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493 hedge funds and large institutions have $10.9B invested in PTC in 2022 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 53

3% more funds holding

Funds holding: 480493 (+13)

0.26% less ownership

Funds ownership: 86.82%86.56% (-0.26%)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

12% less capital invested

Capital invested by funds: $12.4B → $10.9B (-$1.5B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

52% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $30.8M

Holders
493
Holders Change
+13
Holders Change %
+2.71%
% of All Funds
7.78%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
174
Reduced
182
Closed
53
Calls
$14.9M
Puts
$30.8M
Net Calls
-$15.9M
Net Calls Change
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
451
Sageworth Trust Company of South Dakota
South Dakota
$4K -$20.2K -180 -83%
HI
452
Hudock Inc
Pennsylvania
$4K
LWA
453
Lenox Wealth Advisors
New York
$4K +$3.26K +29 +290%
GWS
454
Glassman Wealth Services
Virginia
$3K -$1.46K -13 -33%
SWA
455
SOA Wealth Advisors
New York
$3K
ZIG
456
Zullo Investment Group
Pennsylvania
$3K
PCA
457
Providence Capital Advisors
North Carolina
$3K +$3.37K +30 New
WT
458
Whittier Trust
California
$3K +$3.37K +30 New
TPCW
459
TD Private Client Wealth
New York
$2.91K -$1.46K -13 -33%
SWA
460
Sutton Wealth Advisors
Florida
$2.26K +$2.36K +21 New
TWC
461
TD Waterhouse Canada
Ontario, Canada
$2.13K -$16.9K -150 -88%
EWA
462
EverSource Wealth Advisors
Alabama
$2K -$5.84K -52 -78%
BWM
463
BerganKDV Wealth Management
Minnesota
$2K
CA
464
Clearstead Advisors
Ohio
$2K
FA
465
Fortis Advisors
Pennsylvania
$2K
SIS
466
Sound Income Strategies
Florida
$2K
EW
467
Evoke Wealth
California
$2K +$1.91K +17 New
BFC
468
Bedel Financial Consulting
Indiana
$2K +$2.02K +18 New
CI
469
Cordant Inc
Oregon
$2K +$2.14K +19 New
T
470
TCWP
Ohio
$2K +$3.04K +27 New
APA
471
American Portfolios Advisors
New York
$1.08K -$7.42K -66 -87%
PFBT
472
Parkside Financial Bank & Trust
Missouri
$1K -$1.46K -13 -62%
BBPWM
473
Blue Bell Private Wealth Management
Pennsylvania
$1K -$1.12K -10 -45%
LF
474
Lee Financial
Texas
$1K -$1.12K -10 -53%
AIP
475
Ahrens Investment Partners
Louisiana
$1K