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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 %
PWM
851
Prosperity Wealth Management
California
$547K
BCM
852
BlueMar Capital Management
Florida
$546K +$546K +14,012 New
HNB
853
Hilltop National Bank
Wyoming
$543K +$543K +13,936 New
FWCM
854
Ferguson Wellman Capital Management
Oregon
$540K -$156K -3,997 -22%
PIFP
855
Partners in Financial Planning
Virginia
$531K
APC
856
Aspire Private Capital
North Carolina
$530K +$57.8K +1,483 +12%
NAS
857
Nicolet Advisory Services
Wisconsin
$528K +$157K +4,017 +42%
PH
858
Pinnacle Holdings
Oklahoma
$527K -$20.5K -527 -4%
MW
859
Marcum Wealth
Ohio
$527K +$63.6K +1,632 +14%
CCA
860
Cobblestone Capital Advisors
New York
$526K +$152K +3,907 +41%
PCM
861
Penserra Capital Management
California
$525K -$227K -5,851 -30%
NGA
862
Naples Global Advisors
Florida
$525K +$12.7K +326 +2%
BL
863
Balentine LLC
Georgia
$524K +$65.6K +1,684 +14%
MMPW
864
Mitchell McLeod Pugh & Williams
Alabama
$522K +$4.64K +119 +0.9%
HWAM
865
Hennion & Walsh Asset Management
New Jersey
$520K -$3.94K -101 -0.8%
CCT
866
Chemung Canal Trust
New York
$519K +$303K +7,784 +141%
CFGS
867
Concourse Financial Group Securities
Alabama
$518K +$12.1K +310 +2%
CW
868
CreativeOne Wealth
Kansas
$516K +$516K +13,237 New
BFS
869
Bard Financial Services
Connecticut
$515K
WC
870
Waterloo Capital
Texas
$514K +$221K +5,668 +75%
GCP
871
GSA Capital Partners
United Kingdom
$514K +$253K +6,500 +97%
FIM
872
Freedom Investment Management
Connecticut
$514K +$121K +3,111 +31%
ECM
873
Evergreen Capital Management
Washington
$513K +$207K +5,305 +67%
SACTSONJ
874
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$512K
WAAG
875
Wealth Alliance Advisory Group
Kansas
$507K +$15.1K +387 +3%