PTC
PTC
620 hedge funds and large institutions have $21.7B invested in PTC in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 239 increasing their positions, 215 reducing their positions, and 57 closing their positions.
63% more call options, than puts
Call options by funds: $36.3M | Put options by funds: $22.2M
30% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 57
11% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 215
10% more capital invested
Capital invested by funds: $19.7B → $21.7B (+$1.98B)
2% more funds holding
Funds holding: 606 → 620 (+14)
1.59% more ownership
Funds ownership: 94.45% → 96.04% (+1.6%)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$354M |
| 2 |
BlackRock
New York
|
+$249M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$232M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$192M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$205M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$180M |
| 3 |
Morgan Stanley
New York
|
-$165M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$65M |
PTC Hedge Fund Activity: Q1 2024 in Review
620 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q1 2024, worth a combined $21.7B — up 10% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new PTC positions and 57 closed out — a net gain of 17 holders — while 239 added to existing stakes and 215 trimmed.
The largest buyer was Nuveen, adding an estimated $354M. The largest seller was Select Equity Group, cutting an estimated $205M.
- 620 institutional investors held PTC (PTC) as of Q1 2024, up from 606 in Q4 2023.
- Funds reported $21.7B of PTC stock for Q1 2024, up 10% quarter-over-quarter.
- 74 funds opened new PTC positions in Q1 2024 and 57 closed out, a net change of +17 holders.
- The largest PTC buyer in Q1 2024 was Nuveen, an estimated $354M added.
- The largest PTC seller in Q1 2024 was Select Equity Group, an estimated $205M sold.
Based on aggregated 13F filings for Q1 2024.