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Truist Financial

1,302 hedge funds and large institutions have $29.2B invested in Truist Financial in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 517 increasing their positions, 540 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
-86
Holders Change %
-6.2%
% of All Funds
20.53%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
94
Increased
517
Reduced
540
Closed
169
Calls
$253M
Puts
$185M
Net Calls
+$68.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPAM
1451
Cary Street Partners Asset Management
Virginia
-$23.5K -688 Closed
2L
1452
25 LLC
Missouri
-$14.9K -519 Closed
CCP
1453
Carmel Capital Partners
California
-$11.9K -348 Closed
PK
1454
Pflug Koory
Nebraska
-$11.5K -338 Closed
Credit Agricole
1455
Credit Agricole
France
-$11.2K -329 Closed
UAML
1456
US Asset Management LLC
Pennsylvania
-$11K -320 Closed
CIA
1457
Cascade Investment Advisors
Oregon
-$9.45K -277 Closed
SC
1458
Schubert & Co
Texas
-$9.38K -275 Closed
PO
1459
Private Ocean
California
-$8.44K -248 Closed
TWD
1460
True Wealth Design
Ohio
-$7.67K -225 Closed
AWM
1461
Accel Wealth Management
Iowa
-$7.54K -221 Closed
EBA
1462
Eagle Bay Advisors
New York
-$6.21K -182 Closed
FSWA
1463
Financial Synergies Wealth Advisors
Texas
-$4.06K -119 Closed
FRA
1464
Front Row Advisors
California
-$4K -111 Closed
CYG
1465
Clean Yield Group
Vermont
-$3.58K -105 Closed
IFAM
1466
Institutional & Family Asset Management
Colorado
-$3K -88 Closed
NL
1467
NVWM LLC
Pennsylvania
-$2.73K -80 Closed
BHWM
1468
Bay Harbor Wealth Management
Maryland
-$1.74K -51 Closed
CQS
1469
Credential Qtrade Securities
-$1.6K -47 Closed
JFA
1470
JNBA Financial Advisors
Minnesota
-$1.36K -40 Closed
RTL
1471
Red Tortoise LLC
Georgia
-$1.33K -39 Closed
CWA
1472
Core Wealth Advisors
Florida
-$23 -1 Closed