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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 %
PPWP
901
Premier Path Wealth Partners
New Jersey
$461K +$30.4K +779 +7%
CIC
902
Crawford Investment Counsel
Georgia
$459K +$97.9K +2,512 +27%
Focus Partners Wealth
903
Focus Partners Wealth
Massachusetts
$458K +$458K +11,745 New
UCB
904
United Community Bank
South Carolina
$457K +$218K +5,746 +91%
FTC
905
Farmers Trust Company
Ohio
$456K -$19.5K -500 -4%
SWM
906
Sculati Wealth Management
Michigan
$454K
LIM
907
Longfellow Investment Management
Massachusetts
$454K +$3.08K +79 +0.7%
NB
908
NBT Bank
New York
$453K -$20.7K -532 -4%
TL
909
Tradewinds LLC
North Carolina
$452K +$452K +11,603 New
AIC
910
Archer Investment Corporation
Indiana
$451K +$443K +11,370 +5,466%
ICA
911
Infrastructure Capital Advisors
New York
$451K -$2.1M -54,000 -82%
BCM
912
Boltwood Capital Management
California
$449K +$19.3K +495 +4%
GT
913
Greenleaf Trust
Michigan
$448K -$105K -2,700 -19%
PCA
914
Prosperity Capital Advisors
Ohio
$448K +$192K +4,936 +75%
AWAP
915
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$445K -$1.72K -44 -0.4%
GRQ
916
Gardner Russo & Quinn
Pennsylvania
$444K +$3.66K +94 +0.8%
LOPW
917
Live Oak Private Wealth
North Carolina
$443K -$2.34K -60 -0.5%
Koshinski Asset Management
918
Koshinski Asset Management
Illinois
$443K +$443K +11,352 New
KA
919
Klingman & Associates
New York
$439K +$1.75K +45 +0.4%
CGL
920
Clarius Group LLC
Washington
$439K +$9K +231 +2%
CAMV
921
Concord Asset Management (Virginia)
Virginia
$437K -$33K -846 -7%
UCI
922
Uncommon Cents Investing
Wisconsin
$436K -$5.85K -150 -1%
QI
923
Qtron Investments
Massachusetts
$435K
1W
924
1776 Wealth
Georgia
$435K -$13.2K -339 -3%
ANBTV
925
American National Bank & Trust (Virginia)
Virginia
$434K +$434K +11,137 New