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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 %
BA
976
Bristlecone Advisors
Washington
$374K -$6.2K -159 -2%
NRI
977
NFP Retirement Inc
California
$373K +$7.45K +191 +2%
RW
978
Rede Wealth
Virginia
$373K -$210K -5,392 -36%
CBFP
979
Cedar Brook Financial Partners
Ohio
$370K +$12.2K +313 +3%
PA
980
Parallel Advisors
California
$365K +$65.1K +1,671 +22%
EHC
981
Everett Harris & Co
California
$362K
PWM
982
Perigon Wealth Management
California
$362K +$35.3K +906 +11%
MC
983
Maverick Capital
Texas
$362K +$362K +9,295 New
KA
984
Kovack Advisors
Florida
$361K -$4.41K -113 -1%
HTC
985
Haverford Trust Company
Pennsylvania
$358K +$1.91K +49 +0.5%
MIM
986
MTM Investment Management
South Carolina
$358K -$106K -2,729 -23%
SAM
987
Summit Asset Management
Tennessee
$357K +$702 +18 +0.2%
VWM
988
Venturi Wealth Management
Texas
$356K +$68.2K +1,750 +24%
SFP
989
Shepherd Financial Partners
Massachusetts
$356K -$59.2K -1,518 -14%
PL
990
Parthenon LLC
Kentucky
$355K -$2.96K -76 -0.8%
HKIM
991
Hayek Kallen Investment Management
Alabama
$353K
BIA
992
Beacon Investment Advisors
Maryland
$353K -$4.83K -124 -1%
GSC
993
Grey Street Capital
Illinois
$352K +$352K +9,034 New
CWA
994
Centennial Wealth Advisory
Michigan
$352K +$3.04K +78 +0.9%
FA
995
Fiducient Advisors
Illinois
$348K -$3.35K -86 -1%
PRC
996
Pearl River Capital
Michigan
$347K +$347K +8,891 New
AFG
997
Atomi Financial Group
New York
$346K +$5.81K +149 +2%
SOS
998
Silver Oak Securities
Tennessee
$345K -$112K -2,876 -25%
IIM
999
INTECH Investment Management
Florida
$344K +$344K +8,830 New
TW
1000
TritonPoint Wealth
Maryland
$344K -$64.1K -1,488 -16%