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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 %
SPC
726
Sigma Planning Corp
Michigan
$875K +$47.3K +1,106 +6%
NC
727
NewSquare Capital
Pennsylvania
$875K +$858K +20,057 +5,104%
CAAS
728
Capital Asset Advisory Services
Michigan
$873K -$42.8K -1,015 -5%
MCWS
729
McKinley Carter Wealth Services
West Virginia
$873K -$257 -6 -0%
CA
730
Carson Advisory
Georgia
$870K -$40K -935 -4%
AFCM
731
Applied Finance Capital Management
Puerto Rico
$866K +$328K +7,678 +61%
GWA
732
Gratus Wealth Advisors
Virginia
$865K -$5.75K -137 -0.7%
PIM
733
Provident Investment Management
Michigan
$863K +$70.6K +1,650 +9%
VFA
734
Valeo Financial Advisors
Indiana
$856K -$27.4K -640 -3%
BBHC
735
Brown Brothers Harriman & Co
New York
$856K +$83K +1,940 +11%
CNTOF
736
Canandaigua National Trust of Florida
New York
$853K +$853K +19,951 New
ACM
737
AlphaStar Capital Management
North Carolina
$852K -$50.6K -1,183 -6%
SFI
738
Siemens Fonds Invest
Germany
$851K
LGA
739
Lebenthal Global Advisors
New York
$851K +$6.76K +158 +0.8%
TTWM
740
TCV Trust & Wealth Management
Virginia
$847K +$19.4K +453 +2%
CA
741
Cornerstone Advisory
Maryland
$847K -$23.7K -555 -3%
LIM
742
Leavell Investment Management
Alabama
$845K -$6.54K -153 -0.8%
ACGA
743
Atlanta Consulting Group Advisors
Georgia
$844K +$844K +19,727 New
CTI
744
Community Trust & Investment
Kentucky
$841K +$214K +5,000 +34%
Grantham, Mayo, Van Otterloo & Co (GMO)
745
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$833K +$833K +19,484 New
AIM
746
Aigen Investment Management
New York
$833K +$250K +5,851 +43%
CFB
747
Cullen/Frost Bankers
Texas
$833K -$57.3K -1,340 -6%
IIM
748
INTECH Investment Management
Florida
$829K +$213K +4,975 +35%
FPAS
749
Focus Partners Advisor Solutions
Missouri
$820K +$111K +2,584 +16%
UB
750
UMB Bank
Missouri
$817K +$3.29K +77 +0.4%