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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 %
CWM
1026
Centurion Wealth Management
Virginia
$297K +$16.2K +439 +6%
MCCP
1027
Mission Creek Capital Partners
California
$296K -$59.9K -1,623 -17%
SB
1028
Simmons Bank
Arkansas
$296K -$98.9K -2,678 -25%
CLOS
1029
Compagnie Lombard Odier SCmA
Switzerland
$295K
SMA
1030
Sage Mountain Advisors
Georgia
$295K +$960 +26 +0.3%
CI
1031
Conning Inc
Connecticut
$292K +$3.88K +105 +1%
MCWS
1032
McKinley Carter Wealth Services
West Virginia
$292K -$80.3K -2,176 -22%
PIP
1033
Peachtree Investment Partners
Florida
$291K -$10.4K -282 -3%
LAS
1034
Lloyd Advisory Services
Georgia
$291K +$291K +7,878 New
PFBT
1035
Parkside Financial Bank & Trust
Missouri
$290K +$62.4K +1,690 +27%
ECM
1036
Evergreen Capital Management
Washington
$290K -$352K -9,530 -55%
RCAG
1037
Rehmann Capital Advisory Group
Michigan
$290K +$29.8K +808 +11%
PWMG
1038
Prestige Wealth Management Group
New Jersey
$288K +$282K +7,640 +4,468%
WWM
1039
Wagner Wealth Management
South Carolina
$287K -$2.84K -77 -1%
CI
1040
CX Institutional
Indiana
$285K +$285K +7,731 New
PA
1041
Parallel Advisors
California
$284K +$84.4K +2,286 +42%
BTW
1042
Boston Trust Walden
Massachusetts
$282K -$136K -3,695 -33%
AF
1043
Aldebaran Financial
$282K -$4.25K -115 -1%
1SB
1044
1ST Source Bank
Indiana
$281K -$79.2K -2,144 -22%
AWM
1045
Aprio Wealth Management
Georgia
$281K -$47K -1,272 -14%
HIGP
1046
Hill Investment Group Partners
Missouri
$279K -$187K -5,056 -40%
FMP
1047
Financial Management Professionals
Texas
$279K +$76K +2,059 +37%
DE
1048
Day & Ennis
Georgia
$278K +$11.5K +311 +4%
WC
1049
Waterloo Capital
Texas
$278K +$278K +7,519 New
SIC
1050
Samalin Investment Counsel
New York
$277K -$5.06K -137 -2%