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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 %
OFG
801
OmniStar Financial Group
North Carolina
$646K -$153K -3,913 -19%
MAG
802
Mayfair Advisory Group
Alabama
$641K +$73.9K +1,895 +13%
NSIM
803
North Star Investment Management
Illinois
$640K -$1.15M -29,528 -64%
CWP
804
Cyndeo Wealth Partners
Florida
$639K +$639K +16,395 New
DCM
805
Dudley Capital Management
Virginia
$632K
FSA
806
Franklin Street Advisors
North Carolina
$623K -$39K -1,000 -6%
SSWM
807
Smith Salley Wealth Management
North Carolina
$622K -$502K -12,869 -45%
SWA
808
Stratos Wealth Advisors
Ohio
$621K +$2.46K +63 +0.4%
HPC
809
HM Payson & Co
Maine
$620K -$104K -2,661 -14%
VDI
810
Vaughan David Investments
Illinois
$618K -$101K -2,586 -14%
FCA
811
FLC Capital Advisors
California
$618K -$780 -20 -0.1%
TAM
812
Trust Asset Management
Texas
$615K
AWM
813
Atticus Wealth Management
Florida
$615K -$4.05K -104 -0.7%
PI
814
PGGM Investments
Netherlands
$611K +$611K +15,679 New
SA
815
Strategic Advisors
New York
$608K -$223K -5,720 -27%
WHG
816
Westwood Holdings Group
Texas
$606K +$78 +2 +0%
IWA
817
Inspirion Wealth Advisors
Illinois
$604K
SPC
818
Sigma Planning Corp
Michigan
$603K +$273K +6,999 +83%
TIM
819
Thompson Investment Management
Wisconsin
$603K
PPC
820
Park Place Capital
Alabama
$603K -$53.4K -1,370 -8%
DAL
821
Delta Accumulation LLC
California
$597K +$234 +6 +0%
FDCDDQ
822
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596K +$344K +8,992 +137%
CPBTD
823
Central Pacific Bank - Trust Division
Hawaii
$595K +$595K +15,500 New
CFG
824
Cooper Financial Group
California
$593K +$12.8K +328 +2%
AMIM
825
Aull & Monroe Investment Management
Alabama
$586K -$390 -10 -0.1%