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Truist Financial

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
726
Financial Advocates Investment Management
Washington
$737K -$28.2K -727 -4%
TAM
727
Todd Asset Management
Kentucky
$735K +$2.6K +67 +0.4%
I
728
INVST
Indiana
$735K -$34.3K -874 -4%
AT
729
American Trust
Kentucky
$734K
RWB
730
RMR Wealth Builders
New Jersey
$732K
GI
731
GAMMA Investing
California
$728K +$404K +10,403 +125%
TG
732
TCW Group
California
$725K +$27.9K +719 +4%
CL
733
CSS LLC
Illinois
$723K
CCM
734
Coldstream Capital Management
Washington
$722K +$10.6K +274 +1%
PIM
735
Provident Investment Management
Michigan
$720K +$148K +3,810 +26%
GFA
736
Gallagher Fiduciary Advisors
Illinois
$716K -$22.1K -570 -3%
HWAM
737
Hennion & Walsh Asset Management
New Jersey
$714K +$195K +5,021 +38%
MS
738
Maven Securities
Jersey
$713K +$713K +18,363 New
HH
739
Hilltop Holdings
Texas
$709K -$97.7K -2,516 -12%
SSWM
740
Sheets Smith Wealth Management
North Carolina
$703K -$2.64K -68 -0.4%
BBHC
741
Brown Brothers Harriman & Co
New York
$703K -$16.4K -423 -2%
CPWA
742
Cerro Pacific Wealth Advisors
California
$701K +$701K +18,055 New
NAS
743
Nicolet Advisory Services
Wisconsin
$699K +$167K +4,260 +31%
DWA
744
Douglass Winthrop Advisors
New York
$696K +$15.2K +391 +2%
FMN
745
Financial Management Network
California
$696K +$696K +18,207 New
WT
746
Whittier Trust
California
$693K -$215K -5,523 -24%
MFG
747
Menard Financial Group
Texas
$692K +$375K +9,663 +118%
MGIA
748
Moneta Group Investment Advisors
Missouri
$690K -$94.6K -2,436 -12%
BFW
749
Brady Family Wealth
Missouri
$686K +$128K +3,298 +23%
MCM
750
MAI Capital Management
Ohio
$681K +$21.1K +542 +3%