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Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
1026
Capital City Trust
Florida
$395K -$35.6K -828 -8%
PL
1027
Parthenon LLC
Kentucky
$392K
TW
1028
Transform Wealth
Colorado
$391K -$1.04M -24,120 -73%
TAIM
1029
TD Ameritrade Investment Management
Nebraska
$391K -$134K -3,122 -26%
NL
1030
NWAM LLC
Washington
$391K +$8.74K +203 +2%
FAIM
1031
Financial Advocates Investment Management
Washington
$390K +$13.2K +306 +3%
BC
1032
Bartlett & Co
Ohio
$390K -$117K -2,715 -23%
BCWM
1033
Bartlett & Co Wealth Management
Ohio
$390K -$117K -2,715 -23%
HKIM
1034
Hayek Kallen Investment Management
Alabama
$389K
EWA
1035
EP Wealth Advisors
California
$385K +$385K +8,954 New
STA
1036
Summit Trail Advisors
New York
$385K -$4.95K -115 -1%
KA
1037
Kovack Advisors
Florida
$385K -$9.77K -227 -2%
CI
1038
Conning Inc
Connecticut
$383K -$58.9K -1,369 -13%
SWM
1039
Spire Wealth Management
Virginia
$382K +$49.2K +1,143 +15%
MPIA
1040
Mountain Pacific Investment Advisers
Idaho
$380K
AWAU
1041
Alliance Wealth Advisors (Utah)
Utah
$379K +$379K +8,811 New
GC
1042
Gilbert & Cook
Iowa
$376K +$6.46K +150 +2%
MCM
1043
Mill Capital Management
North Carolina
$375K -$11.1K -257 -3%
CF
1044
Centaurus Financial
California
$375K -$18.3K -425 -5%
QI
1045
Qtron Investments
Massachusetts
$374K -$92K -2,139 -20%
FPWM
1046
FSB Premier Wealth Management
Iowa
$372K +$12.9K +299 +4%
FRM
1047
Fox Run Management
Connecticut
$369K +$369K +8,575 New
PWPS
1048
Pinnacle Wealth Planning Services
Ohio
$368K +$146K +3,392 +66%
BCM
1049
Birmingham Capital Management
Alabama
$368K
PCMF
1050
Private Capital Management (Florida)
Florida
$366K +$366K +8,500 New