TFC icon

Truist Financial

1,418 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 626 increasing their positions, 486 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
-22
Holders Change %
-1.53%
% of All Funds
24.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
626
Reduced
486
Closed
99
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
1026
Naples Global Advisors
Florida
$349K +$17.4K +399 +5%
MWM
1027
Madison Wealth Management
Ohio
$348K -$4.4K -101 -1%
CLOS
1028
Compagnie Lombard Odier SCmA
Switzerland
$348K
CAM
1029
Cozad Asset Management
Illinois
$346K -$71.9K -1,650 -17%
APG
1030
Abacus Planning Group
South Carolina
$346K -$8.74K -201 -2%
CCA
1031
Childress Capital Advisors
Texas
$340K +$340K +7,655 New
AC
1032
ASB Consultores
Florida
$339K
SWM
1033
Spire Wealth Management
Virginia
$337K -$687K -15,761 -67%
GAM
1034
Gemmer Asset Management
California
$335K +$3.18K +73 +1%
WWM
1035
Wagner Wealth Management
South Carolina
$333K -$4.13K -95 -1%
SFM
1036
Systematic Financial Management
New Jersey
$333K
RFA
1037
Resurgent Financial Advisors
Georgia
$333K +$333K +7,642 New
IGWM
1038
ICA Group Wealth Management
Colorado
$331K +$2.05K +47 +0.6%
ECM
1039
Evergreen Capital Management
Washington
$329K -$29.2K -671 -8%
DE
1040
Day & Ennis
Georgia
$324K -$1.96K -45 -0.6%
HNWAG
1041
High Net Worth Advisory Group
Florida
$323K -$24.7K -567 -7%
HLOC
1042
H.L. Ormond & Company
North Carolina
$323K +$38.6K +883 +14%
EFSCE
1043
Enterprise Financial Services Corp (EFSC)
Missouri
$322K -$193K -4,423 -37%
RMDI
1044
R.M. Davis Inc
Maine
$322K -$83.7K -1,921 -21%
SAMT
1045
Select Asset Management & Trust
Pennsylvania
$321K -$33.1K -761 -9%
AW
1046
ACG Wealth
Georgia
$320K +$130 +3 +0%
VCM
1047
Vigilant Capital Management
Maine
$320K +$41K +942 +15%
RPA
1048
Rock Point Advisors
Vermont
$320K +$131K +3,000 +69%
TA
1049
TrueWealth Advisors
Alabama
$319K +$30.2K +694 +10%
WCM
1050
Washington Capital Management
Washington
$319K