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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 %
SAM
1001
Shell Asset Management
Netherlands
$343K -$103K -2,655 -23%
NHT
1002
New Hampshire Trust
New Hampshire
$342K -$85.6K -2,197 -20%
SWS
1003
SYSTM Wealth Solutions
Illinois
$338K -$86.9K -2,230 -20%
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$338K
IDBONY
1005
Israel Discount Bank of New York
New York
$338K -$243K -6,222 -42%
HAM
1006
Harmony Asset Management
Arizona
$337K -$89.7K -2,302 -21%
SC
1007
Searle & Co
Connecticut
$337K
CCT
1008
Capital City Trust
Florida
$336K -$60.4K -1,549 -15%
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$335K +$29.1K +746 +9%
BCM
1010
Birmingham Capital Management
Alabama
$333K
FMP
1011
Financial Management Professionals
Texas
$333K +$38.2K +979 +13%
ACP
1012
Aviance Capital Partners
Florida
$332K +$332K +8,505 New
WI
1013
WrapManager Inc
California
$331K -$41.2K -1,056 -11%
PWMAG
1014
Pinnacle Wealth Management Advisory Group
New Jersey
$331K +$6.47K +166 +2%
PWMG
1015
Prestige Wealth Management Group
New Jersey
$331K +$26.3K +675 +9%
JIC
1016
Johnson Investment Counsel
Ohio
$331K -$7.6K -195 -2%
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$330K +$23.8K +611 +8%
BW
1018
BIP Wealth
Georgia
$330K -$1.95K -50 -0.6%
FAM
1019
Formidable Asset Management
Ohio
$330K +$103K +2,644 +45%
IPWA
1020
International Private Wealth Advisors
California
$330K +$330K +8,472 New
CWS
1021
Cypress Wealth Services
California
$329K +$5.26K +135 +2%
WCM
1022
Winthrop Capital Management
Indiana
$329K -$49K -1,257 -13%
MCC
1023
Malaga Cove Capital
California
$329K
CIM
1024
CIM Investment Management
Pennsylvania
$328K
Capstone Investment Advisors
1025
Capstone Investment Advisors
New York
$326K +$326K +8,372 New