558 hedge funds and large institutions have $15.8B invested in PTC in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 236 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
67
Increased
236
Reduced
172
Closed
48
Calls
$57.3M
Puts
$27.8M
Net Calls
+$29.5M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
476
Steward Partners Investment Advisory
New York
$51K +$16K +113 +46%
GRP
477
Global Retirement Partners
California
$46.4K +$6.42K +46 +16%
RMC
478
Resources Management Corp
Connecticut
$43K +$42K +300 +4,286%
TFA
479
Toth Financial Advisory
Virginia
$42.5K
BFPW
480
BOK Financial Private Wealth
Colorado
$38.1K
CI Investments Inc
481
CI Investments Inc
Ontario, Canada
$38K +$1.57K +11 +4%
CLOS
482
Compagnie Lombard Odier SCmA
Switzerland
$33.3K
CFB
483
Cullen/Frost Bankers
Texas
$28.3K
Legacy Financial Group (Iowa)
484
Legacy Financial Group (Iowa)
Iowa
$28.3K +$28.3K +200 New
BCMLT
485
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.7K
RTC
486
Riverview Trust Company
Washington
$25.6K
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$18.1K +$2.13K +15 +13%
TPCW
488
TD Private Client Wealth
New York
$17.3K +$13.3K +94 +336%
LFA
489
LGT Financial Advisors
Texas
$17.1K +$17.1K +121 New
SWM
490
Spire Wealth Management
Virginia
$16.7K +$283 +2 +2%
IUHSA
491
Itau Unibanco Holding S.A.
Brazil
$15.7K -$9.07K -64 -37%
HNB
492
Huntington National Bank
Ohio
$14.5K +$843 +6 +6%
ZB
493
Zions Bancorporation
Utah
$14.5K
CWP
494
Concord Wealth Partners
Virginia
$14.2K
CAM
495
Close Asset Management
United Kingdom
$14K
C
496
Covestor
United Kingdom
$14K +$442 +3 +3%
PTC
497
Private Trust Company
Ohio
$13.9K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$13.3K +$3.68K +26 +38%
BIA
499
Bell Investment Advisors
California
$13.2K
IA
500
IFP Advisors
Florida
$12.2K