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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 %
GI
1176
Gradient Investments
Minnesota
$189K +$14.3K +254 +8%
SWM
1177
Selective Wealth Management
Virginia
$179K +$78.8K +1,400 +79%
CIR
1178
Clear Investment Research
Georgia
$169K -$394 -7 -0.2%
ZB
1179
Zions Bancorporation
Utah
$169K +$40.9K +728 +32%
LWA
1180
Lenox Wealth Advisors
New York
$159K +$7.3K +130 +5%
BCA
1181
Berman Capital Advisors
Georgia
$158K +$140K +2,500 +760%
GCM
1182
Gables Capital Management
Florida
$157K +$102K +1,813 +187%
BC
1183
Barnett & Company
Tennessee
$156K
HCA
1184
Horan Capital Advisors
Ohio
$155K
RMA
1185
Roffman Miller Associates
Pennsylvania
$153K +$153K +2,720 New
EIP
1186
Ellis Investment Partners
Pennsylvania
$150K +$76.1K +1,347 +103%
AIM
1187
Aigen Investment Management
New York
$147K +$147K +2,607 New
OSAM
1188
O'Shaughnessy Asset Management
Connecticut
$145K +$145K +2,567 New
KPW
1189
Kore Private Wealth
New York
$144K +$144K +2,557 New
SIC
1190
Samalin Investment Counsel
New York
$144K +$144K +2,566 New
FPB
1191
First PREMIER Bank
South Dakota
$143K
PP
1192
Peconic Partners
New York
$140K +$140K +2,483 New
LPIC
1193
LeJeune Puetz Investment Counsel
Michigan
$134K +$134K +2,374 New
NEAM
1194
New England Asset Management
Connecticut
$132K
AIC
1195
Ameritas Investment Company
Nebraska
$129K +$49.3K +877 +62%
EWM
1196
EPG Wealth Management
Georgia
$128K +$128K +2,276 New
PCA
1197
Peddock Capital Advisors
Massachusetts
$126K +$126K +2,234 New
LFA
1198
Lighthouse Financial Advisors
Maryland
$124K +$124K +2,202 New
KTC
1199
Kistler-Tiffany Companies
Pennsylvania
$122K
VCM
1200
Versant Capital Management
Arizona
$121K +$45.3K +808 +60%