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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 %
SHFA
1176
SC&H Financial Advisors
Maryland
$202K +$202K +5,183 New
AC
1177
ASB Consultores
Florida
$202K +$202K +5,180 New
DWA
1178
Delap Wealth Advisory
Oregon
$202K +$202K +5,180 New
GL
1179
Graypoint LLC
New York
$201K -$19.6K -503 -9%
CA
1180
Calton & Associates
Florida
$200K -$195K -5,000 -49%
RIM
1181
Reliant Investment Management
Tennessee
$200K +$200K +5,139 New
RB
1182
Renasant Bank
Mississippi
$200K +$200K +5,135 New
C
1183
Certuity
Florida
$200K -$19.6K -502 -9%
TFA
1184
Toth Financial Advisory
Virginia
$198K +$50.9K +1,307 +35%
AWM
1185
Avior Wealth Management
Nebraska
$192K +$45.3K +1,163 +31%
SS
1186
Sunbelt Securities
Texas
$189K +$4.72K +121 +3%
HB
1187
Horizon Bancorp
Indiana
$187K +$1.68K +43 +0.9%
AGWCA
1188
Annis Gardner Whiting Capital Advisors
Florida
$183K +$10.8K +277 +6%
RIA
1189
Realta Investment Advisors
Delaware
$179K -$111K -2,849 -38%
DCBT
1190
Dakota Community Bank & Trust
North Dakota
$177K -$79.8K -2,048 -31%
CWM
1191
CarsonAllaria Wealth Management
Illinois
$176K -$22.3K -571 -11%
PIM
1192
Plato Investment Management
Australia
$172K +$60.7K +1,556 +54%
HFM
1193
Hartford Financial Management
Connecticut
$171K
AT
1194
Arlington Trust
Alabama
$169K -$1.44K -37 -0.8%
CBT
1195
Central Bank & Trust
Kentucky
$168K
BG
1196
Bollard Group
Massachusetts
$164K +$2.37K +61 +1%
ACA
1197
American Capital Advisory
Idaho
$151K +$13.3K +390 +10%
DMBA
1198
Deseret Mutual Benefit Administrators
Utah
$150K +$11.4K +293 +8%
HI
1199
Harbour Investments
Wisconsin
$147K -$48.6K -1,246 -25%
SIS
1200
Sound Income Strategies
Florida
$146K -$38.1K -978 -21%