PTC
621 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, 238 increasing their positions, 216 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 capital invested
Capital invested by funds: $19.6B → $21.7B (+$2.12B)
10% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 216
2% more funds holding
Funds holding: 607 → 621 (+14)
2.27% more ownership
Funds ownership: 93.77% → 96.04% (+2.3%)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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 |
Balyasny Asset Management
Chicago,
Illinois
|
-$95M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$65M |
| 5 |
Millennium Management
New York
|
-$58.8M |
PTC Hedge Fund Activity: Q1 2024 in Review
621 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q1 2024, worth a combined $21.7B — up 11% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new PTC positions and 57 closed out — a net gain of 17 holders — while 238 added to existing stakes and 216 trimmed.
The largest buyer was Nuveen, adding an estimated $354M. The largest seller was Select Equity Group, cutting an estimated $205M.
- 621 institutional investors held PTC (PTC) as of Q1 2024, up from 607 in Q4 2023.
- Funds reported $21.7B of PTC stock for Q1 2024, up 11% 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.