TFC icon

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 %
FWM
1376
Focused Wealth Management
New York
$1.56K +$34 +1 +2%
TFM
1377
TFC Financial Management
Massachusetts
$1.51K +$755 +22 +100%
DI
1378
Disciplined Investments
Oklahoma
$1.5K -$614 -18 -29%
JFA
1379
JNBA Financial Advisors
Minnesota
$1.36K +$1.36K +40 New
RTL
1380
Red Tortoise LLC
Georgia
$1.33K +$1.33K +39 New
SIC
1381
SJS Investment Consulting
Ohio
$1.3K -$512 -15 -28%
UFF
1382
USA Financial Formulas
Michigan
$1.09K +$1.09K +32 New
LWA
1383
Lowe Wealth Advisors
Maryland
$1.02K
MFA
1384
McClarren Financial Advisors
Pennsylvania
$1K
APW
1385
Atlantic Private Wealth
North Carolina
$512 +$512 +15 New
DWA
1386
Delos Wealth Advisors
Texas
$341
Kayne Anderson Rudnick Investment Management
1387
Kayne Anderson Rudnick Investment Management
California
$34 +$34 +1 New
CWA
1388
Core Wealth Advisors
Florida
$23 +$23 +1 New
CCM
1389
Chilton Capital Management
Texas
$16
Capital World Investors
1390
Capital World Investors
California
-$99.7M -2,316,849 Closed
EAM
1391
Eagle Asset Management
Florida
-$82.1M -1,880,647 Closed
Hudson Bay Capital Management
1392
Hudson Bay Capital Management
Connecticut
-$53.8M -1,250,000 Closed
Two Sigma Investments
1393
Two Sigma Investments
New York
-$25.3M -588,427 Closed
BA
1394
Bridgewater Associates
Connecticut
-$24.1M -560,962 Closed
E
1395
Ergoteles
New York
-$22.7M -527,308 Closed
MAA
1396
Matrix Asset Advisors
New York
-$20.7M -480,243 Closed
SCA
1397
Stieven Capital Advisors
Missouri
-$10.9M -253,000 Closed
IG
1398
ING Group
Netherlands
-$9.7M -225,392 Closed
MMA
1399
Mizuho Markets Americas
New York
-$8.68M -201,615 Closed
AWA
1400
Amplius Wealth Advisors
Pennsylvania
-$204K -200,303 Closed