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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 %
TFGT
1326
TS Financial Group (TSFG)
Illinois
$10K +$34 +1 +0.3%
TJHA
1327
Thomas J. Herzfeld Advisors
Florida
$9.92K
TH
1328
TCTC Holdings
Texas
$9.86K +$1.16K +34 +13%
CIA
1329
Cascade Investment Advisors
Oregon
$9.45K +$9.45K +277 New
SC
1330
Schubert & Co
Texas
$9.38K -$512 -15 -5%
MBFW
1331
Morton Brown Family Wealth
Pennsylvania
$9.08K +$102 +3 +1%
GTAM
1332
Global Trust Asset Management
Florida
$8.53K
BIA
1333
Bell Investment Advisors
California
$8.46K -$2.56K -75 -23%
PO
1334
Private Ocean
California
$8.44K
FCMT
1335
Founders Capital Management (Texas)
Texas
$8K
CCMI
1336
Creative Capital Management Investments
California
$7.88K +$7.88K +231 New
TWD
1337
True Wealth Design
Ohio
$7.67K +$7.67K +225 New
BWM
1338
BerganKDV Wealth Management
Minnesota
$7.65K +$546 +16 +8%
AWM
1339
Accel Wealth Management
Iowa
$7.54K
APW
1340
Acima Private Wealth
Virginia
$7.26K
BCPWM
1341
Bradley & Co Private Wealth Management
Florida
$7.23K
HS
1342
Horan Securities
United States
$7.09K
BEI
1343
Benjamin Edwards Inc
Missouri
$7K -$272K -7,809 -97%
BAAM
1344
Baker Avenue Asset Management
California
$6.82K -$5.32K -156 -44%
SWA
1345
SOA Wealth Advisors
New York
$6.82K
EBA
1346
Eagle Bay Advisors
New York
$6.21K +$4.67K +137 +304%
TFP
1347
Tilia Fiduciary Partners
North Carolina
$5.97K +$34 +1 +0.6%
POIA
1348
Pin Oak Investment Advisors
Texas
$5K
AIP
1349
Ahrens Investment Partners
Louisiana
$4.62K +$4.62K +136 New
JWA
1350
JFS Wealth Advisors
Pennsylvania
$4.6K -$2.66K -78 -37%