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Truist Financial

1,041 hedge funds and large institutions have $26.7B invested in Truist Financial in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 409 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
22.65%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.48%
New
82
Increased
386
Reduced
409
Closed
80
Calls
$178M
Puts
$155M
Net Calls
+$23.1M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
1101
WealthBridge Capital Management
Ohio
-$65K -1,312 Closed
IFAM
1102
Institutional & Family Asset Management
Colorado
-$60K -1,285 Closed
FPS
1103
Fieldpoint Private Securities
Connecticut
-$54K -1,150 Closed
JIP
1104
JBJ Investment Partners
South Carolina
-$51K -1,097 Closed
PCA
1105
Peddock Capital Advisors
Massachusetts
-$47K -1,014 Closed
FNC
1106
First National Corp
Massachusetts
-$24K -970 Closed
MSA
1107
Marino Stram & Associates
Massachusetts
-$32K -677 Closed
BAMG
1108
Brand Asset Management Group
Missouri
-$23K -500 Closed
FC
1109
Ferris Capital
Massachusetts
-$17K -369 Closed
DWM
1110
Destination Wealth Management
California
-$12K -266 Closed
1IA
1111
1834 Investment Advisors
Wisconsin
-$12K -253 Closed
WAS
1112
WESPAC Advisors SoCal
California
-$11K -250 Closed
PWM
1113
PRW Wealth Management
Massachusetts
-$7K -147 Closed
ST
1114
Sageworth Trust
Pennsylvania
-$6K -120 Closed
AIA
1115
Alera Investment Advisors
Illinois
-$6K -119 Closed
OFW
1116
Omnia Family Wealth
Florida
-$5K -99 Closed
LFG
1117
LifePlan Financial Group
Ohio
-$5K -97 Closed
WOC
1118
West Oak Capital
California
-$4K -87 Closed
GSWM
1119
Golden State Wealth Management
California
-$4K -83 Closed
WEC
1120
Winslow Evans & Crocker
Massachusetts
-$4K -52 Closed
OWA
1121
One Wealth Advisors
California
-$2K -49 Closed