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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 %
NSB
926
Norway Savings Bank
Maine
$432K -$141K -3,623 -25%
AL
927
Aspiriant LLC
California
$429K -$74.6K -1,914 -15%
BCWM
928
Bartlett & Co Wealth Management
Ohio
$428K +$507 +13 +0.1%
BWP
929
BSW Wealth Partners
Colorado
$428K -$48.4K -1,242 -10%
HL
930
HeadInvest LLC
Maine
$427K -$553K -14,175 -56%
CCWM
931
Cassaday & Co Wealth Management
Virginia
$427K +$3K +77 +0.7%
TAM
932
Tocqueville Asset Management
New York
$424K -$184K -4,731 -30%
NP
933
NorthRock Partners
Minnesota
$424K -$28K -719 -6%
PHWM
934
Pine Harbor Wealth Management
Maryland
$423K
CCA
935
Checchi Capital Advisers
California
$422K +$43.8K +1,123 +12%
FFM
936
Fullerton Fund Management
Singapore
$422K +$422K +10,820 New
First Manhattan
937
First Manhattan
New York
$421K +$302K +7,730 +252%
LCGC
938
Legacy Capital Group California
California
$421K -$16.1K -413 -4%
Nomura Holdings
939
Nomura Holdings
Japan
$415K -$633K -16,246 -60%
WIC
940
Wilkins Investment Counsel
Massachusetts
$414K +$414K +10,620 New
CCM
941
Chiron Capital Management
Florida
$413K -$27.1K -695 -6%
HAG
942
HF Advisory Group
Maryland
$411K +$411K +10,555 New
RBFC
943
Roman Butler Fullerton & Co
Missouri
$411K +$4.8K +126 +1%
KMWM
944
Keudell/Morrison Wealth Management
Oregon
$410K +$49.3K +1,266 +14%
VNA
945
Valley National Advisers
Pennsylvania
$404K +$1.95K +50 +0.5%
SP
946
Successful Portfolios
Florida
$403K +$195 +5 +0%
VP
947
Verum Partners
North Carolina
$402K +$429 +11 +0.1%
FFM
948
Forum Financial Management
Illinois
$401K
GLA
949
Good Life Advisors
Pennsylvania
$399K +$7.06K +181 +2%
HPM
950
Hoxton Planning & Management
West Virginia
$399K +$43.7K +1,122 +12%