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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 %
NICM
1226
Neo Ivy Capital Management
New York
$217K +$59.7K +1,386 +38%
OC
1227
Oakworth Capital
Alabama
$217K
C
1228
CFO4Life
Texas
$216K +$216K +5,024 New
CG
1229
CFO4Life Group
Texas
$216K +$216K +5,024 New
TAM
1230
Tocqueville Asset Management
New York
$215K
HC
1231
Hamilton Capital
Ohio
$214K +$214K +4,963 New
I
1232
InceptionR
California
$213K +$213K +4,957 New
FNBT
1233
FineMark National Bank & Trust
Florida
$211K +$211K +4,914 New
SA
1234
Stewardship Advisors
Pennsylvania
$211K
RTC
1235
Riverview Trust Company
Washington
$211K -$95.7K -2,219 -31%
FFA
1236
First Foundation Advisors
California
$210K -$58.5K -1,360 -22%
DWT
1237
Dorsey & Whitney Trust
South Dakota
$210K +$210K +4,880 New
NRC
1238
New Republic Capital
North Carolina
$210K +$210K +4,870 New
HCP
1239
Hexagon Capital Partners
Arkansas
$209K +$54.6K +1,270 +35%
IA
1240
Insight Advisors
Pennsylvania
$208K
DWM
1241
Drive Wealth Management
Utah
$207K -$10.6K -247 -5%
ECML
1242
Eagle Capital Management (Louisiana)
Louisiana
$206K
MFC
1243
Morris Financial Concepts
South Carolina
$205K
Bank Julius Baer & Co
1244
Bank Julius Baer & Co
Switzerland
$204K +$3.23K +75 +2%
AWA
1245
Amplius Wealth Advisors
Pennsylvania
$204K -$297 -292 -0.1%
IRAG
1246
Investment Research & Advisory Group
Georgia
$204K -$249K -5,785 -55%
JF
1247
Joule Financial
Kentucky
$203K +$203K +4,729 New
SIMM
1248
Stillwater Investment Management (Minnesota)
Minnesota
$203K +$2.24K +52 +1%
PWP
1249
Principle Wealth Partners
Connecticut
$203K +$203K +4,721 New
SIM
1250
Sentry Investment Management
Wisconsin
$203K -$181K -4,197 -47%