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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 %
DWT
876
Dorsey & Whitney Trust
South Dakota
$507K +$29.9K +766 +6%
AT
877
Avalon Trust
New Mexico
$507K
CIC
878
Chilton Investment Company
Connecticut
$505K
IB
879
Intrust Bank
Kansas
$502K +$9.51K +244 +2%
XSC
880
X-Square Capital
Puerto Rico
$497K -$614K -16,035 -55%
EI
881
Ellevest Inc
New York
$494K +$38.2K +980 +8%
QPWM
882
Quadrant Private Wealth Management
Pennsylvania
$485K -$9.16K -235 -2%
HBW
883
Hazlett, Burt & Watson
West Virginia
$485K -$7.51K -193 -2%
CF
884
Centaurus Financial
California
$485K +$92.1K +2,363 +23%
SAM
885
Smartleaf Asset Management
Massachusetts
$485K -$54.7K -1,418 -10%
IA
886
IFP Advisors
Florida
$484K +$151K +3,884 +45%
EWA
887
Exencial Wealth Advisors
Oklahoma
$482K -$4.21K -108 -0.9%
FPWM
888
FSB Premier Wealth Management
Iowa
$475K -$10.8K -276 -2%
TIA
889
Tandem Investment Advisors
South Carolina
$474K +$9.01K +231 +2%
CAM
890
Cidel Asset Management
Ontario, Canada
$473K +$42.6K +1,093 +10%
TYCC
891
Texas Yale Capital Corp
Florida
$472K +$10.9K +280 +2%
KP
892
Keel Point
Alabama
$471K +$6.32K +162 +1%
AWAG
893
ARS Wealth Advisors Group
Florida
$468K -$92.6K -2,376 -17%
WCM
894
Washington Capital Management
Washington
$468K
MAM
895
Montchanin Asset Management
Delaware
$467K +$467K +11,975 New
KWA
896
Kingswood Wealth Advisors
California
$466K -$4.21K -108 -0.9%
GWM
897
Geneos Wealth Management
Colorado
$464K -$27.4K -702 -6%
IRAG
898
Investment Research & Advisory Group
Georgia
$463K -$107K -2,734 -19%
WC
899
Westhampton Capital
North Carolina
$463K -$3.9K -100 -0.8%
PFA
900
Pathway Financial Advisors
Vermont
$462K