TFC icon

Truist Financial

1,049 hedge funds and large institutions have $24.6B invested in Truist Financial in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 427 increasing their positions, 364 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-15
Holders Change %
-1.41%
% of All Funds
22.74%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
99
Increased
427
Reduced
364
Closed
100
Calls
$222M
Puts
$182M
Net Calls
+$40.7M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1026
PRW Wealth Management
Massachusetts
$7K
AIA
1027
Alera Investment Advisors
Illinois
$6K -$3.68K -73 -38%
JAM
1028
JCIC Asset Management
Ontario, Canada
$6K
LWA
1029
Lowe Wealth Advisors
Maryland
$6K
ST
1030
Sageworth Trust
Pennsylvania
$6K +$6K +120 New
LFG
1031
LifePlan Financial Group
Ohio
$5K
NC
1032
NewSquare Capital
Pennsylvania
$5K
OFW
1033
Omnia Family Wealth
Florida
$5K
TA
1034
TCG Advisors
Texas
$5K +$5K +109 New
CFA
1035
Camarda Financial Advisors
Florida
$4K -$19.4K -369 -83%
WEC
1036
Winslow Evans & Crocker
Massachusetts
$4K -$17.2K -224 -81%
WOC
1037
West Oak Capital
California
$4K
MSFP
1038
Mark Sheptoff Financial Planning
Connecticut
$4K
VRM
1039
Vectors Research Management
New York
$4K
BWM
1040
Baystate Wealth Management
Massachusetts
$4K +$49 +1 +1%
GSWM
1041
Golden State Wealth Management
California
$4K +$4K +83 New
Parallax Volatility Advisers
1042
Parallax Volatility Advisers
California
$3K -$8.78M -181,378 -100%
LWM
1043
Liberty Wealth Management
California
$3K
WAS
1044
Winch Advisory Services
Wisconsin
$3K +$3K +63 New
LF
1045
Lee Financial
Texas
$3K +$3K +74 New
OWA
1046
One Wealth Advisors
California
$2K +$2K +49 New
MCM
1047
MV Capital Management
Maryland
$1K -$613 -19 -38%
Fidelity International
1048
Fidelity International
Bermuda
$1K +$417 +5 +71%
W
1049
WealthStone
Ohio
$1K +$1K +30 New
CI
1050
Cambiar Investors
Colorado
-$25.9M -598,730 Closed