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Truist Financial

1,479 hedge funds and large institutions have $56.7B invested in Truist Financial in 2021 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 575 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
+100
Holders Change %
+7.25%
% of All Funds
22.84%
Holding in Top 10
17
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-41.38%
% of All Funds
0.26%
New
198
Increased
575
Reduced
517
Closed
72
Calls
$258M
Puts
$131M
Net Calls
+$128M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
1401
Bell Investment Advisors
California
$23K +$1.61K +27 +8%
CAL
1402
Capital Advisors Ltd
Ohio
$23K +$23K +394 New
TFO
1403
Tarbox Family Office
California
$22K -$59 -1 -0.3%
MCA
1404
Maryland Capital Advisors
Maryland
$22K +$22K +372 New
PSB
1405
Piscataqua Savings Bank
New Hampshire
$21K -$2.33K -40 -10%
LPP
1406
Life Planning Partners
Florida
$21K +$21K +357 New
BLC
1407
Brown, Lisle/Cummings
Rhode Island
$20.2K +$20.2K +345 New
WB
1408
Webster Bank
Connecticut
$20K -$1.53K -26 -7%
PK
1409
Pflug Koory
Nebraska
$20K
GWSG
1410
GPS Wealth Strategies Group
Colorado
$20K +$20K +339 New
BAM
1411
Baldrige Asset Management
Pennsylvania
$19K
BWM
1412
Baystate Wealth Management
Massachusetts
$19K +$173 +3 +0.9%
CWM
1413
Cranbrook Wealth Management
Michigan
$17K -$7.55K -131 -31%
BA
1414
Bellwether Advisors
Nebraska
$17K
PWMG
1415
Prestige Wealth Management Group
New Jersey
$17K
JFA
1416
JNBA Financial Advisors
Minnesota
$17K +$13.3K +225 +357%
CIA
1417
Cascade Investment Advisors
Oregon
$16.2K
TSWM
1418
Tyler-Stone Wealth Management
Ohio
$16K +$16K +279 New
MWM
1419
Mascoma Wealth Management
New Hampshire
$15K -$15K -259 -50%
GTAM
1420
Global Trust Asset Management
Florida
$15K
MBFW
1421
Morton Brown Family Wealth
Pennsylvania
$15K +$15K +253 New
ODG
1422
O'Dell Group
Ohio
$14K
SGAM
1423
Smith Group Asset Management
Texas
$14K +$1.16K +20 +9%
TFP
1424
Tilia Fiduciary Partners
North Carolina
$14K +$14K +238 New
PO
1425
Private Ocean
California
$14K +$14K +247 New