TFC icon

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 %
LA
851
Lindenwold Advisors
Pennsylvania
$483K
EWM
852
Evercore Wealth Management
New York
$482K -$72.1K -1,954 -13%
AT
853
Avalon Trust
New Mexico
$480K
CFGS
854
Concourse Financial Group Securities
Alabama
$479K +$26.1K +706 +6%
VA
855
Valmark Advisers
Ohio
$479K +$10.2K +277 +2%
CIC
856
Chilton Investment Company
Connecticut
$478K -$125K -3,373 -21%
WWA
857
WCG Wealth Advisors
Nevada
$478K -$39.7K -1,074 -8%
ECM
858
ExodusPoint Capital Management
New York
$477K -$1.13M -30,490 -70%
AL
859
Aspiriant LLC
California
$477K -$43.8K -1,185 -8%
SAM
860
Secure Asset Management
Michigan
$475K -$58.9K -1,595 -11%
QPWM
861
Quadrant Private Wealth Management
Pennsylvania
$468K -$8.57K -232 -2%
IB
862
Intrust Bank
Kansas
$467K -$16.2K -440 -3%
WAAG
863
Wealth Alliance Advisory Group
Kansas
$466K -$10.6K -286 -2%
GWM
864
Geneos Wealth Management
Colorado
$465K -$28.8K -781 -6%
HBW
865
Hazlett, Burt & Watson
West Virginia
$465K -$24K -655 -5%
DAL
866
Delta Accumulation LLC
California
$465K -$21.1K -694 -4%
DZ Bank
867
DZ Bank
Germany
$462K
EWA
868
Exencial Wealth Advisors
Oklahoma
$460K +$16.7K +451 +4%
FPWM
869
FSB Premier Wealth Management
Iowa
$460K -$25.3K -684 -5%
WTC
870
WhitTier Trust Company
Nevada
$458K -$5.19M -140,488 -92%
A
871
AlphaQuest
New York
$455K +$455K +12,324 New
DWT
872
Dorsey & Whitney Trust
South Dakota
$452K +$65.8K +1,783 +17%
BWP
873
BSW Wealth Partners
Colorado
$451K +$13K +353 +3%
FA
874
FDx Advisors
Illinois
$451K -$95.3K -2,583 -17%
FTC
875
Farmers Trust Company
Ohio
$450K +$12.4K +336 +3%