TFC icon

Truist Financial

1,346 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 716 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+316
Holders Change %
+30.68%
% of All Funds
26.58%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
404
Increased
716
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
1076
FineMark National Bank & Trust
Florida
$272K +$31.4K +557 +13%
HAG
1077
HighPoint Advisor Group
Illinois
$272K +$82.4K +1,468 +43%
MCWA
1078
Meadow Creek Wealth Advisors
Georgia
$272K +$272K +4,825 New
JLBC
1079
J.L. Bainbridge & Co
Florida
$272K +$272K +4,836 New
LWCFA
1080
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K +$271K +4,820 New
GAG
1081
GM Advisory Group
New York
$269K +$269K +4,785 New
LSPW
1082
Lake Street Private Wealth
Illinois
$268K +$268K +4,757 New
FMT
1083
First Mercantile Trust
Tennessee
$266K +$154K +2,733 +137%
FMWA
1084
Forvis Mazars Wealth Advisors
Missouri
$266K +$266K +4,715 New
EM
1085
Excalibur Management
Massachusetts
$266K +$266K +4,717 New
KCM
1086
Kathmere Capital Management
Pennsylvania
$266K +$266K +4,727 New
AA
1087
AlphaMark Advisors
Kentucky
$265K
FHA
1088
Flagship Harbor Advisors
Massachusetts
$265K +$204K +3,630 +338%
FWCM
1089
First Western Capital Management
California
$263K
MFP
1090
Meridian Financial Partners
Virginia
$263K +$11.3K +203 +4%
IWS
1091
Insight Wealth Strategies
California
$263K +$263K +4,665 New
RIM
1092
Reliant Investment Management
Tennessee
$263K +$263K +4,669 New
RPA
1093
Rock Point Advisors
Vermont
$259K -$7.32K -130 -3%
AC
1094
Abbrea Capital
California
$257K +$257K +4,566 New
IA
1095
IFG Advisory
Georgia
$256K -$47.4K -844 -16%
PL
1096
Perpetual Ltd
Australia
$254K
FAIM
1097
Financial Advocates Investment Management
Washington
$254K +$254K +4,512 New
CHA
1098
Cooper/Haims Advisors
New York
$253K +$253K +4,493 New
HFRG
1099
Houlihan Financial Resource Group
Virginia
$253K +$253K +4,500 New
ERIM
1100
Eagle Ridge Investment Management
Connecticut
$252K +$20K +356 +9%