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Truist Financial

1,440 hedge funds and large institutions have $46.3B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 636 increasing their positions, 495 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
-60
Holders Change %
-4%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
90
Increased
636
Reduced
495
Closed
125
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Shares
Change %
CAMV
1201
Concord Asset Management (Virginia)
Virginia
$217K +$20.1K +423 +10%
IWA
1202
Intercontinental Wealth Advisors
Texas
$217K
SW
1203
SVB Wealth
Massachusetts
$217K +$15.9K +335 +8%
FBB
1204
Fulton Breakefield Broenniman
Maryland
$216K
HI
1205
Harbour Investments
Wisconsin
$216K +$216K +4,558 New
JIC
1206
Johnson Investment Counsel
Ohio
$215K +$16.5K +348 +8%
GFP
1207
Gryphon Financial Partners
Ohio
$214K +$214K +4,530 New
PIM
1208
Penobscot Investment Management
Massachusetts
$213K -$30.8K -650 -13%
RP
1209
Riverwater Partners
Wisconsin
$213K +$213K +4,489 New
CIBC World Market
1210
CIBC World Market
Ontario, Canada
$212K -$164K -3,456 -44%
MWP
1211
Meridian Wealth Partners
Pennsylvania
$212K +$33.4K +705 +19%
SCP
1212
Sender Company & Partners
New York
$212K +$212K +4,463 New
WSC
1213
Wellington Shields & Co
New York
$211K
PWA
1214
Primoris Wealth Advisors
Florida
$210K
GIM
1215
Guild Investment Management
California
$209K
LIA
1216
LS Investment Advisors
Michigan
$209K
CM
1217
Capital Management
Virginia
$209K +$9.5K +200 +5%
KA
1218
Klingman & Associates
New York
$207K -$3.51K -74 -2%
PCMC
1219
Paragon Capital Management (Colorado)
Colorado
$207K +$36.3K +763 +21%
RPA
1220
Rock Point Advisors
Vermont
$206K
LWM
1221
Lyell Wealth Management
California
$206K +$8.08K +170 +4%
EWA
1222
ERTS Wealth Advisors
Michigan
$205K +$3.65K +77 +2%
KIG
1223
Kowal Investment Group
Wisconsin
$205K +$205K +4,313 New
FCB
1224
First Command Bank
Texas
$204K -$14.5K -305 -7%
FCFS
1225
First Command Financial Services
Texas
$204K -$14.5K -305 -7%