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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 %
PA
926
Parallel Advisors
California
$472K +$51.2K +1,198 +12%
FM
927
Foster & Motley
Ohio
$472K +$94K +2,199 +25%
CB
928
CNB Bank
Pennsylvania
$471K -$97.9K -2,290 -17%
BFS
929
Bard Financial Services
Connecticut
$470K -$72.7K -1,700 -13%
HIMC
930
Heritage Investors Management Corp
Maryland
$469K +$469K +10,975 New
CWA
931
Centennial Wealth Advisory
Michigan
$467K +$20.6K +482 +5%
OTL
932
Oak Thistle LLC
New York
$466K +$466K +10,904 New
PL
933
Perpetual Ltd
Australia
$464K
PHWM
934
Pine Harbor Wealth Management
Maryland
$461K +$2.14K +50 +0.5%
AWAP
935
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$461K -$4.45K -104 -1%
TAM
936
Tocqueville Asset Management
New York
$458K
CWC
937
Carolinas Wealth Consulting
North Carolina
$457K +$216K +5,042 +89%
WIC
938
Wilkins Investment Counsel
Massachusetts
$454K
BBA
939
BLB&B Advisors
Pennsylvania
$454K +$454K +10,609 New
Koshinski Asset Management
940
Koshinski Asset Management
Illinois
$453K -$67.2K -1,572 -13%
VA
941
Valmark Advisers
Ohio
$452K +$28.7K +670 +7%
VP
942
Verum Partners
North Carolina
$450K -$2.01K -47 -0.4%
1W
943
1776 Wealth
Georgia
$449K
TPW
944
Transatlantique Private Wealth
New York
$448K -$120K -2,796 -21%
PPC
945
Park Place Capital
Alabama
$448K -$70.1K -1,640 -14%
PCIA
946
Prime Capital Investment Advisors
Kansas
$445K +$11.5K +270 +3%
FFM
947
Forum Financial Management
Illinois
$445K +$3.89K +91 +0.9%
KMWM
948
Keudell/Morrison Wealth Management
Oregon
$444K
BCM
949
Boltwood Capital Management
California
$444K -$48.1K -1,125 -10%
BCWM
950
Bartlett & Co Wealth Management
Ohio
$444K