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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 %
TAM
1501
Tocqueville Asset Management
New York
-$215K -4,994 Closed
HC
1502
Hamilton Capital
Ohio
-$214K -4,963 Closed
I
1503
InceptionR
California
-$213K -4,957 Closed
FNBT
1504
FineMark National Bank & Trust
Florida
-$211K -4,914 Closed
FFA
1505
First Foundation Advisors
California
-$210K -4,885 Closed
DWT
1506
Dorsey & Whitney Trust
South Dakota
-$210K -4,880 Closed
NLP
1507
Next Level Private
New York
-$223K -4,868 Closed
DWM
1508
Drive Wealth Management
Utah
-$207K -4,812 Closed
ECML
1509
Eagle Capital Management (Louisiana)
Louisiana
-$206K -4,798 Closed
IA
1510
Insight Advisors
Pennsylvania
-$208K -4,776 Closed
Bank Julius Baer & Co
1511
Bank Julius Baer & Co
Switzerland
-$204K -4,736 Closed
JF
1512
Joule Financial
Kentucky
-$203K -4,729 Closed
SIMM
1513
Stillwater Investment Management (Minnesota)
Minnesota
-$203K -4,728 Closed
PWP
1514
Principle Wealth Partners
Connecticut
-$203K -4,721 Closed
NFG
1515
Nations Financial Group
Iowa
-$203K -4,717 Closed
AW
1516
Alaethes Wealth
Nevada
-$202K -4,700 Closed
LA
1517
LexAurum Advisors
Kansas
-$202K -4,696 Closed
DAS
1518
Dynamic Advisor Solutions
Arizona
-$202K -4,689 Closed
HFBOT
1519
Home Federal Bank of Tennessee
Tennessee
-$201K -4,661 Closed
SHFP
1520
Second Half Financial Partners
Florida
-$226K -4,583 Closed
AWP
1521
Atlas Wealth Partners
Pennsylvania
-$228K -4,550 Closed
T
1522
TRUADVICE
Florida
-$201K -4,254 Closed
PAI
1523
Pittenger & Anderson Inc
Nebraska
-$164K -3,804 Closed
PR
1524
Payden & Rygel
California
-$155K -3,600 Closed
GMA
1525
Glassy Mountain Advisors
Maryland
-$154K -3,586 Closed