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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
1126
TD Ameritrade Investment Management
Nebraska
$232K -$77.6K -2,277 -25%
VT
1127
Vise Technologies
New York
$232K -$49.6K -1,453 -18%
AF
1128
Aldebaran Financial
$231K +$231K +6,780 New
HWA
1129
Heartwood Wealth Advisors
Virginia
$231K +$231K +6,776 New
SIC
1130
Samalin Investment Counsel
New York
$230K +$48.5K +1,423 +27%
CBTWT
1131
Community Bank & Trust (Waco, Texas)
Texas
$230K +$4.36K +128 +2%
CL
1132
Choreo LLC
Illinois
$229K +$229K +6,729 New
MMM
1133
Mendel Money Management
Illinois
$229K +$1.19K +35 +0.5%
RBC
1134
Romano Brothers & Co
Illinois
$227K -$17.4K -510 -7%
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$225K -$4.98K -146 -2%
BA
1136
Bristlecone Advisors
Washington
$225K -$22.1K -647 -9%
Fisher Asset Management
1137
Fisher Asset Management
Washington
$225K -$246K -7,227 -52%
BWP
1138
Baldwin Wealth Partners
Massachusetts
$224K
IGWM
1139
ICA Group Wealth Management
Colorado
$222K -$35.1K -1,030 -14%
HNWAG
1140
High Net Worth Advisory Group
Florida
$222K
JFGIW
1141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K +$90.2K +2,646 +69%
CFO
1142
CVA Family Office
Colorado
$221K +$71.4K +2,095 +48%
AAM
1143
Augustine Asset Management
Florida
$221K +$9.28K +272 +4%
SA
1144
Stewardship Advisors
Pennsylvania
$221K +$53.4K +1,566 +32%
SMA
1145
Sage Mountain Advisors
Georgia
$220K -$17.7K -520 -7%
PFWA
1146
Paces Ferry Wealth Advisors
Georgia
$220K -$15.6K -458 -7%
AAIS
1147
ABN AMRO Investment Solutions
$220K +$220K +6,443 New
Empower Advisory Group
1148
Empower Advisory Group
Colorado
$218K +$218K +6,582 New
AAS
1149
Ameritas Advisory Services
Nebraska
$218K -$59.2K -1,754 -21%
EL
1150
EMFO LLC
Florida
$215K