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Truist Financial

1,465 hedge funds and large institutions have $40.6B invested in Truist Financial in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 546 increasing their positions, 561 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+55
Holders Change %
+3.9%
% of All Funds
21.19%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
150
Increased
546
Reduced
561
Closed
81
Calls
$485M
Puts
$347M
Net Calls
+$138M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
301
AMG National Trust Bank
Colorado
$6.61M -$114K -2,665 -2%
BCAM
302
Boston Common Asset Management
Massachusetts
$6.61M +$2.64M +61,683 +66%
KWM
303
Kingsview Wealth Management
Oregon
$6.6M +$149K +3,491 +2%
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$6.59M +$337K +8,735 +5%
VIM
305
Vinva Investment Management
Australia
$6.57M +$4.22M +99,162 +179%
APG Asset Management
306
APG Asset Management
Netherlands
$6.56M -$116M -3,026,550 -95%
EI
307
Ethic Inc
New York
$6.56M +$2.26K +58 +0%
CA
308
Cullinan Associates
Kentucky
$6.49M +$106K +2,500 +2%
DWM
309
Dakota Wealth Management
Florida
$6.42M +$2.91M +67,967 +83%
LW
310
Linscomb Wealth
Texas
$6.38M -$1.97K -46 -0%
Focus Partners Wealth
311
Focus Partners Wealth
Massachusetts
$6.26M +$4.42M +103,350 +240%
QT
312
Quantbot Technologies
New York
$6.1M +$6.1M +142,587 New
AAS
313
Avantax Advisory Services
Texas
$6.1M +$163K +3,822 +3%
RJT
314
Raymond James Trust
Florida
$6.1M -$115K -2,694 -2%
ZB
315
Zions Bancorporation
Utah
$6.08M -$140K -3,276 -2%
PPW
316
Parcion Private Wealth
Washington
$6.06M +$269K +6,278 +5%
ABC
317
Associated Banc-Corp
Wisconsin
$6.03M -$144K -3,375 -2%
WCM
318
Whitener Capital Management
North Carolina
$5.99M -$245K -5,729 -4%
EMPI
319
Elo Mutual Pension Insurance
Finland
$5.98M +$1.1M +25,678 +23%
SCM
320
SKBA Capital Management
California
$5.9M +$5.9M +137,900 New
DSA
321
Davis Selected Advisers
Arizona
$5.87M +$99.5K +2,326 +2%
WG
322
Winton Group
United Kingdom
$5.8M +$5.8M +135,585 New
HPG
323
Harvest Portfolios Group
Ontario, Canada
$5.8M -$636K -14,872 -10%
JPWM
324
Jamison Private Wealth Management
Georgia
$5.75M +$274K +6,412 +5%
CIA
325
Concurrent Investment Advisors
Florida
$5.7M +$141K +3,297 +3%