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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 %
CCA
1276
Criterion Capital Advisors
Tennessee
$39.9K
TH
1277
TCTC Holdings
Texas
$39.9K
BCMLT
1278
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.6K +$14.4K +370 +57%
VCM
1279
Versant Capital Management
Arizona
$38.7K
JWA
1280
JFS Wealth Advisors
Pennsylvania
$37.2K
BFS
1281
Burkett Financial Services
South Carolina
$36.3K -$550K -14,115 -94%
AWM
1282
Abound Wealth Management
Tennessee
$35.8K +$780 +20 +2%
MCM
1283
MidAtlantic Capital Management
Virginia
$34K +$639 +15 +2%
MTIC
1284
Missouri Trust & Investment Company
Missouri
$33.3K
POIA
1285
Pin Oak Investment Advisors
Texas
$33K +$26.8K +694 +434%
WAG
1286
Wiser Advisor Group
Arizona
$32.4K +$468 +12 +1%
RA
1287
Rise Advisors
New York
$32K +$32K +822 New
JFGIW
1288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.7K -$79.5K -2,039 -72%
HWM
1289
Horizons Wealth Management
North Carolina
$31.5K
KWAG
1290
Kiely Wealth Advisory Group
North Carolina
$31.3K
OIAM
1291
OFI Invest Asset Management
France
$29.8K -$4.12K -114 -12%
HCP
1292
Hexagon Capital Partners
Arkansas
$29.4K -$1.83K -47 -6%
OWA
1293
Opal Wealth Advisors
New York
$29K +$29K +744 New
MHR
1294
Matthew Hamilton Rosenberg
$28.5K -$38 -1 -0.1%
HF
1295
Halpern Financial
Virginia
$28.2K
USB
1296
Union Savings Bank
Connecticut
$27.5K +$5.85K +150 +27%
NF
1297
Norwood Financial
Pennsylvania
$27.2K
HDIM
1298
Hanson & Doremus Investment Management
Vermont
$27K
AFS
1299
Annapolis Financial Services
Maryland
$26.9K -$118K -3,022 -81%
CA
1300
Crewe Advisors
Utah
$26.7K +$26.7K +686 New