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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 %
HL
676
HeadInvest LLC
Maine
$928K -$134K -3,640 -13%
BIA
677
BHK Investment Advisors
Alabama
$928K -$417K -11,297 -31%
WCBA
678
Weaver C. Barksdale & Associates
Tennessee
$927K -$242K -6,548 -21%
JFG
679
Jefferies Financial Group
New York
$923K +$923K +25,000 New
SAMT
680
Select Asset Management & Trust
Pennsylvania
$922K
BAMF
681
BI Asset Management Fondsmaeglerselskab
Denmark
$921K -$488K -13,225 -35%
GAM
682
Groupama Asset Management
France
$920K +$920K +24,899 New
PT
683
Plimoth Trust
Massachusetts
$913K -$107K -2,890 -10%
BIM
684
Bridges Investment Management
Nebraska
$910K +$910K +24,650 New
EWM
685
EPG Wealth Management
Georgia
$908K +$11.9K +341 +1%
GT
686
Glenview Trust
Kentucky
$903K -$323K -8,748 -26%
VA
687
Vident Advisory
Georgia
$900K -$86.5K -2,344 -9%
SFG
688
Summit Financial Group
West Virginia
$896K +$107K +2,900 +14%
LWAM
689
Legacy Wealth Asset Management
Minnesota
$894K -$64.6K -1,749 -7%
SBIA
690
Sheaff Brock Investment Advisors
Indiana
$887K -$3.69K -100 -0.4%
HI
691
Horizon Investments
North Carolina
$887K +$551K +15,140 +164%
CFCI
692
Comprehensive Financial Consultants Institutional
Indiana
$887K +$49.1K +1,329 +6%
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$885K +$239K +6,470 +37%
LIM
694
Leavell Investment Management
Alabama
$881K -$88.5K -2,396 -9%
GLR
695
Great Lakes Retirement
Ohio
$880K +$50K +1,354 +6%
Vontobel Holding
696
Vontobel Holding
Switzerland
$877K
WFS
697
Widmann Financial Services
Maryland
$876K -$923 -25 -0.1%
GCA
698
Greenwood Capital Associates
South Carolina
$875K -$767K -20,771 -47%
FCB
699
First County Bank
Connecticut
$874K -$300K -8,116 -26%
BW
700
Bison Wealth
Georgia
$872K -$2.84K -77 -0.3%