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Truist Financial

1,412 hedge funds and large institutions have $36.9B invested in Truist Financial in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 540 increasing their positions, 561 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,412
Holders Change
+23
Holders Change %
+1.66%
% of All Funds
20.47%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
131
Increased
540
Reduced
561
Closed
92
Calls
$499M
Puts
$353M
Net Calls
+$146M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
326
WesBanco Bank
West Virginia
$5.06M -$172K -4,410 -3%
JPWM
327
Jamison Private Wealth Management
Georgia
$4.99M +$206K +5,283 +4%
FDP
328
Financiere des Professionnels
Quebec, Canada
$4.97M
AI
329
Atria Investments
North Carolina
$4.96M +$777K +19,924 +19%
LIM
330
Loudon Investment Management
New Hampshire
$4.91M -$397K -10,175 -7%
KCM
331
Kempner Capital Management
Texas
$4.89M -$351 -9 -0%
CTA
332
Chesley Taft & Associates
Illinois
$4.84M +$75.8K +1,945 +2%
BA
333
Baugh & Associates
Georgia
$4.73M +$26.3K +675 +0.6%
BCCM
334
Bridge Creek Capital Management
Massachusetts
$4.71M +$76.2K +1,955 +2%
AAS
335
Avantax Advisory Services
Texas
$4.65M +$72.5K +1,860 +2%
SIAP
336
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.62M -$17.9K -460 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
337
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.61M +$4.61M +118,169 New
FCBT
338
First Citizens Bank & Trust
North Carolina
$4.6M -$112K -2,878 -2%
CWG
339
Cornerstone Wealth Group
North Carolina
$4.58M +$87.6K +2,248 +2%
CGPCS
340
Capital Group Private Client Services
California
$4.57M +$821K +21,074 +22%
BWL
341
Bogart Wealth LLC
Virginia
$4.55M -$4.21M -107,914 -48%
DS
342
DRW Securities
Illinois
$4.54M +$2.89M +74,075 +175%
GAM
343
Griffin Asset Management
New York
$4.53M -$619K -15,875 -12%
ASN
344
Advisory Services Network
Georgia
$4.49M -$2.11M -54,117 -32%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$4.44M -$2.78M -71,306 -38%
Allianz Asset Management
346
Allianz Asset Management
Germany
$4.42M -$4.53M -116,291 -51%
Walleye Capital
347
Walleye Capital
New York
$4.39M -$12.6M -322,378 -74%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$4.36M +$1.39M +35,636 +47%
EC
349
EJF Capital
Virginia
$4.35M -$17.6K -452 -0.4%
First Eagle Investment Management
350
First Eagle Investment Management
New York
$4.35M -$2.82M -72,469 -39%