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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 %
CSWM
1101
Cassady Schiller Wealth Management
Ohio
$240K
ACM
1102
Altrius Capital Management
North Carolina
$239K -$10.9K -280 -4%
Capstone Investment Advisors
1103
Capstone Investment Advisors
New York
$239K -$86.5K -2,226 -27%
S
1104
Sunpointe
Missouri
$238K +$13.3K +343 +6%
RIG
1105
RiverFront Investment Group
Virginia
$237K
AWAG
1106
ARS Wealth Advisors Group
Florida
$237K -$230K -5,910 -49%
QWP
1107
Quotient Wealth Partners
Texas
$235K -$3.38K -87 -1%
RPA
1108
Rock Point Advisors
Vermont
$235K -$7.77K -200 -3%
GCP
1109
GSA Capital Partners
United Kingdom
$235K -$278K -7,152 -54%
PWPS
1110
Pinnacle Wealth Planning Services
Ohio
$235K -$1.98K -51 -0.8%
EWM
1111
Evermay Wealth Management
Virginia
$233K -$17.4K -449 -7%
LC
1112
Lindbrook Capital
California
$232K -$1.13K -29 -0.5%
BA
1113
Ballew Advisors
Mississippi
$232K
VCM
1114
Virtue Capital Management
Tennessee
$231K +$231K +5,222 New
RBC
1115
Romano Brothers & Co
Illinois
$230K
KFC
1116
Klingenstein Fields & Co
New York
$230K
MMM
1117
Mendel Money Management
Illinois
$229K -$36.5K -940 -14%
SWIG
1118
Strategic Wealth Investment Group
Kentucky
$229K +$229K +5,827 New
TI
1119
Trexquant Investment
Connecticut
$229K +$229K +5,884 New
PCS
1120
Personal CFO Solutions
New Jersey
$228K +$228K +5,869 New
LWA
1121
Lantern Wealth Advisors
New York
$226K +$226K +5,811 New
ILI
1122
Invesco LLC (Illinois)
Illinois
$226K -$2.14K -55 -0.9%
AWA
1123
Aaron Wealth Advisors
Illinois
$225K +$225K +5,787 New
DOA
1124
D'Orazio & Associates
Virginia
$225K
RMDI
1125
R.M. Davis Inc
Maine
$224K +$224K +5,778 New