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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 %
GIS
1001
Grayhawk Investment Strategies
Alberta, Canada
$317K +$317K +8,583 New
CWM
1002
Congress Wealth Management
Massachusetts
$316K +$316K +8,563 New
IA
1003
IFP Advisors
Florida
$315K -$35.6K -965 -10%
BCM
1004
Birmingham Capital Management
Alabama
$315K
BW
1005
BIP Wealth
Georgia
$315K -$22.7K -614 -7%
CH
1006
Canton Hathaway
Rhode Island
$314K
LAM
1007
LECAP Asset Management
United Kingdom
$314K +$314K +8,501 New
SPC
1008
Sigma Planning Corp
Michigan
$313K -$118K -3,184 -27%
MCC
1009
Malaga Cove Capital
California
$312K
CIM
1010
CIM Investment Management
Pennsylvania
$311K
IFWM
1011
Institute for Wealth Management
Colorado
$311K -$10.6K -286 -3%
SSW
1012
Stone Summit Wealth
Florida
$310K -$59.1K -1,600 -16%
CTC
1013
Central Trust Company
Missouri
$310K -$151K -4,085 -33%
GM
1014
GeoWealth Management
Illinois
$310K +$260K +7,017 +517%
PWM
1015
Perigon Wealth Management
California
$310K +$23.1K +625 +8%
EWA
1016
EP Wealth Advisors
California
$308K +$4.62K +125 +2%
PWMAG
1017
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$307K +8,328 New
CWS
1018
Cypress Wealth Services
California
$307K -$31.8K -860 -9%
SC
1019
Sapient Capital
Indiana
$305K +$305K +8,266 New
NC
1020
NinePointTwo Capital
California
$305K
CAAM
1021
Cornerstone Advisors Asset Management
Pennsylvania
$303K
3IP
1022
3Chopt Investment Partners
Virginia
$303K +$303K +8,198 New
LSAG
1023
Lake Street Advisors Group
New Hampshire
$302K -$73.6K -1,994 -20%
FT
1024
Fiduciary Trust
Massachusetts
$299K +$15.2K +412 +5%
WA
1025
WBH Advisory
Maryland
$298K -$1.7K -46 -0.6%