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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 %
CAMV
1201
Concord Asset Management (Virginia)
Virginia
$233K +$233K +5,408 New
BAM
1202
Blueshift Asset Management
New Jersey
$231K +$17.7K +412 +8%
SIC
1203
Samalin Investment Counsel
New York
$229K +$11.1K +259 +5%
OFG
1204
Oxford Financial Group
Indiana
$229K +$229K +5,315 New
NCM
1205
Northside Capital Management
Oregon
$229K +$229K +5,313 New
BWM
1206
Baron Wealth Management
Michigan
$229K +$229K +5,312 New
AA
1207
AlphaMark Advisors
Kentucky
$228K +$26.7K +622 +13%
AWP
1208
Atlas Wealth Partners
Pennsylvania
$228K +$228K +4,550 New
MKA
1209
M. Kulyk & Associates
Georgia
$228K -$516 -12 -0.2%
NJBEST
1210
New Jersey Better Educational Savings Trust
New Jersey
$228K
HI
1211
Harbour Investments
Wisconsin
$227K +$30.9K +718 +16%
CWG
1212
Cornerstone Wealth Group
North Carolina
$227K -$9.04K -210 -4%
SHFP
1213
Second Half Financial Partners
Florida
$226K +$226K +4,583 New
TCM
1214
Tandem Capital Management
New Jersey
$224K -$18.9K -440 -8%
MHC
1215
Meyer Handelman Company
New York
$224K
PCS
1216
Personal CFO Solutions
New Jersey
$224K +$224K +5,200 New
SHFA
1217
SC&H Financial Advisors
Maryland
$223K
NLP
1218
Next Level Private
New York
$223K +$223K +4,868 New
HA
1219
HC Advisors
Georgia
$223K +$172 +4 +0.1%
FPGT
1220
Financial Partners Group (Tennessee)
Tennessee
$222K +$222K +5,154 New
AFAS
1221
Acorn Financial Advisory Services
Virginia
$220K +$220K +5,117 New
SWA
1222
Sutton Wealth Advisors
Florida
$218K -$6.28K -146 -3%
HT
1223
HighTower Trust
Texas
$218K -$30.6K -718 -12%
TFA
1224
Toth Financial Advisory
Virginia
$218K
JLBC
1225
J.L. Bainbridge & Co
Florida
$218K -$3.7K -86 -2%