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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 %
IW
401
Imprint Wealth
South Carolina
$3.17M +$14K +380 +0.4%
MSAM
402
Moloney Securities Asset Management
Missouri
$3.16M -$8.86K -240 -0.3%
FA
403
Fiduciary Alliance
South Carolina
$3.12M -$26K -705 -0.8%
AIA
404
Arbor Investment Advisors
North Carolina
$3.12M -$41.9K -1,134 -1%
HW
405
Hedeker Wealth
Illinois
$3.12M -$726K -19,651 -19%
SAM
406
Securian Asset Management
Minnesota
$3.12M -$414K -11,204 -12%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$3.08M +$344K +9,308 +13%
PP
408
Prudential plc
United Kingdom
$3.07M -$2.83M -76,636 -48%
LA
409
Legacy Advisors
Pennsylvania
$3.07M +$2.49M +67,558 +434%
AIM
410
Anchor Investment Management
South Carolina
$3.07M +$107K +2,890 +4%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$3.05M +$800K +21,663 +36%
MIA
412
MainStreet Investment Advisors
Illinois
$3.04M -$502K -13,584 -14%
MIM
413
Morningstar Investment Management
Illinois
$3.04M +$3.04M +82,370 New
SWMG
414
Signature Wealth Management Group
Georgia
$3.03M +$3.03M +82,069 New
ZCM
415
Ziegler Capital Management
Illinois
$3M -$4.23M -114,050 -58%
PAG
416
Private Advisor Group
New Jersey
$3M +$23.6K +640 +0.8%
LSERS
417
Louisiana State Employees Retirement System
Louisiana
$2.98M -$70.1K -1,900 -2%
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
$2.97M +$324K +8,780 +12%
WSCM
419
Wellington Shields Capital Management
New York
$2.95M +$920K +24,931 +45%
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$2.91M -$41.6K -1,128 -1%
GCM
421
Graham Capital Management
Connecticut
$2.88M +$2.88M +78,071 New
WSTAM
422
Wilbanks Smith & Thomas Asset Management
Virginia
$2.88M -$1.42M -38,352 -33%
TPCW
423
TD Private Client Wealth
New York
$2.87M -$690K -18,652 -19%
Wolverine Trading
424
Wolverine Trading
Illinois
$2.86M +$1.75M +47,488 +159%
VPIM
425
Vanguard Personalized Indexing Management
California
$2.86M +$843K +22,838 +42%