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Truist Financial

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
1326
Delos Wealth Advisors
Texas
$15K +$15K +248 New
LS
1327
Leelyn Smith
Illinois
$15K +$15K +250 New
ODG
1328
O'Dell Group
Ohio
$14K +$14K +243 New
TJHA
1329
Thomas J. Herzfeld Advisors
Florida
$13K
FCMT
1330
Founders Capital Management (Texas)
Texas
$13K
AWM
1331
Accel Wealth Management
Iowa
$13K
SGAM
1332
Smith Group Asset Management
Texas
$13K +$820 +14 +7%
TC
1333
Truvestments Capital
Florida
$12K
IF
1334
Ironwood Financial
Arizona
$12K
APW
1335
Acima Private Wealth
Virginia
$12K
TCWA
1336
Ten Capital Wealth Advisors
Washington
$12K +$12K +200 New
JG
1337
Jefferies Group
New York
$11.7K +$2.17K +37 +23%
MG
1338
MilWealth Group
Wisconsin
$11.1K +$11.1K +189 New
SWA
1339
SOA Wealth Advisors
New York
$11K
Capstone Investment Advisors
1340
Capstone Investment Advisors
New York
$11K +$11K +194 New
BFC
1341
Bedel Financial Consulting
Indiana
$10K
HCP
1342
Hexagon Capital Partners
Arkansas
$10K
CMA
1343
Cedar Mountain Advisors
Oregon
$10K +$10K +163 New
CI Investments Inc
1344
CI Investments Inc
Ontario, Canada
$10K +$10K +166 New
AWMS
1345
Advocacy Wealth Management Services
Georgia
$10K +$10K +177 New
GKWIM
1346
Gerber Kawasaki Wealth & Investment Management
California
$10K +$10K +180 New
MCM
1347
Manchester Capital Management
Vermont
$9K +$1.7K +28 +23%
KFI
1348
Key Financial Inc
Pennsylvania
$9K +$3.35K +58 +59%
LF
1349
Lee Financial
Texas
$9K +$7.13K +122 +381%
TCWM
1350
Total Clarity Wealth Management
Illinois
$9K +$9K +146 New