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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 %
FFWM
1226
Future Financial Wealth Management
Ohio
$113K +$113K +2,900 New
AF
1227
Advisornet Financial
Minnesota
$112K +$39.3K +1,007 +54%
FUBT
1228
First United Bank & Trust
Maryland
$111K +$51K +1,309 +86%
MCM
1229
Manchester Capital Management
Vermont
$110K +$65.6K +1,684 +148%
EC
1230
EntryPoint Capital
New York
$110K +$110K +2,815 New
BWP
1231
Baldwin Wealth Partners
Massachusetts
$109K
CFG
1232
CKW Financial Group
Hawaii
$107K
PG
1233
Proffitt & Goodson
Tennessee
$101K
SCM
1234
Silvant Capital Management
Georgia
$101K
GCM
1235
Gables Capital Management
Florida
$98.7K -$13.4K -344 -12%
JWM
1236
Janiczek Wealth Management
Colorado
$98.5K
OC
1237
Oakworth Capital
Alabama
$98.3K +$8.62K +221 +10%
WPA
1238
West Paces Advisors
Georgia
$96.9K -$38.6K -991 -28%
CIR
1239
Clear Investment Research
Georgia
$96.7K
TWC
1240
TD Waterhouse Canada
Ontario, Canada
$91.7K -$67.5K -1,907 -42%
ST
1241
Smithfield Trust
Pennsylvania
$91K
C
1242
Covestor
United Kingdom
$87K -$127K -3,262 -59%
MFC
1243
Mechanics Financial Corp
Ohio
$85.8K -$83.6K -2,145 -49%
GI
1244
Gradient Investments
Minnesota
$85.6K -$27.4K -703 -24%
SN
1245
Sittner & Nelson
Oregon
$84.8K
PB
1246
Pinnacle Bancorp
Nebraska
$82.8K +$7.8K +200 +10%
BFS
1247
Bare Financial Services
Pennsylvania
$80.8K +$2.63K +70 +3%
AEPWM
1248
Atlantic Edge Private Wealth Management
Florida
$78.4K -$4.13K -106 -5%
LFG
1249
Larson Financial Group
Missouri
$77.9K +$936 +24 +1%
CAL
1250
Capital Advisors Ltd
Ohio
$76K +$1.01K +26 +1%