TFC icon

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 %
BBHC
726
Brown Brothers Harriman & Co
New York
$793K +$4.1K +111 +0.5%
SA
727
Strategic Advisors
New York
$787K -$17.8K -483 -2%
TG
728
TCW Group
California
$785K +$785K +21,057 New
NBT
729
Northwest Bank & Trust
Iowa
$776K +$776K +21,022 New
CA
730
Clearstead Advisors
Ohio
$775K -$789K -21,377 -50%
PCC
731
Park Circle Company
Maryland
$773K
SW
732
SVB Wealth
Massachusetts
$769K -$12.3K -334 -2%
CCA
733
Cravens & Co Advisors
Tennessee
$764K +$37 +1 +0%
IPW
734
Impact Partnership Wealth
Georgia
$763K +$185K +5,013 +32%
FHA
735
First Horizon Advisors
Tennessee
$758K -$19.7K -533 -3%
OFG
736
OmniStar Financial Group
North Carolina
$756K +$2.14K +58 +0.3%
SF
737
Symphony Financial
Texas
$756K +$756K +20,159 New
SFI
738
Siemens Fonds Invest
Germany
$741K -$242K -6,566 -25%
DWA
739
Douglass Winthrop Advisors
New York
$739K
FOFP
740
Fee-Only Financial Planning
South Carolina
$739K
HC
741
Hourglass Capital
Texas
$738K +$185K +5,000 +33%
GFA
742
Gallagher Fiduciary Advisors
Illinois
$738K -$62.2K -1,684 -8%
TTWM
743
TCV Trust & Wealth Management
Virginia
$737K -$307K -8,315 -29%
RPC
744
Rossmore Private Capital
Connecticut
$727K -$196K -5,299 -21%
SCA
745
Snowden Capital Advisors
New York
$723K -$771K -20,880 -52%
CA
746
Cornerstone Advisory
Maryland
$722K -$67.5K -1,827 -9%
OF
747
Outfitter Financial
Maine
$720K -$860K -23,296 -54%
PCM
748
Penserra Capital Management
California
$712K -$79.8K -2,171 -10%
MFT
749
Moisand Fitzgerald Tamayo
Florida
$711K
RWB
750
RMR Wealth Builders
New Jersey
$709K +$13.1K +356 +2%