616 hedge funds and large institutions have $21.6B invested in PTC in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 213 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+13
Holders Change %
+2.16%
% of All Funds
8.93%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.36%
New
73
Increased
238
Reduced
213
Closed
57
Calls
$36.3M
Puts
$22.2M
Net Calls
+$14.1M
Net Calls Change
+$5.17M
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
526
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.7K +$5.86K +31 +16%
GRP
527
Global Retirement Partners
California
$42.3K +$3.02K +16 +8%
CA
528
CoreCap Advisors
Michigan
$41.8K +$41.8K +221 New
MSWM
529
Mowery & Schoenfeld Wealth Management
Illinois
$37.8K -$1.51K -8 -4%
CFB
530
Cullen/Frost Bankers
Texas
$37.8K
LC
531
Lindbrook Capital
California
$35.5K +$2.46K +13 +7%
RTC
532
Riverview Trust Company
Washington
$34.2K +$34.2K +181 New
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$33.6K +$1.13K +6 +3%
AGWCA
534
Annis Gardner Whiting Capital Advisors
Florida
$32.5K +$29.9K +158 +1,129%
RIL
535
Rothschild Investment LLC
Illinois
$32.3K +$189 +1 +0.6%
QL
536
Quarry LP
New York
$31.4K +$31.4K +166 New
TFIPS
537
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.3K +$28.3K +150 New
HNB
538
Huntington National Bank
Ohio
$27.6K +$751 +4 +3%
SWM
539
Spire Wealth Management
Virginia
$26.6K +$378 +2 +1%
BBHC
540
Brown Brothers Harriman & Co
New York
$26.5K +$26.5K +140 New
PFBT
541
Parkside Financial Bank & Trust
Missouri
$24.6K +$1.7K +9 +7%
FFA
542
First Foundation Advisors
California
$23.4K +$23.4K +124 New
LFA
543
LGT Financial Advisors
Texas
$22.9K
TPCW
544
TD Private Client Wealth
New York
$21.2K
C
545
Covestor
United Kingdom
$20K +$1.33K +7 +7%
CAM
546
Close Asset Management
United Kingdom
$19K
CWP
547
Concord Wealth Partners
Virginia
$18.9K
IA
548
IFP Advisors
Florida
$18.5K +$1.89K +10 +11%
AF
549
Allworth Financial
California
$18.1K +$1.51K +8 +9%
ZB
550
Zions Bancorporation
Utah
$18.1K -$1.13K -6 -6%