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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 %
ACM
1051
Altrius Capital Management
North Carolina
$365K +$365K +8,486 New
RCM
1052
RNC Capital Management
California
$365K -$29.2M -679,259 -99%
SCM
1053
Shelton Capital Management
Colorado
$365K -$75.1K -1,745 -17%
FA
1054
Fortis Advisors
Pennsylvania
$364K -$76.6K -1,780 -17%
RF
1055
Rollins Financial
Georgia
$363K +$363K +8,429 New
TA
1056
TrueWealth Advisors
Alabama
$361K +$45.3K +1,052 +14%
VFP
1057
Verus Financial Partners
Virginia
$359K -$39.8K -806 -10%
FBB
1058
Fulton Breakefield Broenniman
Maryland
$359K +$359K +8,339 New
CWS
1059
Cypress Wealth Services
California
$358K +$358K +8,330 New
AWAG
1060
ARS Wealth Advisors Group
Florida
$357K +$357K +8,306 New
PIP
1061
Peachtree Investment Partners
Florida
$357K +$357K +8,298 New
SPC
1062
Sigma Planning Corp
Michigan
$357K -$75K -1,744 -17%
IFWM
1063
Institute for Wealth Management
Colorado
$356K -$18.5K -430 -5%
VT
1064
Vise Technologies
New York
$355K +$84.3K +1,959 +31%
NC
1065
NewSquare Capital
Pennsylvania
$355K -$5.04K -117 -1%
EGA
1066
Eagle Global Advisors
Texas
$354K -$137K -3,175 -28%
QCG
1067
Quadrant Capital Group
Ohio
$354K -$24.3K -565 -6%
AAS
1068
Ameritas Advisory Services
Nebraska
$353K +$77.9K +1,810 +28%
PCOC
1069
Power Corp of Canada
Canada
$352K
CIM
1070
CIM Investment Management
Pennsylvania
$351K -$10.4K -241 -3%
XWM
1071
Xcel Wealth Management
Florida
$349K
PWM
1072
Perigon Wealth Management
California
$348K +$348K +8,090 New
BEI
1073
Benjamin Edwards Inc
Missouri
$345K -$50K -1,160 -13%
HPWA
1074
Hall Private Wealth Advisors
North Carolina
$345K +$345K +8,009 New
WWM
1075
Wagner Wealth Management
South Carolina
$344K +$14.8K +343 +4%