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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 %
JFG
1051
Jefferies Financial Group
New York
$220K -$1.09M -35,800 -83%
CFG
1052
Citizens Financial Group
Rhode Island
$220K -$157K -5,178 -42%
NGA
1053
Naples Global Advisors
Florida
$220K +$5.8K +191 +3%
DE
1054
Day & Ennis
Georgia
$219K
LI
1055
Lafayette Investments
Maryland
$217K
NFA
1056
Northern Financial Advisors
Michigan
$215K -$54.9K -1,808 -20%
Empower Advisory Group
1057
Empower Advisory Group
Colorado
$215K +$15K +494 +8%
OAM
1058
Occidental Asset Management
California
$214K
DCBT
1059
Dakota Community Bank & Trust
North Dakota
$214K +$32.6K +1,075 +18%
NRG
1060
Nemes Rush Group
Michigan
$213K +$213K +7,012 New
NRC
1061
New Republic Capital
North Carolina
$212K -$1.09K -36 -0.5%
FLI
1062
Family Legacy Inc
South Carolina
$212K -$7.95K -262 -4%
KMWM
1063
Keudell/Morrison Wealth Management
Oregon
$211K -$10.6K -350 -5%
WAG
1064
Wallace Advisory Group
California
$210K
CFO
1065
CVA Family Office
Colorado
$210K +$13.2K +436 +7%
PWMAG
1066
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$210K +6,915 New
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$210K +$9.17K +302 +5%
Acadian Asset Management
1068
Acadian Asset Management
Massachusetts
$209K
T
1069
TOBAM
France
$208K
RPA
1070
Rock Point Advisors
Vermont
$208K
HVIA
1071
Hudson Valley Investment Advisors
New York
$207K -$92.6K -3,051 -31%
SJL
1072
Shayne & Jacobs LLC
Tennessee
$207K
HWA
1073
Heartwood Wealth Advisors
Virginia
$206K -$91 -3 -0%
MMM
1074
Mendel Money Management
Illinois
$204K
SC
1075
Scotia Capital
Ontario, Canada
$204K +$204K +6,711 New