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Truist Financial

1,465 hedge funds and large institutions have $40.6B invested in Truist Financial in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 546 increasing their positions, 561 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+55
Holders Change %
+3.9%
% of All Funds
21.19%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
150
Increased
546
Reduced
561
Closed
81
Calls
$485M
Puts
$347M
Net Calls
+$138M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1126
Altrius Capital Management
North Carolina
$262K -$1.16K -27 -0.4%
S
1127
Sunpointe
Missouri
$261K -$1.07K -25 -0.4%
RIG
1128
RiverFront Investment Group
Virginia
$261K
CAM
1129
CenterStar Asset Management
Illinois
$261K +$261K +6,098 New
AC
1130
Avestar Capital
New York
$259K +$24.9K +582 +11%
IAN
1131
Integrated Advisors Network
Texas
$258K +$258K +6,025 New
EWM
1132
Evermay Wealth Management
Virginia
$255K -$1.28K -30 -0.5%
CRC
1133
Curi RMB Capital
Illinois
$254K -$13.8K -323 -5%
TFA
1134
Transamerica Financial Advisors
Florida
$254K +$103K +2,408 +69%
CM
1135
Cornerstone Management
Georgia
$254K +$17.8K +417 +8%
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$254K -$5.09K -119 -2%
RBC
1137
Romano Brothers & Co
Illinois
$253K
KFC
1138
Klingenstein Fields & Co
New York
$253K
RPA
1139
Rock Point Advisors
Vermont
$251K -$7.49K -175 -3%
SWIG
1140
Strategic Wealth Investment Group
Kentucky
$251K +$7.39K +177 +3%
Empower Advisory Group
1141
Empower Advisory Group
Colorado
$250K -$133K -3,107 -35%
MMM
1142
Mendel Money Management
Illinois
$249K -$2.78K -65 -1%
DOA
1143
D'Orazio & Associates
Virginia
$247K
CA
1144
Calton & Associates
Florida
$247K -$112K -2,618 -31%
STA
1145
Smith Thornton Advisors
Alabama
$247K +$4.58K +107 +2%
HR
1146
Hardy Reed
Mississippi
$246K +$246K +5,762 New
WA
1147
Waddell & Associates
Tennessee
$246K +$246K +5,751 New
BWM
1148
Baron Wealth Management
Michigan
$245K +$813 +19 +0.3%
LF
1149
Lantz Financial
Illinois
$245K +$245K +5,732 New
LC
1150
Lindbrook Capital
California
$244K -$11K -258 -4%