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Truist Financial

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
1326
Liberty Wealth Management
California
$14K
TJHA
1327
Thomas J. Herzfeld Advisors
Florida
$13K
FCMT
1328
Founders Capital Management (Texas)
Texas
$13K
AA
1329
Ancora Advisors
Ohio
$13K +$1.26K +22 +11%
VBCG
1330
Valley Brook Capital Group
Pennsylvania
$13K +$4.88K +90 +60%
AWM
1331
Accel Wealth Management
Iowa
$13K +$13K +221 New
HWM
1332
HighMark Wealth Management
Minnesota
$12K -$1.57K -26 -12%
APW
1333
Acima Private Wealth
Virginia
$12K
EWM
1334
Endurance Wealth Management
Rhode Island
$12K
TF
1335
Tompkins Financial
New York
$11K -$4.26K -72 -28%
SWA
1336
SOA Wealth Advisors
New York
$11K
HS
1337
Horan Securities
United States
$11K +$6.78K +119 +161%
CIA
1338
CSat Investment Advisory
Michigan
$10K -$1.4K -24 -12%
NIC
1339
Northwest Investment Counselors
Oregon
$10K +$10K +180 New
BFC
1340
Bedel Financial Consulting
Indiana
$9K
SFSIG
1341
San Francisco Sentry Investment Group
California
$9K
WCM
1342
Wealthcare Capital Management
Virginia
$9K +$9K +160 New
HCP
1343
Hexagon Capital Partners
Arkansas
$9K +$9K +165 New
BWP
1344
Baldwin Wealth Partners
Massachusetts
$8K
MCM
1345
Manchester Capital Management
Vermont
$7K -$7.99K -137 -53%
IF
1346
Ironwood Financial
Arizona
$7K
BWM
1347
Baystate Wealth Management
Massachusetts
$7K +$60 +1 +0.9%
SWG
1348
Summit Wealth Group
Vermont
$7K +$7K +115 New
KFI
1349
Key Financial Inc
Pennsylvania
$6K
CTB
1350
Country Trust Bank
Illinois
$6K +$6K +98 New