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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 %
APC
1076
Aspire Private Capital
North Carolina
$202K +$16.2K +534 +9%
RBC
1077
Romano Brothers & Co
Illinois
$202K
BWP
1078
Baldwin Wealth Partners
Massachusetts
$199K
EL
1079
EMFO LLC
Florida
$192K
AFS
1080
Annapolis Financial Services
Maryland
$189K
CSWM
1081
Cassady Schiller Wealth Management
Ohio
$187K
IGWM
1082
ICA Group Wealth Management
Colorado
$186K -$12K -394 -6%
AA
1083
AlphaMark Advisors
Kentucky
$182K
CG
1084
Cutler Group
California
$180K -$1.09M -36,146 -86%
PA
1085
Parallel Advisors
California
$180K -$31K -1,021 -15%
CFGS
1086
Concourse Financial Group Securities
Alabama
$170K -$17.5K -577 -9%
FMP
1087
Financial Management Professionals
Texas
$168K +$12.7K +419 +8%
HWA
1088
HHM Wealth Advisors
Tennessee
$168K
SWM
1089
Sugarloaf Wealth Management
Georgia
$167K -$20.4K -672 -11%
CBT
1090
Central Bank & Trust
Kentucky
$167K
HFM
1091
Hartford Financial Management
Connecticut
$166K
LC
1092
Lindbrook Capital
California
$162K -$23.3K -768 -13%
HI
1093
Harbour Investments
Wisconsin
$162K +$10.8K +355 +7%
KTC
1094
Kistler-Tiffany Companies
Pennsylvania
$161K +$75K +2,471 +87%
RFA
1095
Resurgent Financial Advisors
Georgia
$150K -$59.5K -1,962 -28%
GWS
1096
Glassman Wealth Services
Virginia
$146K +$7.65K +252 +6%
RTC
1097
Riverview Trust Company
Washington
$145K
VCM
1098
Vigilant Capital Management
Maine
$140K
VWM
1099
Venturi Wealth Management
Texas
$137K +$137K +4,520 New
CIA
1100
Cape Investment Advisory
Georgia
$137K +$9.59K +316 +8%