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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 %
CA
1351
CoreCap Advisors
Michigan
$8.77K +$8.77K +225 New
M
1352
MOTCO
Texas
$8.69K
IHWM
1353
Iron Horse Wealth Management
Iowa
$8.65K
WIA
1354
Wetzel Investment Advisors
Indiana
$8.61K
SNB
1355
Security National Bank
Nebraska
$8.38K +$8.38K +215 New
SOW
1356
State of Wyoming
Wyoming
$8.11K +$8.11K +208 New
FCAS
1357
First Command Advisory Services
Texas
$7.95K -$11.2K -342 -58%
PCMC
1358
Planning Capital Management Corporation
Pennsylvania
$7.6K +$1.29K +33 +20%
MFA
1359
McClarren Financial Advisors
Pennsylvania
$7K +$88 +2 +1%
OP
1360
ORG Partners
Indiana
$6.94K +$3.3K +86 +91%
PMFA
1361
Plante Moran Financial Advisors
Michigan
$6.74K -$8.62K -221 -56%
S
1362
Sachetta
Massachusetts
$6.72K
HCM
1363
Hollencrest Capital Management
California
$6.55K
KFI
1364
Key Financial Inc
Pennsylvania
$6.08K
CIAS
1365
CBIZ Investment Advisory Services
Ohio
$6.01K +$6.01K +154 New
FGA
1366
Fortis Group Advisors
New Jersey
$5.85K -$5.85K -150 -50%
FFO
1367
Fortitude Family Office
Arizona
$5.18K
PO
1368
Private Ocean
California
$5.11K +$5.11K +131 New
DF
1369
Dunhill Financial
United Kingdom
$5.07K +$974 +25 +24%
AW
1370
Avion Wealth
Texas
$5K -$127 -3 -2%
SIA
1371
Sit Investment Associates
Minnesota
$5K
NCM
1372
Northwest Capital Management
Oregon
$4.8K
CPG
1373
Cornerstone Planning Group
New Jersey
$4.74K -$39 -1 -0.8%
FGAM
1374
Financial Gravity Asset Management
Texas
$4.42K -$23.7K -606 -84%
RL
1375
Rogco LP
Oklahoma
$4.13K -$419K -10,746 -99%