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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
OP
1126
ORG Partners
Indiana
$95.8K +$95.8K +3,051 New
BWAM
1127
Boyd Watterson Asset Management
Ohio
$95.8K -$11K -362 -10%
CAS
1128
Coppell Advisory Solutions
Texas
$95.5K +$95.5K +3,115 New
CWM
1129
CarsonAllaria Wealth Management
Illinois
$95K +$880 +29 +0.9%
TF
1130
Tompkins Financial
New York
$93.5K -$78.9K -2,600 -46%
AAP
1131
Arax Advisory Partners
Colorado
$89.2K +$2.09K +69 +2%
ORAM
1132
One River Asset Management
Connecticut
$87K -$958K -31,264 -92%
QC
1133
Quent Capital
New York
$85.1K -$8.59K -283 -9%
PG
1134
Proffitt & Goodson
Tennessee
$82.6K
KFP
1135
KB Financial Partners
New Jersey
$82K +$670 +22 +0.8%
GI
1136
Gradient Investments
Minnesota
$82K -$1.52K -50 -2%
CIR
1137
Clear Investment Research
Georgia
$81.2K
SCM
1138
Silvant Capital Management
Georgia
$78.5K -$424K -13,969 -84%
GCM
1139
Gables Capital Management
Florida
$76.8K
SS
1140
Sunbelt Securities
Texas
$76.3K +$10.6K +348 +16%
JWM
1141
Janiczek Wealth Management
Colorado
$75.8K
PPWM
1142
PFG Private Wealth Management
Florida
$74K +$15K +494 +25%
Loomis, Sayles & Company
1143
Loomis, Sayles & Company
Massachusetts
$73K -$6.2K -203 -8%
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.4K -$126K -4,155 -64%
SSG
1145
Summit Securities Group
New York
$71K -$35.3K -1,164 -33%
CSC
1146
Caldwell Sutter Capital
California
$70.5K +$42.1K +1,388 +148%
CAL
1147
Capital Advisors Ltd
Ohio
$70K +$40.9K +1,344 +140%
WAM
1148
Worth Asset Management
Texas
$69.3K +$91 +3 +0.1%
LFG
1149
Larson Financial Group
Missouri
$66.3K +$6.34K +209 +11%
SN
1150
Sittner & Nelson
Oregon
$66K