TFC icon

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 %
RBC
1126
Romano Brothers & Co
Illinois
$231K
AWM
1127
Accurate Wealth Management
Florida
$231K +$231K +6,266 New
KFC
1128
Klingenstein Fields & Co
New York
$230K
YCG
1129
Yeomans Consulting Group
Georgia
$229K -$182K -4,663 -44%
ILI
1130
Invesco LLC (Illinois)
Illinois
$229K -$39.9K -1,024 -15%
AAM
1131
Augustine Asset Management
Florida
$228K +$39 +1 +0%
DWAM
1132
Duncan Williams Asset Management
Tennessee
$228K +$228K +5,842 New
WEG
1133
World Equity Group
Illinois
$227K +$13.7K +351 +6%
S
1134
Sunpointe
Missouri
$226K -$37.5K -961 -14%
DOA
1135
D'Orazio & Associates
Virginia
$225K +$1.09K +28 +0.5%
AA
1136
AlphaMark Advisors
Kentucky
$225K -$7.12K -183 -3%
PWP
1137
Phillips Wealth Planners
Mississippi
$225K +$225K +6,301 New
BWM
1138
Baron Wealth Management
Michigan
$223K +$39 +1 +0%
PMSA
1139
Patrick M. Sweeney & Associates
Illinois
$222K +$39 +1 +0%
CFM
1140
Catalyst Funds Management
Australia
$222K +$222K +5,700 New
KC
1141
Kingfisher Capital
North Carolina
$221K -$42.3K -1,082 -16%
CWC
1142
Carolinas Wealth Consulting
North Carolina
$221K +$17.1K +438 +8%
LF
1143
Lantz Financial
Illinois
$221K +$221K +5,659 New
OFG
1144
Oxford Financial Group
Indiana
$220K +$3.59K +92 +2%
FA
1145
Faithward Advisors
Pennsylvania
$220K
CP
1146
Castleview Partners
Texas
$219K +$51.3K +1,316 +31%
CHA
1147
Carmichael Hill & Associates
Maryland
$217K +$7.45K +191 +4%
SWM
1148
Sugarloaf Wealth Management
Georgia
$217K -$62.8K -1,610 -22%
DI
1149
Diligent Investors
California
$217K -$4.02K -103 -2%
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$217K -$21.3K -546 -9%