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Truist Financial

1,389 hedge funds and large institutions have $36B invested in Truist Financial in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 436 increasing their positions, 597 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+125
Holders Change %
+9.89%
% of All Funds
20.36%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.25%
New
231
Increased
436
Reduced
597
Closed
86
Calls
$799M
Puts
$319M
Net Calls
+$480M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Shares
Change %
SSG
1251
Summit Securities Group
New York
$48K +$25.8K +700 +117%
LA
1252
LM Advisors
California
$46.1K +$46.1K +1,249 New
PWMG
1253
Private Wealth Management Group
New Jersey
$45.4K +$45.4K +1,230 New
TSWM
1254
Tyler-Stone Wealth Management
Ohio
$43.7K +$665 +18 +2%
MCM
1255
Manchester Capital Management
Vermont
$42.1K +$8.57K +232 +26%
PAM
1256
Paradigm Asset Management
New York
$40K
TFIPS
1257
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.8K +$39.8K +1,077 New
FPFS
1258
First Personal Financial Services
North Carolina
$38.2K
CCA
1259
Criterion Capital Advisors
Tennessee
$37.8K +$37.8K +1,024 New
TH
1260
TCTC Holdings
Texas
$37.8K +$28.4K +768 +301%
GWMIA
1261
Global Wealth Management Investment Advisory
Florida
$36.9K
WIM
1262
Westside Investment Management
California
$36.7K
VCM
1263
Versant Capital Management
Arizona
$36.7K -$5.43K -147 -13%
JWA
1264
JFS Wealth Advisors
Pennsylvania
$35.3K -$2.47K -67 -7%
MIFH
1265
Migdal Insurance & Financial Holdings
Israel
$35K -$99.2K -2,653 -74%
MBFW
1266
Morton Brown Family Wealth
Pennsylvania
$34.1K +$23.9K +649 +236%
NFA
1267
Northwest Financial Advisors
Virginia
$33.6K +$33.6K +909 New
AWM
1268
Abound Wealth Management
Tennessee
$33.1K -$27.7K -750 -46%
OA
1269
Operose Advisors
Wisconsin
$32.8K -$7.79K -211 -19%
HGA
1270
Hobbs Group Advisors
South Carolina
$31.6K +$31.6K +855 New
MTIC
1271
Missouri Trust & Investment Company
Missouri
$31.5K +$21.9K +593 +227%
HWM
1272
Horizons Wealth Management
North Carolina
$31.5K
OIAM
1273
OFI Invest Asset Management
France
$31.5K -$167 -5 -0.5%
KWAG
1274
Kiely Wealth Advisory Group
North Carolina
$30.8K +$30.8K +816 New
WAG
1275
Wiser Advisor Group
Arizona
$30.3K +$30.3K +819 New