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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
1051
Riverview Trust Company
Washington
$339K
EWM
1052
EPG Wealth Management
Georgia
$338K +$33.7K +575 +11%
BAM
1053
Belpointe Asset Management
Nevada
$337K -$116K -1,978 -26%
WI
1054
WrapManager Inc
California
$337K +$337K +5,754 New
TW
1055
TrinityPoint Wealth
Connecticut
$335K +$351 +6 +0.1%
AWAP
1056
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$335K +$18.7K +319 +6%
VA
1057
Valmark Advisers
Ohio
$335K +$21.2K +362 +7%
HI
1058
Hudock Inc
Pennsylvania
$333K -$6.92K -118 -2%
PI
1059
Putnam Investments
Massachusetts
$333K
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$41.4K +705 +14%
HFM
1061
Hartford Financial Management
Connecticut
$330K +$4.92K +84 +2%
EWM
1062
Evercore Wealth Management
New York
$327K -$1.29K -22 -0.4%
PIMG
1063
Patriot Investment Management Group
Tennessee
$327K +$4.27K +73 +1%
TAM
1064
Townsend Asset Management
North Carolina
$325K -$6.34K -108 -2%
OC
1065
Oakworth Capital
Alabama
$321K +$10.6K +181 +3%
FNBT
1066
FineMark National Bank & Trust
Florida
$320K -$72.5K -1,236 -18%
WPC
1067
White Pine Capital
Minnesota
$320K
PCP
1068
Proficio Capital Partners
Massachusetts
$318K -$64.2K -1,096 -17%
PWM
1069
PBMares Wealth Management
Virginia
$318K -$49.8K -850 -14%
BP
1070
BBR Partners
New York
$318K
GBT
1071
Grove Bank & Trust
Florida
$318K +$34.7K +592 +12%
AFA
1072
Arlington Financial Advisors
California
$317K -$26.1K -444 -8%
TCM
1073
Teza Capital Management
Illinois
$316K -$2.52M -43,016 -89%
PMG
1074
ProVise Management Group
Florida
$316K +$11.6K +198 +4%
ACP
1075
Aviance Capital Partners
Florida
$313K -$8.39K -143 -3%