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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 %
CWM
1301
Curi Wealth Management
North Carolina
$57K +$7.18K +150 +14%
OSNBOA
1302
Old Second National Bank of Aurora
Illinois
$55K
EA
1303
Evolution Advisers
Virginia
$53K
LWCFA
1304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K +$716 +15 +1%
FFC
1305
First Financial Corp
Indiana
$52K
BWM
1306
BerganKDV Wealth Management
Minnesota
$52K +$47 +1 +0.1%
DWP
1307
Destiny Wealth Partners
Florida
$52K +$20.9K +441 +67%
PMFA
1308
Plante Moran Financial Advisors
Michigan
$50K +$5.71K +120 +13%
UWM
1309
Urban Wealth Management
California
$49K +$49K +1,036 New
CFG
1310
CKW Financial Group
Hawaii
$48K
ACK
1311
Andrew C. Karlinski
$47K
HCP
1312
Hexagon Capital Partners
Arkansas
$47K +$39.2K +832 +504%
SIS
1313
Sound Income Strategies
Florida
$46K +$9.41K +200 +26%
MHR
1314
Matthew Hamilton Rosenberg
$46K +$17K +352 +59%
HWM
1315
Horizons Wealth Management
North Carolina
$44K +$44K +853 New
PCA
1316
Providence Capital Advisors
North Carolina
$43K -$23.5K -500 -35%
PB
1317
Pinnacle Bancorp
Nebraska
$43K
CAC
1318
Core Alternative Capital
Georgia
$43K +$5.65K +120 +15%
BFPW
1319
BOK Financial Private Wealth
Colorado
$42K -$266K -5,542 -86%
VCM
1320
Versant Capital Management
Arizona
$42K -$6.77K -143 -14%
PCTC
1321
Perkins Coie Trust Company
Washington
$42K
FPFS
1322
First Personal Financial Services
North Carolina
$42K
WSCM
1323
Wellington Shields Capital Management
New York
$42K
HFM
1324
Harvest Fund Management
China
$41K
WWM
1325
Wolff Wiese Magana
California
$41K +$948 +20 +2%