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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 %
HFS
1151
Horizon Financial Services
North Carolina
$215K -$6.45K -189 -3%
WJWM
1152
Williams Jones Wealth Management
New York
$215K +$10.3K +301 +5%
TA
1153
TrueWealth Advisors
Alabama
$215K -$71.2K -2,088 -25%
MYIA
1154
Mount Yale Investment Advisors
Colorado
$214K -$112K -3,295 -34%
VC
1155
Veracity Capital
Georgia
$213K -$8.97K -263 -4%
AFS
1156
Annapolis Financial Services
Maryland
$212K
SWM
1157
Sugarloaf Wealth Management
Georgia
$211K -$1.4K -41 -0.7%
CSWM
1158
Cassady Schiller Wealth Management
Ohio
$210K
CFGS
1159
Concourse Financial Group Securities
Alabama
$210K -$148K -4,331 -41%
WAG
1160
Wallace Advisory Group
California
$210K +$210K +6,164 New
APC
1161
Aspire Private Capital
North Carolina
$209K +$107K +3,140 +105%
RIG
1162
RiverFront Investment Group
Virginia
$208K +$208K +6,113 New
CS
1163
Capital Square
Tennessee
$208K +$17.7K +540 +9%
WWM
1164
Western Wealth Management
Colorado
$208K +$375 +11 +0.2%
LC
1165
Lindbrook Capital
California
$208K -$51.7K -1,516 -20%
WTB
1166
Washington Trust Bank
Washington
$206K +$18.2K +534 +10%
GIA
1167
Gladstone Institutional Advisory
Florida
$205K -$2.29K -67 -1%
GG
1168
Golden Green
South Carolina
$205K +$205K +6,012 New
AA
1169
AlphaMark Advisors
Kentucky
$205K +$24.2K +708 +13%
QPWM
1170
Quadrant Private Wealth Management
Pennsylvania
$205K -$32.4K -950 -14%
DCBT
1171
Dakota Community Bank & Trust
North Dakota
$203K +$48.1K +1,411 +31%
RBFC
1172
Roman Butler Fullerton & Co
Missouri
$203K +$203K +6,662 New
TF
1173
Tompkins Financial
New York
$194K +$88.7K +2,600 +84%
HWA
1174
HHM Wealth Advisors
Tennessee
$188K
CM
1175
Cornerstone Management
Georgia
$188K