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TOST

Overview Fund Activity

439 hedge funds and large institutions have $6.4B invested in Toast in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 158 increasing their positions, 124 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+26
Holders Change %
+6.3%
% of All Funds
6.44%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
102
Increased
158
Reduced
124
Closed
71
Calls
$144M
Puts
$122M
Net Calls
+$22.4M
Net Calls Change
+$43M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$294M
2
MG
2
Meritage Group
California
$70.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$87.3M
4
XL
4
XN LP
New York
$65.5M
5
AM
5
Atreides Management
Massachusetts
$60.9M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$314M
3
Morgan Stanley
3
Morgan Stanley
New York
$124M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$0
5
FAM
5
Fred Alger Management
New York
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHCM
276
Brevan Howard Capital Management
Jersey
$290K +$290K +15,889 New
PA
277
Pinnacle Associates
New York
$288K +$63K +3,450 +28%
IEFM
278
IQ EQ Fund Management
Ireland
$284K +$284K +15,559 New
HI
279
Handelsinvest Investeringsforvaltning
Denmark
$284K +$284K +15,549 New
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$282K – – –
CSPAM
281
Cary Street Partners Asset Management
Virginia
$282K – – –
MF
282
Montis Financial
Massachusetts
$281K +$281K +15,416 New
Allianz Asset Management
283
Allianz Asset Management
Germany
$280K -$110K -6,034 -28%
TC
284
Truvestments Capital
Florida
$275K +$29.7K +1,625 +12%
Teacher Retirement System of Texas
285
Teacher Retirement System of Texas
Texas
$275K -$163K -8,896 -37%
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$269K +$269K +14,751 New
IWM
287
IHT Wealth Management
Illinois
$267K +$267K +14,639 New
PP
288
Prudential plc
United Kingdom
$263K – – –
CC
289
Chicago Capital
Illinois
$262K +$262K +14,323 New
IWA
290
Icon Wealth Advisors
Texas
$257K +$257K +14,095 New
NC
291
NinePointTwo Capital
California
$257K – – –
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$255K +$14.1K +774 +6%
RCG
293
Regatta Capital Group
California
$254K +$254K +13,911 New
FA
294
FDx Advisors
Illinois
$253K +$14.5K +797 +6%
Prudential Financial
295
Prudential Financial
New Jersey
$251K +$40K +2,193 +19%
Walleye Trading
296
Walleye Trading
New York
$250K +$84.6K +4,633 +51%
LA
297
Legacy Advisors
Pennsylvania
$246K -$34.5K -1,888 -12%
WWM
298
Whalen Wealth Management
Nevada
$246K +$246K +13,468 New
FCM
299
Frontier Capital Management
Massachusetts
$238K -$10.2K -556 -4%
SCA
300
STALEY CAPITAL ADVISERS
Pennsylvania
$237K +$237K +12,995 New
10 11
12
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