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Truist Financial

1,389 hedge funds and large institutions have $36B invested in Truist Financial in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 436 increasing their positions, 597 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+125
Holders Change %
+9.89%
% of All Funds
20.36%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.25%
New
231
Increased
436
Reduced
597
Closed
86
Calls
$799M
Puts
$319M
Net Calls
+$480M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Shares
Change %
UCMOK
376
United Capital Management of KS
Kansas
$3.84M +$34.7K +940 +0.9%
LG
377
LaFleur & Godfrey
Michigan
$3.82M +$81.3K +2,202 +2%
ISL
378
Ingalls & Snyder LLC
New York
$3.81M -$523K -14,170 -12%
MSRPS
379
Maryland State Retirement & Pension System
Maryland
$3.81M +$71.3K +1,932 +2%
AC
380
Asio Capital
Kentucky
$3.76M +$138K +3,749 +4%
UCFA
381
United Capital Financial Advisors
Texas
$3.74M -$3.5M -94,902 -48%
CIP
382
Chartwell Investment Partners
Pennsylvania
$3.69M -$5.54K -150 -0.1%
BCI
383
Brinker Capital Investments
Pennsylvania
$3.69M -$225K -5,914 -6%
OPS
384
Orion Portfolio Solutions
Nebraska
$3.69M -$225K -5,914 -6%
CA
385
Continental Advisors
Utah
$3.6M -$73.8K -2,000 -2%
VanEck Associates
386
VanEck Associates
New York
$3.58M -$5.86M -158,822 -62%
FNT
387
First National Trust
Pennsylvania
$3.56M -$226K -6,118 -6%
CGPCS
388
Capital Group Private Client Services
California
$3.55M -$1.24M -33,635 -26%
HWM
389
HB Wealth Management
Georgia
$3.54M +$563K +15,240 +19%
CB
390
Community Bank
New York
$3.5M +$139K +3,758 +4%
CB
391
Cadence Bank
Mississippi
$3.47M +$228K +6,167 +7%
BRWA
392
B. Riley Wealth Advisors
Florida
$3.36M -$24.2K -656 -0.7%
BFIM
393
Beese Fulmer Investment Management
Ohio
$3.34M +$396K +10,730 +13%
AIS
394
AM Investment Strategies
Tennessee
$3.33M -$147K -3,979 -4%
HIMCH
395
Hartford Investment Management Co (HIMCO)
Connecticut
$3.32M -$141K -3,819 -4%
Pacer Advisors
396
Pacer Advisors
Pennsylvania
$3.29M -$8.65M -234,278 -72%
VCA
397
Verdence Capital Advisors
Maryland
$3.28M +$578K +15,646 +21%
QC
398
Quadrature Capital
United Kingdom
$3.28M -$10.6M -287,673 -76%
LFA
399
Legacy Financial Advisors
Kentucky
$3.25M +$2.59M +70,039 +392%
PWW
400
Pettyjohn Wood & White
Virginia
$3.2M -$129K -3,504 -4%