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TD Synnex

461 hedge funds and large institutions have $8.61B invested in TD Synnex in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 184 increasing their positions, 144 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 144

1.94% more ownership

Funds ownership: 84.35%86.3% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $8.65B → $8.61B (-$42.1M)

5% less funds holding

Funds holding: 484461 (-23)

15% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 68

34% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $3.99M

Holders
461
Holders Change
-23
Holders Change %
-4.75%
% of All Funds
6.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
58
Increased
184
Reduced
144
Closed
68
Calls
$2.65M
Puts
$3.99M
Net Calls
-$1.34M
Net Calls Change
-$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$12.2K +$6.59K +55 +112%
BIA
402
Bell Investment Advisors
California
$12K -$2.04K -17 -14%
EWP
403
Elevation Wealth Partners
California
$11.4K
SWM
404
Spire Wealth Management
Virginia
$11.4K +$5.51K +46 +90%
CTC
405
Central Trust Company
Missouri
$11.1K +$4.91K +41 +76%
CAL
406
Capital Advisors Ltd
Ohio
$11K -$106K -887 -91%
Q1WB
407
Quest 10 Wealth Builders
Virginia
$10.6K +$10.8K +90 New
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$4.43K -37 -30%
MG
409
Mather Group
Illinois
$10.1K +$3.23K +27 +46%
HWM
410
Hemington Wealth Management
Virginia
$10K +$1.68K +14 +19%
MA
411
MCF Advisors
Kentucky
$9.97K
SO
412
Sierra Ocean
California
$9.85K +$10.1K +84 New
CA
413
Clearstead Advisors
Ohio
$9.5K -$7.78K -65 -45%
HWP
414
Highline Wealth Partners
California
$9.27K
HPC
415
HM Payson & Co
Maine
$7.51K
HI
416
Harbour Investments
Wisconsin
$7.51K +$1.08K +9 +16%
SMAM
417
Sugar Maple Asset Management
Wisconsin
$7.51K +$7.66K +64 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$7.16K +$359 +3 +5%
ST
419
Smithfield Trust
Pennsylvania
$7K
Mitsubishi UFJ Asset Management
420
Mitsubishi UFJ Asset Management
Japan
$6.72K
CT
421
Caldwell Trust
Florida
$6.57K
DJSG
422
D.J. St. Germain
Massachusetts
$6.57K
GWM
423
Geneos Wealth Management
Colorado
$6.1K -$838 -7 -12%
TWD
424
True Wealth Design
Ohio
$6.1K
OSNBOA
425
Old Second National Bank of Aurora
Illinois
$5.98K -$5.99K -50 -50%