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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 %
PL
951
Perpetual Ltd
Australia
$398K
AFCM
952
Applied Finance Capital Management
Puerto Rico
$398K +$47K +1,206 +13%
THWM
953
Taylor Hoffman Wealth Management
Virginia
$397K -$18.7K -481 -5%
CCG
954
Cypress Capital Group
Florida
$397K +$3.51K +90 +0.9%
T
955
TOBAM
France
$395K +$54.2K +1,389 +16%
STA
956
Summit Trail Advisors
New York
$394K +$5.03K +129 +1%
PI
957
Pettee Investors
Connecticut
$393K -$3.9K -100 -1%
FWM
958
ForthRight Wealth Management
Georgia
$393K
HC
959
Hourglass Capital
Texas
$390K -$390K -10,000 -50%
AAI
960
American Assets Inc
California
$390K
EP
961
Eudaimonia Partners
Tennessee
$389K -$7.99K -205 -2%
WA
962
WealthTrust Axiom
Pennsylvania
$388K
MLA
963
My Legacy Advisors
Oregon
$387K -$390 -10 -0.1%
RS
964
Rakuten Securities
Japan
$387K -$42.5K -1,091 -10%
WTC
965
WhitTier Trust Company
Nevada
$387K -$96.3K -2,471 -20%
NDSI
966
Newman Dignan & Sheerar Inc
Rhode Island
$386K -$9.36K -240 -2%
PCIA
967
Prime Capital Investment Advisors
Kansas
$385K -$15.7K -402 -4%
EH
968
Equitable Holdings
New York
$384K +$40.2K +1,031 +12%
GHA
969
GW Henssler & Associates
Georgia
$383K +$25.8K +663 +7%
SAA
970
Southeast Asset Advisors
Georgia
$381K
VA
971
Valmark Advisers
Ohio
$380K -$126K -3,220 -25%
IWM
972
IHT Wealth Management
Illinois
$379K +$5.5K +141 +1%
BHPW
973
Beverly Hills Private Wealth
California
$377K +$132K +3,380 +54%
WBC
974
Westpac Banking Corp
Australia
$376K -$78 -2 -0%
SAM
975
Secure Asset Management
Michigan
$374K -$127K -3,249 -25%