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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 %
CCWM
1176
Cassaday & Co Wealth Management
Virginia
$254K +$254K +5,895 New
QC
1177
Quent Capital
New York
$252K +$134K +3,124 +114%
CS
1178
Capital Square
Tennessee
$251K +$1.72K +40 +0.7%
TW
1179
TrinityPoint Wealth
Connecticut
$249K +$7.1K +165 +3%
AF
1180
Advisornet Financial
Minnesota
$249K -$3.06K -71 -1%
EWM
1181
Evercore Wealth Management
New York
$248K -$732 -17 -0.3%
BBNA
1182
Bremer Bank National Association
Minnesota
$247K -$163K -3,786 -40%
SBL
1183
Sargent Bickham Lagudis
Colorado
$247K -$120K -2,792 -33%
AFM
1184
Andesa Financial Management
Pennsylvania
$245K -$42.3K -984 -15%
ACM
1185
AUA Capital Management
Pennsylvania
$244K
CBT
1186
Central Bank & Trust
Kentucky
$244K +$16K +373 +7%
CCB
1187
Country Club Bank
Missouri
$244K +$473 +11 +0.2%
HFM
1188
Hartford Financial Management
Connecticut
$239K
SWIG
1189
Strategic Wealth Investment Group
Kentucky
$238K -$4.25K -93 -2%
HWA
1190
HHM Wealth Advisors
Tennessee
$238K -$17.8K -413 -7%
EF
1191
Empowered Funds
Pennsylvania
$238K +$238K +5,523 New
CM
1192
Cornerstone Management
Georgia
$238K
WTB
1193
Washington Trust Bank
Washington
$237K +$237K +5,511 New
SCA
1194
Southern Capital Advisors
Tennessee
$236K +$2.67K +62 +1%
AWM
1195
Accurate Wealth Management
Florida
$236K -$1.84K -40 -0.8%
OIA
1196
Optimum Investment Advisors
Illinois
$236K -$17.2K -400 -7%
MFS
1197
Mirabella Financial Services
United Kingdom
$234K +$27K +627 +13%
RP
1198
Riverwater Partners
Wisconsin
$234K +$234K +5,449 New
ACP
1199
Aviance Capital Partners
Florida
$234K +$5.29K +123 +2%
CPWA
1200
Cerro Pacific Wealth Advisors
California
$233K +$233K +5,417 New