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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
1026
RMR Wealth Builders
New Jersey
$318K
NRI
1027
NFP Retirement Inc
California
$317K +$273 +8 +0.1%
FA
1028
Fiducient Advisors
Illinois
$315K +$1.06K +31 +0.3%
AWAP
1029
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$314K +$46.8K +1,371 +17%
AFP
1030
Alpha Financial Partners
Kentucky
$314K +$314K +9,211 New
SPC
1031
Sigma Planning Corp
Michigan
$313K +$30K +881 +11%
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$312K +$20.8K +609 +7%
PIA
1033
Pinion Investment Advisors
Kansas
$312K +$38.9K +1,139 +14%
TCMP
1034
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K +$53K +1,566 +20%
HFG
1035
Heron Financial Group
New York
$311K +$311K +9,128 New
PL
1036
Parthenon LLC
Kentucky
$311K
HKIM
1037
Hayek Kallen Investment Management
Alabama
$309K
RF
1038
Rollins Financial
Georgia
$309K +$21.2K +622 +7%
CWM
1039
Curi Wealth Management
North Carolina
$305K -$1.2M -35,284 -80%
EWM
1040
Evermay Wealth Management
Virginia
$303K -$47K -1,378 -13%
NFA
1041
Northern Financial Advisors
Michigan
$303K -$20.9K -613 -6%
SIM
1042
Sentry Investment Management
Wisconsin
$303K +$143K +4,187 +89%
PH
1043
Pinnacle Holdings
Oklahoma
$302K +$58.8K +1,724 +24%
CI
1044
Conning Inc
Connecticut
$302K -$2.22K -65 -0.7%
MPIA
1045
Mountain Pacific Investment Advisers
Idaho
$302K
PCMF
1046
Private Capital Management (Florida)
Florida
$300K +$10.2K +300 +4%
PWM
1047
Perigon Wealth Management
California
$300K +$23.7K +696 +9%
Wealthfront Advisers
1048
Wealthfront Advisers
California
$299K -$2.95M -86,502 -91%
MCM
1049
MAI Capital Management
Ohio
$299K -$83.5K -2,450 -22%
MCM
1050
Mill Capital Management
North Carolina
$297K