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Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RPA
1126
Rock Point Advisors
Vermont
$303K -$12.9K -300 -4%
VCM
1127
Vigilant Capital Management
Maine
$302K -$13.9K -324 -4%
LI
1128
LMCG Investments
Massachusetts
$302K +$516 +12 +0.2%
SMA
1129
Sage Mountain Advisors
Georgia
$301K +$65.9K +1,532 +28%
QPWM
1130
Quadrant Private Wealth Management
Pennsylvania
$299K +$299K +6,949 New
SOS
1131
Silver Oak Securities
Tennessee
$299K -$21.8K -505 -7%
PWMAG
1132
Pinnacle Wealth Management Advisory Group
New Jersey
$299K -$52K -1,208 -15%
PFWA
1133
Paces Ferry Wealth Advisors
Georgia
$297K +$15.6K +362 +6%
GVAG
1134
Great Valley Advisor Group
Delaware
$296K +$28.7K +666 +11%
T
1135
TOBAM
France
$295K
FAM
1136
Formidable Asset Management
Ohio
$293K +$21.7K +505 +8%
MCC
1137
Money Concepts Capital
Florida
$293K +$271K +6,302 +1,265%
SAG
1138
SageView Advisory Group
California
$292K +$292K +6,797 New
PFBT
1139
Parkside Financial Bank & Trust
Missouri
$291K +$18.5K +430 +7%
T
1140
TCWP
Ohio
$290K +$21.3K +496 +8%
MMM
1141
Mendel Money Management
Illinois
$288K +$947 +22 +0.3%
IAS
1142
Insigneo Advisory Services
Florida
$286K +$286K +6,650 New
CBTWT
1143
Community Bank & Trust (Waco, Texas)
Texas
$285K +$15.4K +357 +6%
BWP
1144
Baldwin Wealth Partners
Massachusetts
$282K +$282K +6,555 +655,500%
FDCDDQ
1145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K
VC
1146
Veracity Capital
Georgia
$280K -$25K -580 -8%
HNWAG
1147
High Net Worth Advisory Group
Florida
$280K -$39K -906 -12%
CH
1148
Canton Hathaway
Rhode Island
$280K
NAS
1149
Nicolet Advisory Services
Wisconsin
$280K +$280K +6,038 New
HFS
1150
Horizon Financial Services
North Carolina
$279K