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Truist Financial

1,465 hedge funds and large institutions have $40.6B invested in Truist Financial in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 546 increasing their positions, 561 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+55
Holders Change %
+3.9%
% of All Funds
21.19%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
150
Increased
546
Reduced
561
Closed
81
Calls
$485M
Puts
$347M
Net Calls
+$138M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
701
Monument Capital Management
Virginia
$953K -$1.03K -24 -0.1%
EWM
702
EPG Wealth Management
Georgia
$952K +$952K +22,266 New
WAOTB
703
Wealth Advisors of Tampa Bay
Florida
$952K -$6.42K -150 -0.7%
MSA
704
Marino Stram & Associates
Massachusetts
$943K -$1.63K -38 -0.2%
HAI
705
Hennessy Advisors Inc
California
$941K
I
706
InceptionR
California
$939K +$939K +21,964 New
IF
707
Intrua Financial
Texas
$939K -$55.7K -1,303 -6%
MIP
708
Marietta Investment Partners
Wisconsin
$930K +$930K +21,745 New
MWM
709
Meridian Wealth Management
Kentucky
$930K +$12K +280 +1%
OC
710
Oakworth Capital
Alabama
$929K +$664K +15,534 +251%
CMANY
711
Capital Management Associates (New York)
New York
$927K
CA
712
Commerzbank Aktiengesellschaft
Germany
$924K +$924K +21,598 New
BC
713
Bridgefront Capital
Texas
$921K +$495K +11,578 +116%
SCA
714
STALEY CAPITAL ADVISERS
Pennsylvania
$920K
SC
715
SouthState Corp
Florida
$913K -$47.3K -1,107 -5%
DEA
716
DoubleLine ETF Adviser
Florida
$912K -$61.4K -1,436 -6%
PT
717
Plimoth Trust
Massachusetts
$906K -$43.2K -1,010 -5%
LA
718
LVW Advisors
New York
$903K +$40.5K +947 +5%
PCC
719
Park Circle Company
Maryland
$895K
GAM
720
Groupama Asset Management
France
$894K +$3.26K +95 +0.4%
CCM
721
Coldstream Capital Management
Washington
$894K +$93.5K +2,171 +12%
FSA
722
Fort Sheridan Advisors
Illinois
$890K +$257 +6 +0%
TBC
723
Ted Buchan & Co
California
$886K +$515K +12,048 +139%
PIM
724
Penobscot Investment Management
Massachusetts
$884K -$32.4K -1,500 -4%
CA
725
Cornerstone Advisors
North Carolina
$881K