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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 %
CA
726
Carson Advisory
Georgia
$857K +$1.95K +50 +0.2%
CMANY
727
Capital Management Associates (New York)
New York
$856K -$141K -3,622 -14%
WAOTB
728
Wealth Advisors of Tampa Bay
Florida
$854K
HAG
729
HighPoint Advisor Group
Illinois
$851K -$50.2K -1,282 -6%
CL
730
Choreo LLC
Illinois
$850K +$1.91K +49 +0.2%
PI
731
PEAK6 Investments
Illinois
$846K +$484K +12,427 +134%
LA
732
LVW Advisors
New York
$844K +$171K +4,394 +25%
SCA
733
STALEY CAPITAL ADVISERS
Pennsylvania
$838K
FRM
734
Fox Run Management
Connecticut
$831K +$831K +21,324 New
FPAS
735
Focus Partners Advisor Solutions
Missouri
$830K +$404K +10,355 +95%
ACM
736
AlphaStar Capital Management
North Carolina
$829K +$490K +12,563 +144%
CAAS
737
Capital Asset Advisory Services
Michigan
$826K -$13.9K -365 -2%
OWA
738
Octavia Wealth Advisors
Ohio
$821K +$248K +6,373 +43%
PCC
739
Park Circle Company
Maryland
$816K
HH
740
Hilltop Holdings
Texas
$810K -$353K -9,045 -30%
CCA
741
Cravens & Co Advisors
Tennessee
$807K
CA
742
Clearstead Advisors
Ohio
$804K -$18.5K -473 -2%
NBT
743
Northwest Bank & Trust
Iowa
$791K +$1.46K +39 +0.2%
MGIA
744
Moneta Group Investment Advisors
Missouri
$788K +$73.4K +1,884 +10%
FHA
745
First Horizon Advisors
Tennessee
$786K -$13.8K -354 -2%
CC
746
Cipher Capital
New York
$785K +$785K +20,147 New
FMII
747
Farmers & Merchants Investments Inc
Nebraska
$781K -$401K -10,289 -34%
FOFP
748
Fee-Only Financial Planning
South Carolina
$780K
AG
749
AlTi Global
New York
$774K +$62.6K +1,607 +9%
CHC
750
City Holding Co
West Virginia
$771K +$184K +4,720 +31%