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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 %
MMM
1076
Mendel Money Management
Illinois
$252K +$252K +6,829 New
SJL
1077
Shayne & Jacobs LLC
Tennessee
$251K +$251K +6,804 New
HTIM
1078
Harbour Trust & Investment Management
Indiana
$251K +$251K +6,790 New
HWA
1079
Heartwood Wealth Advisors
Virginia
$250K +$250K +6,784 New
S
1080
Sunpointe
Missouri
$249K +$249K +6,756 New
KC
1081
Kingfisher Capital
North Carolina
$249K -$27.9K -754 -10%
FLI
1082
Family Legacy Inc
South Carolina
$249K +$249K +6,744 New
Fisher Asset Management
1083
Fisher Asset Management
Washington
$248K -$70.4K -1,907 -22%
CBTWT
1084
Community Bank & Trust (Waco, Texas)
Texas
$248K +$17.2K +467 +7%
GCP
1085
GSA Capital Partners
United Kingdom
$247K -$1.54M -41,802 -86%
HWA
1086
HHM Wealth Advisors
Tennessee
$246K -$3.06K -83 -1%
GA
1087
Geller Advisors
New York
$244K -$25.4K -689 -9%
DCBT
1088
Dakota Community Bank & Trust
North Dakota
$243K -$2.58K -70 -1%
FDCDDQ
1089
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K +$51.7K +1,400 +27%
PCA
1090
Prosperity Capital Advisors
Ohio
$242K +$242K +6,545 New
TCMP
1091
Thrive Capital Management (Pennsylvania)
Pennsylvania
$242K -$80.3K -2,174 -25%
FCCM
1092
First City Capital Management
Georgia
$241K +$241K +6,541 New
EWA
1093
EverSource Wealth Advisors
Alabama
$239K +$8.94K +242 +4%
EWM
1094
Evermay Wealth Management
Virginia
$238K -$49.1K -1,329 -17%
ACM
1095
Altrius Capital Management
North Carolina
$237K -$73.8K -1,999 -24%
Empower Advisory Group
1096
Empower Advisory Group
Colorado
$237K +$237K +6,429 New
SWM
1097
Silverlake Wealth Management
Vermont
$237K +$237K +6,419 New
HSA
1098
HBK Sorce Advisory
Pennsylvania
$235K -$99.2K -2,686 -30%
EL
1099
EMFO LLC
Florida
$233K
IGWM
1100
ICA Group Wealth Management
Colorado
$233K +$233K +6,304 New