TFC icon

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 %
GWA
951
GGM Wealth Advisors
Maryland
$367K
WA
952
WealthTrust Axiom
Pennsylvania
$367K -$36.2K -980 -9%
SAA
953
Southeast Asset Advisors
Georgia
$361K -$45.3K -1,226 -11%
BA
954
Bristlecone Advisors
Washington
$360K +$17.2K +466 +5%
APG
955
Abacus Planning Group
South Carolina
$360K -$13.6K -367 -4%
CCA
956
Checchi Capital Advisers
California
$359K -$222 -6 -0.1%
NAS
957
Nicolet Advisory Services
Wisconsin
$359K -$160K -4,245 -31%
WCM
958
Winthrop Capital Management
Indiana
$358K +$358K +9,693 New
WBC
959
Westpac Banking Corp
Australia
$356K -$77.5K -2,098 -18%
CIP
960
Convergence Investment Partners
Florida
$354K +$354K +9,588 New
IWM
961
IHT Wealth Management
Illinois
$354K -$87.1K -2,358 -20%
CCA
962
Cobblestone Capital Advisors
New York
$354K -$26.9K -728 -7%
WI
963
WrapManager Inc
California
$353K -$67.9K -1,838 -16%
TW
964
TritonPoint Wealth
Maryland
$350K +$350K +9,467 New
NRI
965
NFP Retirement Inc
California
$346K +$1.7K +46 +0.5%
KA
966
Kovack Advisors
Florida
$346K +$13.3K +361 +4%
EB
967
Eastern Bank
Massachusetts
$344K -$119K -3,220 -26%
EHC
968
Everett Harris & Co
California
$343K -$1.96K -53 -0.6%
CBFP
969
Cedar Brook Financial Partners
Ohio
$343K +$25.1K +673 +8%
NL
970
NWAM LLC
Washington
$343K +$24.6K +667 +8%
PI
971
PEAK6 Investments
Illinois
$343K +$343K +9,279 New
CIC
972
Crawford Investment Counsel
Georgia
$342K -$20K -542 -6%
IFU
973
iSAM Funds (UK)
United Kingdom
$342K +$342K +9,265 New
KMWM
974
Keudell/Morrison Wealth Management
Oregon
$342K -$43.9K -1,190 -11%
FNFDCM
975
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$341K -$2.77K -75 -0.8%