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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
1251
Creative Capital Management Investments
California
$7.01K
FCMT
1252
Founders Capital Management (Texas)
Texas
$6.83K
TJHA
1253
Thomas J. Herzfeld Advisors
Florida
$6.68K -$2.16K -71 -24%
BCPWM
1254
Bradley & Co Private Wealth Management
Florida
$6.43K
SWA
1255
SOA Wealth Advisors
New York
$6.07K
BEI
1256
Benjamin Edwards Inc
Missouri
$6K -$554 -17 -8%
CPG
1257
Cornerstone Planning Group
New Jersey
$5.28K +$5.28K +174 New
PWMG
1258
Prestige Wealth Management Group
New Jersey
$5.19K -$119K -3,919 -96%
HCM
1259
Hollencrest Capital Management
California
$5.1K -$9.26K -305 -64%
POIA
1260
Pin Oak Investment Advisors
Texas
$5K
AIC
1261
Archer Investment Corporation
Indiana
$4.74K +$4.74K +156 New
SIS
1262
Strategic Investment Solutions
Illinois
$4.64K +$4.64K +150 New
APW
1263
Acima Private Wealth
Virginia
$4.55K -$1.91K -63 -30%
CP
1264
Castleview Partners
Texas
$4.01K
CA
1265
Centerpoint Advisors
Massachusetts
$4K -$12K -409 -75%
SIA
1266
Sit Investment Associates
Minnesota
$4K
BAM
1267
Byrne Asset Management
New Jersey
$4K +$533 +16 +15%
HS
1268
Horan Securities
United States
$3.92K -$2.4K -79 -38%
BWM
1269
BerganKDV Wealth Management
Minnesota
$3.55K -$3.25K -107 -48%
PP
1270
PrairieView Partners
Minnesota
$3K
CMP
1271
Coston McIsaac & Partners
Maine
$3K
RI
1272
Ridgewood Investments
New Jersey
$2.91K
DIP
1273
DT Investment Partners
Pennsylvania
$2.89K
WIM
1274
WealthPlan Investment Management
Nebraska
$2.79K
TFP
1275
Tilia Fiduciary Partners
North Carolina
$2.73K -$2.58K -85 -49%