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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EM
1101
Excalibur Management
Massachusetts
$279K
MF
1102
Manchester Financial
California
$278K
T
1103
TOBAM
France
$278K +$42.3K +721 +18%
LC
1104
Lindbrook Capital
California
$276K +$5.17K +88 +2%
HC
1105
Hamilton Capital
Ohio
$276K +$276K +4,706 New
BFPW
1106
BOK Financial Private Wealth
Colorado
$275K +$21.8K +371 +9%
WA
1107
Waverly Advisors
Alabama
$275K +$40.4K +637 +17%
CCM
1108
Coldstream Capital Management
Washington
$274K -$23.7K -622 -8%
HFBOT
1109
Home Federal Bank of Tennessee
Tennessee
$273K
IWA
1110
Intercontinental Wealth Advisors
Texas
$272K +$14.5K +247 +6%
PWLP
1111
Prio Wealth Limited Partnership
Massachusetts
$269K
AWA
1112
Arete Wealth Advisors
Illinois
$269K +$269K +4,580 New
T
1113
TRUADVICE
Florida
$268K -$235K -3,627 -47%
QT
1114
Quantamental Technologies
New York
$267K -$15.7K -268 -6%
LIA
1115
LS Investment Advisors
Michigan
$266K
SIMM
1116
Stillwater Investment Management (Minnesota)
Minnesota
$264K +$2.23K +38 +0.9%
TIA
1117
Tiemann Investment Advisors
California
$263K -$19K -323 -7%
SWIG
1118
Strategic Wealth Investment Group
Kentucky
$263K +$1.47K +25 +0.6%
FFA
1119
First Foundation Advisors
California
$263K +$263K +4,490 New
BA
1120
Bristlecone Advisors
Washington
$262K +$59 +1 +0%
PCG
1121
Private Capital Group
Connecticut
$261K +$24K +409 +10%
KA
1122
Klingman & Associates
New York
$257K -$6.56K -112 -2%
RPA
1123
Rock Point Advisors
Vermont
$255K
ATPW
1124
Ashton Thomas Private Wealth
Arizona
$255K -$18.1K -308 -7%
SHWM
1125
Smith & Howard Wealth Management
Georgia
$254K +$254K +4,339 New