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Truist Financial

1,465 hedge funds and large institutions have $40.6B invested in Truist Financial in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 546 increasing their positions, 561 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+55
Holders Change %
+3.9%
% of All Funds
21.19%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
150
Increased
546
Reduced
561
Closed
81
Calls
$485M
Puts
$347M
Net Calls
+$138M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
876
Chemung Canal Trust
New York
$573K
PCM
877
Penserra Capital Management
California
$571K -$4.69K -110 -0.8%
MMPW
878
Mitchell McLeod Pugh & Williams
Alabama
$562K
OF
879
Outfitter Financial
Maine
$562K -$83.2K -1,946 -13%
SACTSONJ
880
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K
GT
881
Greenleaf Trust
Michigan
$560K +$34K +795 +6%
SOS
882
Silver Oak Securities
Tennessee
$560K +$86.3K +2,030 +18%
FIM
883
Freedom Investment Management
Connecticut
$558K -$30.8K -720 -5%
WAAG
884
Wealth Alliance Advisory Group
Kansas
$556K
AT
885
Avalon Trust
New Mexico
$556K
CIC
886
Chilton Investment Company
Connecticut
$554K
XSC
887
X-Square Capital
Puerto Rico
$552K -$1.41K -33 -0.3%
QPWM
888
Quadrant Private Wealth Management
Pennsylvania
$552K -$7.53K -176 -1%
HWAM
889
Hennion & Walsh Asset Management
New Jersey
$550K -$236K -5,511 -30%
NP
890
NorthRock Partners
Minnesota
$550K +$37.2K +869 +7%
MW
891
Marcum Wealth
Ohio
$548K -$28.7K -671 -5%
VDI
892
Vaughan David Investments
Illinois
$547K -$60.6K -1,418 -10%
GLA
893
Good Life Advisors
Pennsylvania
$546K +$91.7K +2,143 +20%
CBTWT
894
Community Bank & Trust (Waco, Texas)
Texas
$545K +$135K +3,155 +33%
PIM
895
Plato Investment Management
Australia
$544K +$264K +6,184 +95%
HTC
896
Haverford Trust Company
Pennsylvania
$540K +$42.7K +998 +9%
EWM
897
Evercore Wealth Management
New York
$539K -$83.2K -1,945 -13%
CCA
898
Checchi Capital Advisers
California
$538K +$52.1K +1,219 +11%
UCI
899
Uncommon Cents Investing
Wisconsin
$536K
DWT
900
Dorsey & Whitney Trust
South Dakota
$534K -$4.53K -106 -0.8%