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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 %
DEA
701
DoubleLine ETF Adviser
Florida
$927K +$55.2K +1,415 +6%
VI
702
Vestcor Inc
New Brunswick, Canada
$925K -$181K -4,630 -16%
NEI
703
Northwest & Ethical Investments
Ontario, Canada
$925K +$243K +6,225 +36%
BW
704
Bison Wealth
Georgia
$925K +$4.09K +105 +0.4%
GLR
705
Great Lakes Retirement
Ohio
$924K -$5.57K -143 -0.6%
VanEck Associates
706
VanEck Associates
New York
$921K -$2.86M -73,414 -76%
A
707
AlphaQuest
New York
$921K +$440K +11,293 +92%
UM
708
UniSuper Management
Australia
$918K +$843K +21,617 +1,117%
WFS
709
Widmann Financial Services
Maryland
$912K -$12.9K -331 -1%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$912K -$22K -565 -2%
WT
711
Whittier Trust
California
$911K -$551K -14,146 -38%
GCA
712
Greenwood Capital Associates
South Carolina
$910K -$14.3K -366 -2%
SC
713
SouthState Corp
Florida
$896K -$157K -4,040 -15%
VLC
714
Van Leeuwen & Company
New Jersey
$895K +$1.44K +37 +0.2%
SCA
715
Snowden Capital Advisors
New York
$895K +$132K +3,390 +17%
PT
716
Plimoth Trust
Massachusetts
$895K -$69.2K -1,775 -7%
Vontobel Holding
717
Vontobel Holding
Switzerland
$893K -$32.4K -831 -3%
MCWS
718
McKinley Carter Wealth Services
West Virginia
$886K +$578K +14,836 +188%
VFA
719
Valeo Financial Advisors
Indiana
$882K +$1.94K +50 +0.2%
MCM
720
Monument Capital Management
Virginia
$869K +$273 +7 +0%
FSA
721
Fort Sheridan Advisors
Illinois
$869K +$273 +7 +0%
LIM
722
Leavell Investment Management
Alabama
$866K -$64.3K -1,650 -7%
CAC
723
Certified Advisory Corp
Florida
$865K -$13.7K -352 -2%
MSA
724
Marino Stram & Associates
Massachusetts
$862K +$8.81K +226 +1%
MWA
725
Midland Wealth Advisors
Illinois
$860K -$40.4K -1,036 -4%