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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 %
UCI
901
Uncommon Cents Investing
Wisconsin
$419K +$68.2K +1,846 +19%
GSEP
902
Golden State Equity Partners
California
$419K +$21.8K +590 +5%
CCM
903
Chiron Capital Management
Florida
$417K -$151K -4,100 -27%
GRQ
904
Gardner Russo & Quinn
Pennsylvania
$417K +$3.69K +100 +0.9%
KA
905
Klingman & Associates
New York
$414K +$24.4K +661 +6%
LCGC
906
Legacy Capital Group California
California
$414K -$997 -27 -0.2%
QI
907
Qtron Investments
Massachusetts
$412K +$412K +11,154 New
BC
908
Bartlett & Co
Ohio
$409K
BCWM
909
Bartlett & Co Wealth Management
Ohio
$409K
PPWP
910
Premier Path Wealth Partners
New Jersey
$408K +$408K +11,052 New
CAM
911
Cidel Asset Management
Ontario, Canada
$407K +$407K +11,030 New
CGL
912
Clarius Group LLC
Washington
$407K -$44.8K -1,214 -10%
RS
913
Rakuten Securities
Japan
$407K +$407K +11,022 New
BCM
914
Boltwood Capital Management
California
$407K +$19.2K +520 +5%
NHT
915
New Hampshire Trust
New Hampshire
$405K -$55.7K -1,510 -12%
HAM
916
Harmony Asset Management
Arizona
$405K +$405K +10,957 New
RBFC
917
Roman Butler Fullerton & Co
Missouri
$404K +$23.9K +632 +6%
FPAS
918
Focus Partners Advisor Solutions
Missouri
$404K -$25.3K -686 -6%
SWS
919
SYSTM Wealth Solutions
Illinois
$403K -$435K -11,779 -52%
CCWM
920
Cassaday & Co Wealth Management
Virginia
$401K -$10.9K -295 -3%
RL
921
Rogco LP
Oklahoma
$401K -$1.11K -30 -0.3%
PL
922
Perpetual Ltd
Australia
$401K -$92.3K -2,499 -19%
PHWM
923
Pine Harbor Wealth Management
Maryland
$400K +$400K +10,842 New
GC
924
Gratus Capital
Georgia
$400K +$6.24K +169 +2%
XWM
925
Xcel Wealth Management
Florida
$399K -$62.8K -1,701 -14%