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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
1076
Gemmer Asset Management
California
$267K +$3.34K +98 +1%
RFG
1077
RFP Financial Group
Georgia
$262K -$902K -26,454 -77%
CWS
1078
Cypress Wealth Services
California
$262K -$22.3K -654 -8%
AA
1079
Advisory Alpha
Michigan
$262K -$2.73K -80 -1%
SFM
1080
Systematic Financial Management
New Jersey
$261K
First Manhattan
1081
First Manhattan
New York
$261K -$1.2M -35,171 -82%
SOS
1082
Silver Oak Securities
Tennessee
$261K +$24K +703 +10%
MSFS
1083
Main Street Financial Solutions
Pennsylvania
$260K +$2.32K +68 +0.9%
MWM
1084
Madison Wealth Management
Ohio
$260K
WPC
1085
Wedmont Private Capital
Pennsylvania
$259K +$259K +7,820 New
GIA
1086
Gateway Investment Advisers
Ohio
$259K -$10.8K -318 -4%
CCFCSB
1087
Cape Cod Five Cents Savings Bank
Massachusetts
$257K -$219K -6,429 -46%
EHWM
1088
Eads & Heald Wealth Management
Georgia
$256K -$210K -6,144 -45%
EF
1089
Empowered Funds
Pennsylvania
$256K +$67.2K +1,970 +36%
FBB
1090
Fulton Breakefield Broenniman
Maryland
$255K -$29.3K -858 -10%
FAM
1091
Formidable Asset Management
Ohio
$255K +$27.7K +828 +12%
THWM
1092
Taylor Hoffman Wealth Management
Virginia
$255K +$48.3K +1,415 +23%
QCG
1093
Quadrant Capital Group
Ohio
$253K -$27.6K -810 -10%
RMDI
1094
R.M. Davis Inc
Maine
$252K
SEIA
1095
Signature Estate & Investment Advisors
California
$252K +$443 +13 +0.2%
LOAMS
1096
Lombard Odier Asset Management (Switzerland)
Switzerland
$252K +$34.9K +1,024 +16%
1IA
1097
1620 Investment Advisors
Massachusetts
$250K +$7.09K +208 +3%
WCM
1098
Washington Capital Management
Washington
$250K
KMWM
1099
Keudell/Morrison Wealth Management
Oregon
$249K +$35.5K +1,041 +17%
MFC
1100
Morris Financial Concepts
South Carolina
$249K +$86.6K +2,541 +53%