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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 %
IFWM
1026
Institute for Wealth Management
Colorado
$326K -$1.99K -51 -0.6%
GI
1027
GAMMA Investing
California
$325K +$39.2K +1,005 +14%
TT
1028
TI-Trust
Illinois
$325K +$325K +8,330 New
LSAG
1029
Lake Street Advisors Group
New Hampshire
$323K +$4.33K +111 +1%
FA
1030
FDx Advisors
Illinois
$323K -$154K -3,951 -32%
FH
1031
FWG Holdings
Florida
$321K +$47K +1,202 +17%
SWM
1032
Selective Wealth Management
Virginia
$320K +$46.9K +1,250 +17%
HF
1033
HRT Financial
New York
$320K -$3.79M -97,376 -92%
CAAM
1034
Cornerstone Advisors Asset Management
Pennsylvania
$320K
FNFDCM
1035
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$319K -$40.9K -1,050 -11%
MFG
1036
Menard Financial Group
Texas
$318K +$318K +8,160 New
XWM
1037
Xcel Wealth Management
Florida
$317K -$104K -2,676 -25%
SC
1038
Sapient Capital
Indiana
$317K -$5.26K -135 -2%
CTC
1039
Central Trust Company
Missouri
$317K -$10.7K -275 -3%
SMA
1040
Sage Mountain Advisors
Georgia
$316K +$4.41K +113 +1%
LIA
1041
LBMC Investment Advisors
Tennessee
$316K +$316K +8,098 New
NL
1042
NWAM LLC
Washington
$315K -$48.2K -1,233 -13%
DWP
1043
Daymark Wealth Partners
Ohio
$315K +$315K +8,071 New
WS
1044
Wedbush Securities
California
$314K +$314K +8,061 New
SB
1045
Simmons Bank
Arkansas
$312K -$195 -5 -0.1%
SSW
1046
Stone Summit Wealth
Florida
$312K -$15.6K -400 -5%
CLOS
1047
Compagnie Lombard Odier SCmA
Switzerland
$312K
APG
1048
Abacus Planning Group
South Carolina
$309K -$71.8K -1,842 -19%
LI
1049
Lafayette Investments
Maryland
$306K -$39K -1,000 -11%
WWM
1050
Wagner Wealth Management
South Carolina
$304K +$897 +23 +0.3%