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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 %
TIA
751
Trust Investment Advisors
Indiana
$704K +$45.3K +1,228 +7%
PA
752
Procyon Advisors
Connecticut
$701K -$65.1K -1,762 -8%
NIM
753
NEOS Investment Management
Connecticut
$698K +$175K +4,752 +34%
AT
754
American Trust
Kentucky
$698K
MIH
755
Meitav Investment House
Israel
$697K -$54.9K -1,473 -7%
SLI
756
Sumitomo Life Insurance
Japan
$694K -$5.02K -136 -0.7%
LGA
757
Lebenthal Global Advisors
New York
$688K -$48K -1,300 -7%
BB
758
Busey Bank
Illinois
$688K +$39.7K +1,074 +6%
CL
759
CSS LLC
Illinois
$687K -$384K -10,400 -36%
HPC
760
HM Payson & Co
Maine
$686K -$115K -3,120 -14%
VDI
761
Vaughan David Investments
Illinois
$681K -$25.7M -696,868 -97%
MGIA
762
Moneta Group Investment Advisors
Missouri
$676K -$116K -3,135 -15%
TCA
763
Transcend Capital Advisors
New Jersey
$675K -$382K -10,351 -36%
GBT
764
Grove Bank & Trust
Florida
$674K -$65.1K -1,763 -9%
AG
765
AlTi Global
New York
$673K +$673K +18,236 New
SSWM
766
Sheets Smith Wealth Management
North Carolina
$664K -$176K -4,777 -21%
FAIM
767
Financial Advocates Investment Management
Washington
$663K +$29.3K +793 +5%
P
768
Pitcairn
Pennsylvania
$662K -$41.4K -1,121 -6%
MCWA
769
Meadow Creek Wealth Advisors
Georgia
$662K +$662K +17,926 New
FWCM
770
Ferguson Wellman Capital Management
Oregon
$659K -$52.8K -1,430 -7%
BC
771
Bridgefront Capital
Texas
$654K +$654K +17,711 New
Lido Advisors
772
Lido Advisors
California
$650K +$33.9K +918 +6%
NEI
773
Northwest & Ethical Investments
Ontario, Canada
$646K +$351K +9,515 +119%
CCP
774
Cunning Capital Partners
North Carolina
$646K
LA
775
LVW Advisors
New York
$638K +$638K +17,268 New