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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 %
FSA
676
Financial Security Advisor
Virginia
$876K -$495K -12,744 -36%
SC
677
SouthState Corp
Florida
$872K -$20.9K -537 -2%
BTC
678
Bank & Trust Company
Illinois
$871K +$871K +22,429 New
NBT
679
Northwest Bank & Trust
Iowa
$871K +$53.2K +1,369 +7%
WAOTB
680
Wealth Advisors of Tampa Bay
Florida
$870K +$19K +490 +2%
MCM
681
Monument Capital Management
Virginia
$867K
CAC
682
Certified Advisory Corp
Florida
$865K +$2.8K +72 +0.3%
PT
683
Plimoth Trust
Massachusetts
$863K -$29K -746 -3%
MSA
684
Marino Stram & Associates
Massachusetts
$858K -$777 -20 -0.1%
RA
685
RFG Advisory
Alabama
$855K -$218K -5,610 -20%
HAI
686
Hennessy Advisors Inc
California
$855K +$272K +7,000 +47%
Vontobel Holding
687
Vontobel Holding
Switzerland
$850K -$40K -1,030 -4%
CAAS
688
Capital Asset Advisory Services
Michigan
$846K +$2.22K +57 +0.3%
CMANY
689
Capital Management Associates (New York)
New York
$842K -$11.4K -293 -1%
LCWP
690
Legacy Capital Wealth Partners
Arkansas
$842K +$842K +21,666 New
PIM
691
Penobscot Investment Management
Massachusetts
$841K +$841K +42,350 New
SCA
692
STALEY CAPITAL ADVISERS
Pennsylvania
$835K
MWM
693
Meridian Wealth Management
Kentucky
$833K +$833K +21,453 New
CA
694
Carson Advisory
Georgia
$827K -$27.2K -700 -3%
BPA
695
Beacon Pointe Advisors
California
$824K -$744K -19,142 -47%
ACM
696
AlphaStar Capital Management
North Carolina
$820K -$6.68K -172 -0.8%
PCC
697
Park Circle Company
Maryland
$813K
CFB
698
Cullen/Frost Bankers
Texas
$808K -$174K -4,488 -18%
FSA
699
Fort Sheridan Advisors
Illinois
$808K -$57.6K -1,483 -7%
FHA
700
First Horizon Advisors
Tennessee
$807K +$23.1K +595 +3%