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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 %
LWAM
776
Legacy Wealth Asset Management
Minnesota
$741K -$1.67K -39 -0.2%
CFGS
777
Concourse Financial Group Securities
Alabama
$741K +$150K +3,498 +25%
IP
778
Ignite Planners
California
$738K -$22.8K -533 -3%
PTC
779
Private Trust Company
Ohio
$734K +$69.8K +1,631 +11%
FOFP
780
Fee-Only Financial Planning
South Carolina
$733K -$117K -2,736 -14%
GF
781
Gabelli Funds
New York
$727K
Loomis, Sayles & Company
782
Loomis, Sayles & Company
Massachusetts
$725K +$648K +15,136 +836%
NAS
783
Nicolet Advisory Services
Wisconsin
$725K -$14.1K -340 -2%
CCM
784
Canal Capital Management
Virginia
$725K -$14.2K -332 -2%
MGIA
785
Moneta Group Investment Advisors
Missouri
$724K -$35.8K -837 -5%
EIA
786
Eastover Investment Advisors
North Carolina
$724K
MFT
787
Moisand Fitzgerald Tamayo
Florida
$723K
PA
788
Procyon Advisors
Connecticut
$719K -$25.4K -594 -3%
RPC
789
Rossmore Private Capital
Connecticut
$719K
FCM
790
Fourpath Capital Management
Oklahoma
$716K +$27.5K +642 +4%
IWA
791
Icon Wealth Advisors
Texas
$716K +$1.84K +43 +0.3%
OFG
792
OmniStar Financial Group
North Carolina
$712K +$471 +11 +0.1%
RMC
793
Resources Management Corp
Connecticut
$710K
PVI
794
Pine Valley Investments
New Jersey
$710K
WCAMG
795
Woodard & Company Asset Management Group
North Carolina
$709K -$8.55K -200 -1%
KWA
796
Kingswood Wealth Advisors
California
$708K -$172K -4,032 -20%
FFA
797
Farther Finance Advisors
California
$707K +$302K +7,055 +74%
NEI
798
Northwest & Ethical Investments
Ontario, Canada
$706K
SEIA
799
Signature Estate & Investment Advisors
California
$702K -$3.42K -80 -0.5%
CPWA
800
Cerro Pacific Wealth Advisors
California
$701K