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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 %
TWM
1151
Thrive Wealth Management
Pennsylvania
$278K +$61.3K +1,424 +28%
BMC
1152
Benin Management Corp
Connecticut
$277K -$2.15K -50 -0.8%
LOAMS
1153
Lombard Odier Asset Management (Switzerland)
Switzerland
$273K +$273K +6,355 New
EL
1154
EMFO LLC
Florida
$272K
CAM
1155
Cozad Asset Management
Illinois
$270K -$71.4K -1,660 -21%
KMWM
1156
Keudell/Morrison Wealth Management
Oregon
$269K -$8.73K -203 -3%
CPO
1157
Cerity Partners OCIO
New York
$269K -$4.91K -114 -2%
SWM
1158
Sugarloaf Wealth Management
Georgia
$268K -$253K -5,887 -49%
CIS
1159
Connors Investor Services
Pennsylvania
$268K
ACM
1160
Argent Capital Management
Missouri
$267K -$161K -3,749 -38%
AFS
1161
Annapolis Financial Services
Maryland
$267K -$14.8K -343 -5%
AAM
1162
Augustine Asset Management
Florida
$267K -$4K -93 -1%
CCM
1163
Chiron Capital Management
Florida
$267K +$25.8K +600 +11%
CSWM
1164
Cassady Schiller Wealth Management
Ohio
$266K -$18.5K -429 -6%
BA
1165
Ballew Advisors
Mississippi
$264K -$71.9K -1,525 -21%
AC
1166
ASB Consultores
Florida
$264K -$70.5K -1,639 -21%
ORAM
1167
One River Asset Management
Connecticut
$264K +$264K +6,110 New
WWM
1168
Western Wealth Management
Colorado
$262K -$303K -7,037 -54%
GIA
1169
Gladstone Institutional Advisory
Florida
$262K -$136K -3,162 -34%
IAA
1170
Independent Advisor Alliance
North Carolina
$262K +$1.88K +914 +0.7%
THWM
1171
Taylor Hoffman Wealth Management
Virginia
$261K -$600K -13,939 -70%
MBT
1172
Montecito Bank & Trust
California
$260K -$18.2K -423 -7%
PIMG
1173
Patriot Investment Management Group
Tennessee
$259K
WJWM
1174
Williams Jones Wealth Management
New York
$258K -$18.9K -439 -7%
GB
1175
Goepper Burkhardt
South Carolina
$256K -$4.3K -100 -2%