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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 %
LFA
401
Legacy Financial Advisors
Kentucky
$3.47M +$46.2K +1,186 +1%
WG
402
Wealth Group
North Carolina
$3.47M +$3.47M +88,945 New
AIS
403
AM Investment Strategies
Tennessee
$3.42M -$96K -2,463 -3%
BBVA
404
Banco Bilbao Vizcaya Argentaria
Spain
$3.36M +$601K +15,420 +22%
HIMCH
405
Hartford Investment Management Co (HIMCO)
Connecticut
$3.35M -$148K -3,799 -4%
IW
406
Imprint Wealth
South Carolina
$3.33M +$32.3K +842 +1%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$3.32M +$66.8K +1,713 +2%
Jones Financial Companies
408
Jones Financial Companies
Missouri
$3.32M +$830K +21,296 +33%
AIA
409
Arbor Investment Advisors
North Carolina
$3.29M
PWW
410
Pettyjohn Wood & White
Virginia
$3.27M -$114K -2,919 -3%
PFO
411
PMC FIG Opportunities
Israel
$3.26M +$536K +13,759 +20%
LA
412
Legacy Advisors
Pennsylvania
$3.25M +$6.51K +167 +0.2%
VPIM
413
Vanguard Personalized Indexing Management
California
$3.25M +$228K +5,851 +8%
AWM
414
Axxcess Wealth Management
California
$3.22M +$345K +8,851 +12%
FA
415
Fiduciary Alliance
South Carolina
$3.21M -$30.8K -803 -1%
SWMG
416
Signature Wealth Management Group
Georgia
$3.2M +$180K +4,879 +6%
AIM
417
Anchor Investment Management
South Carolina
$3.17M -$68.3K -1,753 -2%
MIA
418
MainStreet Investment Advisors
Illinois
$3.17M -$46.6K -1,196 -1%
MIM
419
Morningstar Investment Management
Illinois
$3.16M -$50.8K -1,302 -2%
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$3.14M +$93.6K +2,400 +3%
BWA
421
BlueChip Wealth Advisors
Georgia
$3.12M -$979K -25,106 -24%
SAM
422
Securian Asset Management
Minnesota
$3.06M -$227K -5,825 -7%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$3.02M -$117K -3,000 -4%
WSCM
424
Wellington Shields Capital Management
New York
$3M -$120K -3,078 -4%
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$2.99M -$75.7K -1,941 -2%