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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 %
TAM
801
Trust Asset Management
Texas
$583K
IWA
802
Inspirion Wealth Advisors
Illinois
$581K
FG
803
Fiduciary Group
Georgia
$579K -$36.8K -996 -6%
TAM
804
Tocqueville Asset Management
New York
$576K +$576K +15,608 New
TPW
805
Transatlantique Private Wealth
New York
$576K -$126K -3,412 -18%
WHG
806
Westwood Holdings Group
Texas
$574K -$23.7K -643 -4%
EFS
807
Essex Financial Services
Connecticut
$573K +$47.4K +1,285 +9%
TIM
808
Thompson Investment Management
Wisconsin
$571K -$92K -2,493 -14%
BF
809
BOK Financial
Oklahoma
$564K -$42.6K -1,155 -7%
EP
810
Edgestream Partners
New Jersey
$564K -$1.9M -51,527 -77%
CHC
811
City Holding Co
West Virginia
$556K -$53K -1,437 -9%
AMIM
812
Aull & Monroe Investment Management
Alabama
$556K -$216K -5,844 -28%
IAS
813
Insigneo Advisory Services
Florida
$556K +$32.1K +870 +6%
BFS
814
Burkett Financial Services
South Carolina
$556K +$556K +15,047 New
RW
815
Rede Wealth
Virginia
$552K -$1.18K -32 -0.2%
OTL
816
Oak Thistle LLC
New York
$551K +$551K +14,935 New
MFG
817
Merit Financial Group
Georgia
$550K +$132K +3,564 +31%
IDBONY
818
Israel Discount Bank of New York
New York
$549K -$11.9K -321 -2%
CFG
819
Cooper Financial Group
California
$549K +$17K +460 +3%
AIP
820
Ameritas Investment Partners
Nebraska
$549K -$33.9K -919 -6%
MAG
821
Mayfair Advisory Group
Alabama
$546K
MMHP
822
Murphy Middleton Hinkle & Parker
Georgia
$546K -$591 -16 -0.1%
NSB
823
Norway Savings Bank
Maine
$543K -$67.7K -1,835 -11%
OWA
824
Octavia Wealth Advisors
Ohio
$542K +$237K +6,415 +78%
IRAG
825
Investment Research & Advisory Group
Georgia
$540K -$16.7K -453 -3%