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Truist Financial

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
626
PBMares Wealth Management
Virginia
$1.05M +$27.2K +700 +3%
PAMG
627
Patton Albertson Miller Group
Tennessee
$1.05M -$90.6K -2,333 -8%
CPSAC
628
Chas P. Smith & Associates (CPS)
Florida
$1.05M +$350 +9 +0%
GCIM
629
Gunn & Company Investment Management
Florida
$1.05M +$1.05M +26,915 New
LTAS
630
Linden Thomas Advisory Services
North Carolina
$1.04M +$1.52K +39 +0.1%
WP
631
WealthShield Partners
North Carolina
$1.04M -$152K -3,911 -13%
SW
632
SVB Wealth
Massachusetts
$1.03M -$31K -799 -3%
MAS
633
Meeder Advisory Services
Ohio
$1.03M +$302K +7,778 +41%
UBV
634
United Bank (Virginia)
Virginia
$1.02M
EWM
635
EPG Wealth Management
Georgia
$1.02M -$1.03M -26,374 Closed
LA
636
LBP AM
France
$1.02M +$2.1K +54 +0.2%
Impax Asset Management Group
637
Impax Asset Management Group
United Kingdom
$1.01M +$350K +9,000 +53%
AWC
638
Abundance Wealth Counselors
Pennsylvania
$1.01M +$1.01M +25,995 New
GAM
639
Groupama Asset Management
France
$1.01M +$595K +15,327 +144%
Teacher Retirement System of Texas
640
Teacher Retirement System of Texas
Texas
$1.01M -$309K -7,967 -23%
HAG
641
HighPoint Advisor Group
Illinois
$1.01M +$30.6K +680 +3%
RC
642
RBF Capital
California
$1.01M
MS
643
Madden Securities
Texas
$1M
GAM
644
Gotham Asset Management
New York
$983K -$233K -5,996 -19%
TIAA Trust, National Association
645
TIAA Trust, National Association
North Carolina
$982K +$7.89K +203 +0.8%
JFG
646
Jefferies Financial Group
New York
$971K +$971K +25,000 New
SF
647
Symphony Financial
Texas
$966K +$966K +24,746 New
WANY
648
Wealthspire Advisors (New York)
New York
$961K -$58.5K -1,506 -6%
BIM
649
Bridges Investment Management
Nebraska
$958K
BP
650
Ballentine Partners
Massachusetts
$958K +$29.2K +751 +3%