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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
FT
1026
Fiduciary Trust
Massachusetts
$238K -$776K -25,555 -77%
1SB
1027
1ST Source Bank
Indiana
$237K -$58.1K -1,915 -20%
AFCM
1028
Applied Finance Capital Management
Puerto Rico
$237K +$237K +7,797 New
SIC
1029
Samalin Investment Counsel
New York
$235K +$30.2K +996 +15%
SMA
1030
Sage Mountain Advisors
Georgia
$234K +$38.2K +1,258 +19%
NP
1031
NorthRock Partners
Minnesota
$234K -$93K -3,064 -28%
FH
1032
FWG Holdings
Florida
$234K -$33 -1 -0%
MSFS
1033
Main Street Financial Solutions
Pennsylvania
$233K +$1.52K +50 +0.7%
BCM
1034
Boltwood Capital Management
California
$233K -$85.7K -2,825 -27%
SFM
1035
Systematic Financial Management
New Jersey
$232K
First Manhattan
1036
First Manhattan
New York
$232K
GA
1037
Geller Advisors
New York
$231K +$231K +7,618 New
MWM
1038
Madison Wealth Management
Ohio
$231K -$395 -13 -0.2%
AA
1039
Advisory Alpha
Michigan
$228K -$4.37K -144 -2%
MFP
1040
Meridian Financial Partners
Virginia
$226K -$8.8K -266 -4%
KC
1041
Kingfisher Capital
North Carolina
$226K +$8.7K +287 +4%
CI
1042
Conning Inc
Connecticut
$226K -$42.5K -1,400 -16%
CCM
1043
Chiron Capital Management
Florida
$225K -$78.9K -2,600 -26%
MCM
1044
Mill Capital Management
North Carolina
$224K -$40.5K -1,333 -15%
WP
1045
WealthShield Partners
North Carolina
$224K +$224K +7,369 New
1IA
1046
1620 Investment Advisors
Massachusetts
$222K -$212 -7 -0.1%
WPC
1047
Wedmont Private Capital
Pennsylvania
$222K -$36.6K -1,106 -14%
CRC
1048
Curi RMB Capital
Illinois
$222K +$222K +7,320 New
EWM
1049
Evermay Wealth Management
Virginia
$222K -$48K -1,580 -18%
MFC
1050
Morris Financial Concepts
South Carolina
$221K