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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 %
IF
701
Intrua Financial
Texas
$871K +$27.7K +751 +3%
BP
702
Ballentine Partners
Massachusetts
$868K +$400K +10,838 +85%
HAG
703
HighPoint Advisor Group
Illinois
$865K +$865K +23,006 New
RFG
704
RFP Financial Group
Georgia
$860K -$98.8K -2,677 -10%
MWA
705
Midland Wealth Advisors
Illinois
$852K +$852K +23,090 New
VLC
706
Van Leeuwen & Company
New Jersey
$846K -$72.8K -1,973 -8%
IP
707
Ignite Planners
California
$842K +$842K +22,451 New
VFA
708
Valeo Financial Advisors
Indiana
$838K -$172K -4,666 -17%
VSQM
709
V-Square Quantitative Management
Illinois
$836K +$217K +5,877 +35%
CAC
710
Certified Advisory Corp
Florida
$832K -$1.44K -39 -0.2%
DEA
711
DoubleLine ETF Adviser
Florida
$825K +$67.9K +1,840 +9%
LCWP
712
Legacy Capital Wealth Partners
Arkansas
$824K +$7.35K +199 +0.9%
MCM
713
Monument Capital Management
Virginia
$823K -$35.4K -960 -4%
FSA
714
Fort Sheridan Advisors
Illinois
$822K -$240K -6,490 -23%
CPSAC
715
Chas P. Smith & Associates (CPS)
Florida
$822K +$390K +10,554 +90%
GCIM
716
Gunn & Company Investment Management
Florida
$822K +$822K +22,263 New
MWM
717
Meridian Wealth Management
Kentucky
$814K +$72.1K +1,952 +10%
CAAS
718
Capital Asset Advisory Services
Michigan
$814K +$61.9K +1,677 +8%
CA
719
Carson Advisory
Georgia
$810K +$11.6K +315 +1%
WAOTB
720
Wealth Advisors of Tampa Bay
Florida
$809K -$2.56M -69,395 -76%
MSA
721
Marino Stram & Associates
Massachusetts
$808K -$16.2K -438 -2%
CL
722
Choreo LLC
Illinois
$803K +$251K +6,789 +45%
WQ
723
Wealth Quarterback
New Jersey
$796K +$14.1K +382 +2%
SCA
724
STALEY CAPITAL ADVISERS
Pennsylvania
$794K -$332 -9 -0%
EOJOAM
725
E. Ohman J:or Asset Management
Sweden
$794K