
$331K +$65.7K +1,926 +25%
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$330K
NAS
1012
Nicolet Advisory Services
Wisconsin
$329K +$131K +4,001 +66%
GC
1013
Gratus Capital
Georgia
$328K -$3.79K -111 -1%
BWA
1014
BDO Wealth Advisors
Florida
$328K -$19K -558 -5%
AWAU
1015
Alliance Wealth Advisors (Utah)
Utah
$328K +$27.7K +812 +9%
BHPW
1016
Beverly Hills Private Wealth
California
$327K +$63.9K +1,875 +24%
FNFDCM
1017
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$326K -$51.1K -1,500 -14%
IAS
1018
Insigneo Advisory Services
Florida
$325K +$98.5K +2,890 +43%
ESB
1019
Essex Savings Bank
Connecticut
$324K -$15K -440 -4%
SCM
1020
Shelton Capital Management
Colorado
$324K +$35.3K +1,034 +12%
SAM
1021
Summit Asset Management
Tennessee
$322K -$3.04K -89 -0.9%
SAA
1022
Southeast Asset Advisors
Georgia
$322K +$102 +3 +0%
PBO
1023
Peoples Bank (Ohio)
Ohio
$321K -$6.82K -200 -2%
FS
1024
Ferguson Shapiro
Georgia
$319K
EHC
1025
Everett Harris & Co
California
$319K