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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 %
CG
1451
Cutler Group
California
-$510K -13,840 Closed
LA
1452
Lindenwold Advisors
Pennsylvania
-$483K -13,072 Closed
WWA
1453
WCG Wealth Advisors
Nevada
-$478K -12,934 Closed
FFN
1454
Focus Financial Network
Minnesota
-$385K -10,417 Closed
GWA
1455
GGM Wealth Advisors
Maryland
-$367K -9,708 Closed
EB
1456
Eastern Bank
Massachusetts
-$344K -9,316 Closed
SCM
1457
Sollinda Capital Management
Florida
-$332K -9,004 Closed
JFL
1458
Jarislowsky, Fraser Ltd
Quebec, Canada
-$328K -8,894 Closed
GIS
1459
Grayhawk Investment Strategies
Alberta, Canada
-$317K -8,583 Closed
CWM
1460
Congress Wealth Management
Massachusetts
-$316K -8,563 Closed
3IP
1461
3Chopt Investment Partners
Virginia
-$303K -8,198 Closed
MCCP
1462
Mission Creek Capital Partners
California
-$296K -8,019 Closed
BTW
1463
Boston Trust Walden
Massachusetts
-$282K -7,645 Closed
SIC
1464
Samalin Investment Counsel
New York
-$277K -7,513 Closed
MM
1465
MQS Management
New York
-$258K -6,990 Closed
VF
1466
Virtu Financial
New York
-$257K -6,954 Closed
SJL
1467
Shayne & Jacobs LLC
Tennessee
-$251K -6,804 Closed
TCMP
1468
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$242K -6,543 Closed
SWM
1469
Silverlake Wealth Management
Vermont
-$237K -6,419 Closed
PCM
1470
Princeton Capital Management
New Jersey
-$233K -6,299 Closed
CWM
1471
Curi Wealth Management
North Carolina
-$218K -5,914 Closed
PWP
1472
Precedent Wealth Partners
Texas
-$218K -5,914 Closed
SCA
1473
Southern Capital Advisors
Tennessee
-$216K -5,840 Closed
CA
1474
CSM Advisors
Pennsylvania
-$210K -5,691 Closed
NRA
1475
NSI Retail Advisors
Pennsylvania
-$210K -5,691 Closed