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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
1001
Asset Dedication LLC
California
$263K -$65.9K -2,176 -20%
CIM
1002
CIM Investment Management
Pennsylvania
$262K +$789 +26 +0.3%
SEIA
1003
Signature Estate & Investment Advisors
California
$262K +$37.3K +1,228 +17%
MPIA
1004
Mountain Pacific Investment Advisers
Idaho
$260K -$7.86K -259 -3%
BHBT
1005
Burke & Herbert Bank & Trust
Virginia
$260K -$33.1K -1,089 -11%
PIA
1006
Pinion Investment Advisors
Kansas
$260K -$17.2K -568 -6%
WP
1007
WealthPLAN Partners
Nebraska
$260K -$74.8K -2,463 -22%
NL
1008
NWAM LLC
Washington
$260K +$5.56K +183 +2%
KA
1009
Kovack Advisors
Florida
$259K +$15.7K +516 +6%
CH
1010
Canton Hathaway
Rhode Island
$258K
TAIM
1011
TD Ameritrade Investment Management
Nebraska
$258K +$51.2K +1,685 +25%
PIP
1012
Peachtree Investment Partners
Florida
$257K +$5.01K +165 +2%
ACM
1013
Altrius Capital Management
North Carolina
$256K +$256K +8,431 New
MCM
1014
MAI Capital Management
Ohio
$255K -$11.1K -365 -4%
PWM
1015
Perigon Wealth Management
California
$254K -$12.7K -420 -5%
CBFP
1016
Cedar Brook Financial Partners
Ohio
$253K +$253K +8,325 New
BCM
1017
Birmingham Capital Management
Alabama
$249K -$10.2K -335 -4%
CA
1018
CSM Advisors
Pennsylvania
$246K -$82.1K -2,700 -25%
NRA
1019
NSI Retail Advisors
Pennsylvania
$246K -$82.1K -2,700 -25%
JF
1020
Jump Financial
Illinois
$245K -$6.23M -205,333 -96%
WWM
1021
Wagner Wealth Management
South Carolina
$244K +$789 +26 +0.3%
WBC
1022
Westpac Banking Corp
Australia
$243K -$3.27M -107,679 -93%
CLOS
1023
Compagnie Lombard Odier SCmA
Switzerland
$243K
EWA
1024
EP Wealth Advisors
California
$241K +$214K +74,196 +798%
VFP
1025
Verus Financial Partners
Virginia
$240K +$240K +7,360 New