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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FCB
1226
First Command Bank
Texas
$86.4K -$29.4K -863 -25%
FCFS
1227
First Command Financial Services
Texas
$86.4K -$29.4K -863 -25%
GCM
1228
Gables Capital Management
Florida
$86.3K
JWM
1229
Janiczek Wealth Management
Colorado
$83K -$865 -26 -1%
TWA
1230
TCI Wealth Advisors
Arizona
$77.9K +$33.1K +971 +74%
WAM
1231
Worth Asset Management
Texas
$77.7K -$82.6K -2,423 -52%
SN
1232
Sittner & Nelson
Oregon
$74.2K
DCM
1233
Dupont Capital Management
Delaware
$73.9K -$76.3K -2,238 -51%
SS
1234
Sunbelt Securities
Texas
$73.3K +$73.3K +2,167 New
CFD
1235
Creative Financial Designs
Indiana
$70.6K -$4.23K -124 -6%
WSCM
1236
Wellington Shields Capital Management
New York
$68.1K +$38.3K +1,123 +128%
LFG
1237
Larson Financial Group
Missouri
$67.4K
IAS
1238
IMA Advisory Services
Colorado
$66.9K
PPWM
1239
PFG Private Wealth Management
Florida
$66.3K +$9.86K +289 +17%
SWA
1240
Sutton Wealth Advisors
Florida
$64.8K -$108K -3,167 -62%
DZ Bank
1241
DZ Bank
Germany
$63.9K
PCA
1242
Providence Capital Advisors
North Carolina
$63.3K
CT
1243
Clearstead Trust
Maine
$62.9K
MFG
1244
Monumental Financial Group
Maryland
$62K +$62K +1,816 New
LS
1245
Livforsakringsbolaget Skandia
Sweden
$61K
HIA
1246
Harbor Investment Advisory
Maryland
$61K -$15.8K -463 -21%
TCWA
1247
Ten Capital Wealth Advisors
Washington
$56.8K +$5.93K +174 +12%
AWM
1248
AllSquare Wealth Management
New York
$56.6K +$1.57K +46 +3%
PCTC
1249
Perkins Coie Trust Company
Washington
$56.6K +$43.1K +1,264 +320%
MMG
1250
Monetary Management Group
Missouri
$56.2K -$6.17K -181 -10%