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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 %
PI
976
Pettee Investors
Connecticut
$413K
SAM
977
Shell Asset Management
Netherlands
$413K +$413K +9,656 New
NRI
978
NFP Retirement Inc
California
$410K +$385 +9 +0.1%
CFG
979
Citizens Financial Group
Rhode Island
$408K +$40.1K +938 +11%
GRQ
980
Gardner Russo & Quinn
Pennsylvania
$408K -$82.3K -1,924 -17%
FMP
981
Financial Management Professionals
Texas
$406K +$6.17K +144 +2%
BJL
982
Brighton Jones LLC
Washington
$406K -$632K -14,775 -61%
RCAG
983
Rehmann Capital Advisory Group
Michigan
$405K +$54.1K +1,265 +15%
FWM
984
ForthRight Wealth Management
Georgia
$405K +$6.29K +147 +2%
QCG
985
Quadrant Capital Group
Ohio
$402K +$898 +21 +0.2%
RW
986
Rede Wealth
Virginia
$398K +$128 +3 +0%
PCA
987
Pallas Capital Advisors
Massachusetts
$397K +$397K +9,139 New
WTC
988
WhitTier Trust Company
Nevada
$397K -$30.9K -723 -7%
HL
989
HeadInvest LLC
Maine
$396K -$37.2K -870 -9%
SAM
990
Summit Asset Management
Tennessee
$393K +$642 +15 +0.2%
BA
991
Ballew Advisors
Mississippi
$393K +$154K +3,616 +65%
PWM
992
Perigon Wealth Management
California
$392K +$9.92K +232 +3%
PL
993
Parthenon LLC
Kentucky
$392K
MIM
994
MTM Investment Management
South Carolina
$391K +$678 +16 +0.2%
EHC
995
Everett Harris & Co
California
$391K
AL
996
Aspiriant LLC
California
$391K +$599 +14 +0.2%
LSAG
997
Lake Street Advisors Group
New Hampshire
$389K +$29.4K +688 +8%
VNA
998
Valley National Advisers
Pennsylvania
$389K -$33.8K -791 -8%
AT
999
Arlington Trust
Alabama
$388K
HKIM
1000
Hayek Kallen Investment Management
Alabama
$387K