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Truist Financial

1,064 hedge funds and large institutions have $21.5B invested in Truist Financial in 2018 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 350 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+40
Holders Change %
+3.91%
% of All Funds
23.74%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.47%
New
144
Increased
350
Reduced
427
Closed
90
Calls
$162M
Puts
$101M
Net Calls
+$61.2M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
1026
WESPAC Advisors SoCal
California
$10K +$6K +150 +150%
TFO
1027
Tarbox Family Office
California
$9K
SGAM
1028
Smith Group Asset Management
Texas
$9K +$6K +140 +200%
BCI
1029
Brinker Capital Investments
Pennsylvania
$8K +$8K +189 New
LPWM
1030
Lake Point Wealth Management
Texas
$8K +$8K +189 New
CFA
1031
Clarfeld Financial Advisors
New York
$8K +$8K +190 New
AIA
1032
Alera Investment Advisors
Illinois
$8K +$8K +192 New
LWA
1033
Lowe Wealth Advisors
Maryland
$6K
JAM
1034
JCIC Asset Management
Ontario, Canada
$6K
PMFA
1035
Plante Moran Financial Advisors
Michigan
$6K +$6K +140 New
Rockefeller Capital Management
1036
Rockefeller Capital Management
New York
$6K +$6K +140 New
PWM
1037
PRW Wealth Management
Massachusetts
$6K +$6K +147 New
BCA
1038
Berman Capital Advisors
Georgia
$6K +$6K +154 New
UB
1039
UMB Bank
Missouri
$5.76K +$149 +3,446 +3%
CT
1040
Clearstead Trust
Maine
$5K
FAM
1041
Fred Alger Management
New York
$5K
BWM
1042
Baystate Wealth Management
Massachusetts
$4K
LFG
1043
LifePlan Financial Group
Ohio
$4K
MSFP
1044
Mark Sheptoff Financial Planning
Connecticut
$4K
OFW
1045
Omnia Family Wealth
Florida
$4K
PWMG
1046
Prestige Wealth Management Group
New Jersey
$4K +$4K +85 New
VRM
1047
Vectors Research Management
New York
$4K +$4K +94 New
NC
1048
NewSquare Capital
Pennsylvania
$4K +$4K +100 New
W
1049
WealthOne
New York
$4K +$4K +100 New
WOC
1050
West Oak Capital
California
$3.77K