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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 %
LGA
751
Lebenthal Global Advisors
New York
$770K +$44.1K +1,131 +6%
FAIM
752
Financial Advocates Investment Management
Washington
$768K +$68.3K +1,752 +10%
CA
753
Cornerstone Advisory
Maryland
$766K +$3.12K +80 +0.4%
SFI
754
Siemens Fonds Invest
Germany
$759K -$22.8K -585 -3%
UB
755
UMB Bank
Missouri
$755K -$1.57M -40,249 -68%
I
756
INVST
Indiana
$752K +$752K +19,604 New
TTWM
757
TCV Trust & Wealth Management
Virginia
$747K -$31.2K -800 -4%
TIA
758
Trust Investment Advisors
Indiana
$742K -$1.79K -46 -0.2%
GFA
759
Gallagher Fiduciary Advisors
Illinois
$741K -$38K -974 -5%
AT
760
American Trust
Kentucky
$737K
TAM
761
Todd Asset Management
Kentucky
$735K +$735K +18,860 New
RWB
762
RMR Wealth Builders
New Jersey
$734K -$13.9K -356 -2%
IFU
763
iSAM Funds (UK)
United Kingdom
$733K +$372K +9,549 +103%
MAS
764
Meeder Advisory Services
Ohio
$733K +$73K +1,872 +11%
CL
765
CSS LLC
Illinois
$726K
P
766
Pitcairn
Pennsylvania
$724K +$24.1K +618 +3%
BBHC
767
Brown Brothers Harriman & Co
New York
$721K -$116K -2,977 -14%
SCM
768
Stevens Capital Management
Pennsylvania
$715K +$180K +4,606 +34%
CCM
769
Coldstream Capital Management
Washington
$714K +$56.9K +1,461 +9%
IP
770
Ignite Planners
California
$713K -$148K -3,868 -17%
MIH
771
Meitav Investment House
Israel
$713K -$15.2K -390 -2%
MW
772
MBL Wealth
North Carolina
$711K -$539K -13,818 -43%
DCM
773
Driehaus Capital Management
Illinois
$709K +$709K +18,176 New
SSWM
774
Sheets Smith Wealth Management
North Carolina
$708K +$7.02K +180 +1%
PA
775
Procyon Advisors
Connecticut
$706K -$34.3K -879 -5%