TFC icon

Truist Financial

1,344 hedge funds and large institutions have $53.6B invested in Truist Financial in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 589 increasing their positions, 463 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
-25
Holders Change %
-1.83%
% of All Funds
23.46%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.37%
New
95
Increased
589
Reduced
463
Closed
102
Calls
$305M
Puts
$197M
Net Calls
+$109M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
1126
Intercontinental Wealth Advisors
Texas
$244K +$777 +14 +0.3%
CISOA
1127
Capital Investment Services of America
Wisconsin
$243K
WFI
1128
West Family Investments
California
$243K +$243K +4,376 New
RPA
1129
Rock Point Advisors
Vermont
$241K -$13.9K -250 -5%
NPF
1130
Norris Perne & French
Michigan
$239K -$19.8K -357 -8%
BFPW
1131
BOK Financial Private Wealth
Colorado
$239K +$47.4K +855 +25%
CSWG
1132
Cardinal Strategic Wealth Guidance
Kentucky
$238K
EN1L
1133
Engine No 1 LLC
California
$238K +$238K +4,297 New
AM
1134
Atwater Malick
Pennsylvania
$237K
GIM
1135
Guild Investment Management
California
$236K
NC
1136
NovaPoint Capital
Georgia
$235K
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$235K +$11.2K +202 +5%
EI
1138
Ellevest Inc
New York
$234K +$52K +937 +29%
CM
1139
Capital Management
Virginia
$233K
MIA
1140
MainStreet Investment Advisors
Illinois
$231K +$4.27K +77 +2%
WI
1141
Wedgewood Investors
Pennsylvania
$230K
GWS
1142
Glassman Wealth Services
Virginia
$228K -$19K -343 -8%
BAM
1143
Berkshire Asset Management
Pennsylvania
$227K -$23.9K -432 -10%
MCA
1144
Mercer Capital Advisers
New Jersey
$227K
RWM
1145
Ritholtz Wealth Management
New York
$226K +$14K +253 +7%
AIP
1146
Almanack Investment Partners
Pennsylvania
$225K -$53.5K -965 -19%
FA
1147
FMA Advisory
Pennsylvania
$224K -$88.3K -1,595 -28%
PCG
1148
Private Capital Group
Connecticut
$224K +$27.5K +496 +14%
MGI
1149
MayTech Global Investments
New York
$224K +$224K +4,036 New
T
1150
TOBAM
France
$223K -$40.7K -734 -15%