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Truist Financial

1,346 hedge funds and large institutions have $54.5B invested in Truist Financial in 2019 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 716 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+316
Holders Change %
+30.68%
% of All Funds
26.58%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.77%
New
404
Increased
716
Reduced
164
Closed
70
Calls
$343M
Puts
$193M
Net Calls
+$150M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1151
Coldstream Capital Management
Washington
$218K +$218K +3,880 New
IIM
1152
Ipswich Investment Management
Massachusetts
$217K -$11.2K -200 -5%
PWM
1153
PBMares Wealth Management
Virginia
$217K +$217K +3,854 New
CWM
1154
Chesapeake Wealth Management
Virginia
$216K +$4.9K +87 +2%
BWAM
1155
Boyd Watterson Asset Management
Ohio
$216K +$216K +3,841 New
Jones Financial Companies
1156
Jones Financial Companies
Missouri
$215K +$215K +3,833 New
ACA
1157
Atlas Capital Advisors
Wyoming
$215K +$215K +3,815 New
BCI
1158
Brinker Capital Investments
Pennsylvania
$214K -$9.22K -164 -4%
VCP
1159
Verus Capital Partners
Arizona
$214K +$214K +3,807 New
JAM
1160
Jolley Asset Management
North Carolina
$213K -$48K -850 -18%
WTC
1161
WhitTier Trust Company
Nevada
$213K +$79.6K +1,416 +60%
KFGK
1162
Keystone Financial Group (Kentucky)
Kentucky
$213K +$213K +3,775 New
9WM
1163
9258 Wealth Management
Ohio
$212K +$212K +3,766 New
CW
1164
CreativeOne Wealth
Kansas
$211K +$211K +3,753 New
CIS
1165
Connors Investor Services
Pennsylvania
$211K +$211K +3,755 New
KA
1166
Klingman & Associates
New York
$210K +$210K +3,735 New
CPC
1167
Consolidated Planning Corp
Georgia
$209K +$209K +3,708 New
CCM
1168
Copeland Capital Management
Pennsylvania
$207K +$207K +3,675 New
CHP
1169
Cable Hill Partners
Oregon
$206K +$206K +3,658 New
DW
1170
Domani Wealth
Pennsylvania
$203K +$203K +3,603 New
AAMC
1171
Asset Allocation & Management Company
Illinois
$201K +$201K +3,572 New
IWA
1172
Intercontinental Wealth Advisors
Texas
$200K -$10.6K -194 -5%
RIA
1173
Realta Investment Advisors
Delaware
$197K +$4K +73 +2%
AF
1174
Arrow Financial
New York
$193K -$4.12K -73 -2%
CLOS
1175
Compagnie Lombard Odier SCmA
Switzerland
$189K