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Truist Financial

1,156 hedge funds and large institutions have $37.4B invested in Truist Financial in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 395 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
-7
Holders Change %
-0.6%
% of All Funds
23.39%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.26%
New
93
Increased
395
Reduced
518
Closed
92
Calls
$156M
Puts
$88M
Net Calls
+$68M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JSC
1126
Jackson Square Capital
California
$7K
NIC
1127
Northwest Investment Counselors
Oregon
$7K +$7K +180 New
LGWM
1128
Litman Gregory Wealth Management
California
$7K +$7K +196 New
SFSIG
1129
San Francisco Sentry Investment Group
California
$6K
BFC
1130
Bedel Financial Consulting
Indiana
$6K
PCA
1131
Providence Capital Advisors
North Carolina
$5K -$54.9K -1,459 -92%
BWP
1132
Baldwin Wealth Partners
Massachusetts
$5K
IF
1133
Ironwood Financial
Arizona
$5K
AA
1134
Advisory Alpha
Michigan
$5K +$5K +113 New
BWM
1135
BNC Wealth Management
Oregon
$5K +$5K +135 New
BDWM
1136
Brewin Dolphin Wealth Management
Ireland
$4.19K -$685 -18 -14%
BWM
1137
Baystate Wealth Management
Massachusetts
$4K -$3.35K -97 -46%
CAM
1138
Costello Asset Management
Pennsylvania
$4K +$4K +111 New
FCA
1139
FinTrust Capital Advisors
South Carolina
$3.85K -$37 -963 -0.9%
FNBOSM
1140
First National Bank of South Miami
Florida
$3K -$4.52K -101 -60%
LWM
1141
Liberty Wealth Management
California
$3K -$558 -16 -16%
CFFP
1142
Center for Financial Planning
Michigan
$3K
AWM
1143
Adams Wealth Management
Utah
$3K +$3K +82 New
CAGAS
1144
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +87 New
SMG
1145
Spectrum Management Group
Indiana
$2K -$1.33K -40 -40%
CWA
1146
Carolina Wealth Advisors
South Carolina
$2K +$2K +54 New
TWP
1147
TFO Wealth Partners
Ohio
$2K +$2K +62 New
MCM
1148
Manchester Capital Management
Vermont
$1K -$186K -5,393 -99%
RIM
1149
Rockbridge Investment Management
New York
$1K -$29 -1 -3%
LWA
1150
Lowe Wealth Advisors
Maryland
$1K