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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KFC
1201
Klingenstein Fields & Co
New York
$201K +$201K +3,425 New
FMT
1202
First Mercantile Trust
Tennessee
$196K -$25.8K -440 -12%
CCM
1203
Carderock Capital Management
Maryland
$190K +$190K +3,237 New
GWS
1204
Glassman Wealth Services
Virginia
$186K -$55.3K -942 -23%
CPC
1205
Consolidated Planning Corp
Georgia
$183K +$183K +3,121 New
CI
1206
CX Institutional
Indiana
$180K +$53.1K +904 +42%
AF
1207
Allworth Financial
California
$179K +$73.7K +1,257 +70%
CIR
1208
Clear Investment Research
Georgia
$176K
PG
1209
Proffitt & Goodson
Tennessee
$173K -$2.75K -47 -2%
PWA
1210
Phoenix Wealth Advisors
North Carolina
$172K
OIA
1211
Optimum Investment Advisors
Illinois
$161K -$802K -13,682 -83%
WQ
1212
Wealth Quarterback
New Jersey
$158K +$940 +16 +0.6%
JWA
1213
JFS Wealth Advisors
Pennsylvania
$157K +$138K +2,342 +705%
EIP
1214
Ellis Investment Partners
Pennsylvania
$155K +$821 +14 +0.5%
GCM
1215
Gables Capital Management
Florida
$148K
HIA
1216
Harbor Investment Advisory
Maryland
$145K
JWM
1217
Janiczek Wealth Management
Colorado
$142K +$235 +4 +0.2%
SM
1218
SG3 Management
Puerto Rico
$141K +$141K +2,400 New
APC
1219
Aspire Private Capital
North Carolina
$139K -$5.15K -88 -4%
LAS
1220
Lloyd Advisory Services
Georgia
$139K +$55.7K +951 +67%
AF
1221
Arrow Financial
New York
$135K -$4.11K -70 -3%
SN
1222
Sittner & Nelson
Oregon
$128K
NICM
1223
Neo Ivy Capital Management
New York
$125K -$197K -5,244 -61%
EW
1224
Evoke Wealth
California
$125K
CT
1225
Clearstead Trust
Maine
$124K +$124K +2,113 New