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Truist Financial

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMG
1001
Clark Capital Management Group
Pennsylvania
$327K +$327K +8,412 New
WBC
1002
Westpac Banking Corp
Australia
$326K -$48.5K -1,248 -13%
CA
1003
Calton & Associates
Florida
$326K +$126K +3,250 +63%
CIM
1004
CIM Investment Management
Pennsylvania
$325K -$2.06K -53 -0.6%
TT
1005
TI-Trust
Illinois
$324K
PWMG
1006
Prestige Wealth Management Group
New Jersey
$323K -$6.22K -160 -2%
MCC
1007
Malaga Cove Capital
California
$323K -$4.55K -117 -1%
FAM
1008
Formidable Asset Management
Ohio
$323K -$6.53K -168 -2%
KA
1009
Kovack Advisors
Florida
$322K -$37.1K -954 -10%
CAAM
1010
Cornerstone Advisors Asset Management
Pennsylvania
$319K
RCAG
1011
Rehmann Capital Advisory Group
Michigan
$319K -$15.5K -400 -5%
CWS
1012
Cypress Wealth Services
California
$318K -$9.83K -253 -3%
NHT
1013
New Hampshire Trust
New Hampshire
$316K -$24.3K -626 -7%
LIA
1014
LBMC Investment Advisors
Tennessee
$315K
AWA
1015
Adapt Wealth Advisors
Georgia
$313K +$66K +1,700 +27%
CI
1016
CX Institutional
Indiana
$313K +$10.2K +263 +3%
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$313K -$16.7K -429 -5%
DWAM
1018
Duncan Williams Asset Management
Tennessee
$312K +$85.5K +2,200 +38%
QI
1019
Qtron Investments
Massachusetts
$312K -$121K -3,116 -28%
GM
1020
GeoWealth Management
Illinois
$312K +$29K +747 +10%
FWCM
1021
Ferguson Wellman Capital Management
Oregon
$311K -$227K -5,836 -42%
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
$311K
EHWM
1023
Eads & Heald Wealth Management
Georgia
$310K +$78K +2,005 +34%
APG
1024
Abacus Planning Group
South Carolina
$310K +$2.06K +53 +0.7%
PCA
1025
Prosperity Capital Advisors
Ohio
$306K -$140K -3,593 -31%