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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 %
BWM
1201
BerganKDV Wealth Management
Minnesota
$121K +$90.7K +1,609 +300%
BAM
1202
Belpointe Asset Management
Nevada
$119K +$119K +2,131 New
SCM
1203
Silvant Capital Management
Georgia
$115K +$42.7K +757 +59%
WQ
1204
Wealth Quarterback
New Jersey
$114K +$114K +2,025 New
CYG
1205
Clean Yield Group
Vermont
$113K +$113K +2,011 New
IAS
1206
IMA Advisory Services
Colorado
$110K
WEC
1207
Winslow Evans & Crocker
Massachusetts
$108K +$108K +1,902 New
VLKIM
1208
Van Lanschot Kempen Investment Management
Netherlands
$106K -$825K -14,701 -89%
AF
1209
Allworth Financial
California
$106K
SFSIG
1210
San Francisco Sentry Investment Group
California
$106K +$37.7K +669 +55%
PA
1211
Procyon Advisors
Connecticut
$102K +$102K +1,815 New
CWP
1212
CFM Wealth Partners
Texas
$98K +$98K +1,746 New
SQA
1213
Simon Quick Advisors
New Jersey
$98K +$98K +1,746 New
HWM
1214
Holloway Wealth Management
Florida
$96K
NFG
1215
Next Financial Group
Texas
$95K +$29.3K +522 +45%
CFD
1216
Creative Financial Designs
Indiana
$91K
PCIA
1217
Prime Capital Investment Advisors
Kansas
$90K +$47.9K +852 +114%
SL
1218
Salomon & Ludwin
Virginia
$90K +$68.9K +1,223 +326%
FRA
1219
Front Row Advisors
California
$88K +$4.43K +79 +5%
EDRH
1220
Edmond de Rothschild Holding
Switzerland
$88K +$50.4K +900 +134%
KIG
1221
Kessler Investment Group
Indiana
$88K +$88K +1,567 New
AWM
1222
Avior Wealth Management
Nebraska
$87K +$57.3K +1,021 +193%
AWA
1223
Arkadios Wealth Advisors
Georgia
$85.1K +$85.1K +1,551 New
TFO
1224
Tarbox Family Office
California
$82K +$68.6K +1,223 +512%
CFG
1225
CKW Financial Group
Hawaii
$79K