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364 hedge funds and large institutions have $5.44B invested in Toast in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

32% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 98

20% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $40.8M

6% more funds holding

Funds holding: 345364 (+19)

1% more capital invested

Capital invested by funds: $5.41B → $5.44B (+$28.6M)

4.05% less ownership

Funds ownership: 89.76%85.71% (-4.1%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
364
Holders Change
+19
Holders Change %
+5.51%
% of All Funds
5.8%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
70
Increased
129
Reduced
98
Closed
48
Calls
$48.9M
Puts
$40.8M
Net Calls
+$8.1M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
226
Allianz Asset Management
Germany
$418K
SMDAM
227
Sumitomo Mitsui DS Asset Management
Japan
$413K +$1.2K +61 +0.3%
Truist Financial
228
Truist Financial
North Carolina
$406K -$36.8K -1,864 -8%
Connor, Clark & Lunn Investment Management (CC&L)
229
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$401K +$446K +22,597 New
OTL
230
Oak Thistle LLC
New York
$400K +$444K +22,528 New
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$397K +$18.3K +928 +4%
SI
232
Stephens Inc
Arkansas
$394K +$9.92K +503 +2%
CA
233
Clearstead Advisors
Ohio
$393K -$43.6K -2,209 -9%
AWM
234
AE Wealth Management
Kansas
$392K +$436K +22,105 New
TFA
235
Trinity Financial Advisors
Ohio
$388K -$10.3K -520 -2%
AWM
236
Apollon Wealth Management
South Carolina
$367K +$64.6K +3,275 +19%
ECG
237
EPIQ Capital Group
California
$367K -$98.6K -5,000 -19%
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$356K
CAM
239
Cresset Asset Management
Illinois
$350K +$89.1K +4,520 +30%
BC
240
Brookfield Corp
Ontario, Canada
$350K -$2.34M -118,480 -86%
EMPI
241
Elo Mutual Pension Insurance
Finland
$349K +$19.2K +974 +5%
American Century Companies
242
American Century Companies
Missouri
$342K +$41.3K +2,094 +12%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$331K +$2.84K +144 +0.8%
Osaic Holdings
244
Osaic Holdings
Arizona
$329K +$118K +5,959 +47%
VPIM
245
Vanguard Personalized Indexing Management
California
$328K -$145K -7,330 -28%
WBC
246
Westpac Banking Corp
Australia
$317K
Corient Private Wealth
247
Corient Private Wealth
Florida
$315K +$350K +17,728 New
CCMG
248
Clark Capital Management Group
Pennsylvania
$309K
CSPAM
249
Cary Street Partners Asset Management
Virginia
$305K
Verition Fund Management
250
Verition Fund Management
Connecticut
$302K -$202K -10,225 -38%

TOST Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2023, worth a combined $5.44B — up 0.53% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TOST positions and 48 closed out — a net gain of 22 holders — while 129 added to existing stakes and 98 trimmed.

The largest buyer was Abdiel Capital Advisors, opening a new position worth an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $235M.

  • 364 institutional investors held Toast (TOST) as of Q1 2023, up from 345 in Q4 2022.
  • Funds reported $5.44B of Toast stock for Q1 2023, up 0.53% quarter-over-quarter.
  • 70 funds opened new Toast positions in Q1 2023 and 48 closed out, a net change of +22 holders.
  • The largest Toast buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $217M added.
  • The largest Toast seller in Q1 2023 was T. Rowe Price Associates, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2023.