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TOST

Overview Fund Activity

361 hedge funds and large institutions have $5.44B invested in Toast in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+18
Holders Change %
+5.25%
% of All Funds
5.78%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
69
Increased
128
Reduced
98
Closed
48
Calls
$48.9M
Puts
$40.8M
Net Calls
+$8.1M
Net Calls Change
-$3.08M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$195M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$513M
3
Capital International Investors
3
Capital International Investors
California
$296M
4
Citadel Advisors
4
Citadel Advisors
Florida
$128M
5
EAM
5
Eagle Asset Management
Florida
$56.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$264M
2
GIM
2
Generation Investment Management
United Kingdom
$275M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$81.8M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ellevest Inc
New York
$48.1K -$3.78K -213 -7%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$47K +$22.9K +1,287 +95%
SWM
303
Spire Wealth Management
Virginia
$40.8K +$39K +2,196 +2,196%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$31.1K +$746 +42 +2%
WT
305
Whittier Trust
California
$29.5K +$23.1K +1,303 +365%
SPIA
306
Steward Partners Investment Advisory
New York
$21.3K +$3.55K +200 +20%
GRP
307
Global Retirement Partners
California
$20.9K +$20.7K +1,178 +7,853%
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
$20K -$160 -9 -0.8%
CCA
309
Column Capital Advisors
Indiana
$17.8K – – –
AT
310
Avalon Trust
New Mexico
$17.8K +$17.8K +1,000 New
VCM
311
Versant Capital Management
Arizona
$17.8K +$17.8K +1,000 New
TRCT
312
Tower Research Capital (TRC)
New York
$15K -$130K -7,310 -90%
S
313
SignatureFD
Georgia
$14.1K +$9.25K +521 +192%
MCM
314
Manchester Capital Management
Vermont
$13.1K +$3.16K +178 +32%
CAL
315
Capital Analysts LLC
Pennsylvania
$12K +$2.77K +150 +30%
EL
316
EMFO LLC
Florida
$11.3K – – –
UB
317
UMB Bank
Missouri
$10.6K – – –
AAM
318
Advisors Asset Management
Colorado
$9.64K +$5.2K +293 +117%
AA
319
Ancora Advisors
Ohio
$9.12K – – –
C
320
Covestor
United Kingdom
$9K -$54 -3 -0.6%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$9K – – –
GWM
322
Geneos Wealth Management
Colorado
$8.88K – – –
HI
323
Harbour Investments
Wisconsin
$8.88K +$4.44K +250 +100%
NL
324
NVWM LLC
Pennsylvania
$8.88K +$8.88K +500 New
Loomis, Sayles & Company
325
Loomis, Sayles & Company
Massachusetts
$8K +$5.14K +275 +180%
11 12
13
14 15