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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 %
NB
876
NBT Bank
New York
$448K -$23.5K -636 -5%
APC
877
Aspire Private Capital
North Carolina
$447K +$154K +4,158 +52%
CAMV
878
Concord Asset Management (Virginia)
Virginia
$446K +$446K +12,068 New
KWA
879
Kingswood Wealth Advisors
California
$445K +$445K +12,058 New
WCM
880
Washington Capital Management
Washington
$443K
WC
881
Westhampton Capital
North Carolina
$442K -$11.4K -310 -3%
NSG
882
Nalls Sherbakoff Group
Tennessee
$442K +$6.2K +168 +1%
TIA
883
Tandem Investment Advisors
South Carolina
$440K -$109K -2,948 -20%
KP
884
Keel Point
Alabama
$440K +$44.3K +1,201 +11%
MIM
885
MTM Investment Management
South Carolina
$440K -$62K -1,680 -12%
MW
886
Marcum Wealth
Ohio
$439K -$218K -5,901 -33%
PFA
887
Pathway Financial Advisors
Vermont
$438K -$6.94K -188 -2%
TYCC
888
Texas Yale Capital Corp
Florida
$437K
CA
889
Continuum Advisory
Idaho
$437K +$54K +1,462 +14%
BL
890
Balentine LLC
Georgia
$434K +$115K +3,112 +36%
SOS
891
Silver Oak Securities
Tennessee
$433K +$158K +4,269 +57%
EI
892
Ellevest Inc
New York
$432K +$48.9K +1,325 +13%
SWM
893
Sculati Wealth Management
Michigan
$430K
NP
894
NorthRock Partners
Minnesota
$428K +$80.2K +2,172 +23%
LIM
895
Longfellow Investment Management
Massachusetts
$427K -$1.45M -39,248 -77%
ES
896
Eagle Strategies
New York
$425K +$34.3K +928 +9%
1W
897
1776 Wealth
Georgia
$424K -$55.4K -1,500 -12%
SAM
898
Shell Asset Management
Netherlands
$424K -$112K -3,034 -21%
AWAP
899
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$423K +$74K +2,003 +21%
LOPW
900
Live Oak Private Wealth
North Carolina
$422K -$35.1K -950 -8%