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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 %
RIM
601
Rakuten Investment Management
Japan
$1.4M +$1.27M +32,568 +988%
BMA
602
Brooks Moore & Associates
Tennessee
$1.4M -$110K -2,815 -7%
ACP
603
Arcus Capital Partners
Georgia
$1.38M -$270K -6,920 -16%
FSA
604
Financial Security Advisor
Virginia
$1.38M +$3.86K +99 +0.3%
William Blair & Company
605
William Blair & Company
Illinois
$1.37M -$201K -5,149 -13%
PAS
606
Park Avenue Securities
New York
$1.36M +$19.2K +492 +1%
SAM
607
Silvercrest Asset Management
New York
$1.36M -$194K -4,965 -12%
SFA
608
Sequoia Financial Advisors
Ohio
$1.35M -$358K -9,173 -21%
BOSSRA
609
B.O.S.S. Retirement Advisors
Utah
$1.35M -$158K -4,293 -11%
BCP
610
Berkeley Capital Partners
Georgia
$1.35M -$30.2K -774 -2%
QWM
611
Quadcap Wealth Management
Texas
$1.33M -$204K -5,246 -13%
AMBIA
612
Allen Mooney & Barnes Investment Advisors
Georgia
$1.33M -$40K -1,072 -3%
NERM
613
New England Research & Management
Illinois
$1.33M -$10.2K -262 -0.8%
Teacher Retirement System of Texas
614
Teacher Retirement System of Texas
Texas
$1.32M -$8.43M -216,357 -86%
BFG
615
Bleakley Financial Group
New Jersey
$1.32M +$156K +4,012 +13%
IBOK
616
Independence Bank of Kentucky
Kentucky
$1.32M -$66.7K -1,711 -5%
MA
617
MCF Advisors
Kentucky
$1.31M
SW
618
Simplicity Wealth
New Jersey
$1.31M +$1.31M +33,698 New
MOS
619
MGO One Seven
Ohio
$1.31M -$207K -5,323 -14%
NIM
620
NEOS Investment Management
Connecticut
$1.31M +$574K +14,716 +78%
GCM
621
Graham Capital Management
Connecticut
$1.31M -$1.73M -44,470 -57%
IC
622
IEQ Capital
California
$1.3M +$103K +2,638 +9%
MA
623
Mutual Advisors
Nebraska
$1.25M +$75K +1,924 +6%
CG
624
Caprock Group
Idaho
$1.24M -$191K -4,912 -13%
JCM
625
Jacobi Capital Management
Pennsylvania
$1.24M +$137K +3,505 +12%