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Truist Financial

1,146 hedge funds and large institutions have $30.4B invested in Truist Financial in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 376 increasing their positions, 567 reducing their positions, and 276 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-200
Holders Change %
-14.86%
% of All Funds
25.31%
Holding in Top 10
14
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-64.1%
% of All Funds
0.31%
New
88
Increased
376
Reduced
567
Closed
276
Calls
$134M
Puts
$45M
Net Calls
+$89.4M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RDWM
1076
Red Door Wealth Management
Tennessee
$19K +$19K +624 New
FDCDDQ
1077
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K -$1.06M -34,464 -98%
EWM
1078
Edge Wealth Management
New York
$17K -$279K -9,187 -94%
Loomis, Sayles & Company
1079
Loomis, Sayles & Company
Massachusetts
$16K -$25K -798 -61%
FP
1080
Financial Perspectives
Minnesota
$15.6K
BWM
1081
Baystate Wealth Management
Massachusetts
$15K -$17K -539 -53%
NC
1082
NewSquare Capital
Pennsylvania
$15K -$14.4K -468 -49%
CIAS
1083
CBIZ Investment Advisory Services
Ohio
$15K
SL
1084
Savior LLC
Massachusetts
$14K -$14.3K -479 -50%
1W
1085
1776 Wealth
Georgia
$14K
RFA
1086
Reilly Financial Advisors
California
$13K -$1.41K -47 -10%
JSC
1087
Jackson Square Capital
California
$13K -$1.26K -40 -9%
SFSIG
1088
San Francisco Sentry Investment Group
California
$12K -$45.1K -1,486 -79%
PWMG
1089
Prestige Wealth Management Group
New Jersey
$11K -$162K -5,207 -94%
CFFP
1090
Center for Financial Planning
Michigan
$11K +$8.71K +270 +380%
AA
1091
Ancora Advisors
Ohio
$11K +$11K +364 New
RWA
1092
Ropes Wealth Advisors
Massachusetts
$10K
RBC
1093
Roble Belko & Company
Pennsylvania
$10K
AIC
1094
Archer Investment Corporation
Indiana
$10K
LWM
1095
Lenox Wealth Management
Ohio
$10K +$3.49K +124 +54%
GSWM
1096
Golden State Wealth Management
California
$10K +$10K +320 New
CA
1097
Crewe Advisors
Utah
$9K -$2.59K -88 -22%
SGAM
1098
Smith Group Asset Management
Texas
$9K -$310 -10 -3%
SIS
1099
Sound Income Strategies
Florida
$9K
POIA
1100
Pin Oak Investment Advisors
Texas
$9K