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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
AIM
151
Allen Investment Management
New York
$1.37M
CAM
152
Crestone Asset Management
Colorado
$1.35M -$96.5K -4,892 -6%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$1.34M +$22.8K +1,156 +2%
ASRS
154
Arizona State Retirement System
Arizona
$1.29M +$62.9K +3,189 +5%
Amundi
155
Amundi
France
$1.29M +$262K +13,272 +20%
IMC Chicago
156
IMC Chicago
Illinois
$1.26M +$765K +38,765 +121%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$1.23M +$5.88K +298 +0.4%
SLAM
158
Swiss Life Asset Management
$1.17M +$1.3M +65,941 New
MC
159
Maverick Capital
Texas
$1.15M +$1.28M +65,040 New
Russell Investments Group
160
Russell Investments Group
United Kingdom
$1.15M -$315K -15,990 -20%
BWA
161
BDO Wealth Advisors
Florida
$1.14M -$394K -20,000 -24%
TCM
162
Teza Capital Management
Illinois
$1.12M +$1.25M +63,239 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$1.04M +$78.6K +3,984 +7%
TWM
164
Trevian Wealth Management
Massachusetts
$1.03M -$986 -50 -0.1%
LPL Financial
165
LPL Financial
California
$1.03M +$306K +15,507 +37%
GW
166
GW & Wade
Massachusetts
$1M
Nomura Asset Management
167
Nomura Asset Management
Japan
$996K
BAM
168
Blueshift Asset Management
New Jersey
$967K +$682K +34,595 +174%
FAF
169
Fjarde Ap-fonden
Sweden
$966K +$1.07M +54,400 New
AB
170
Amalgamated Bank
New York
$946K -$93.5K -4,742 -8%
TAF
171
Tredje AP-fonden
Sweden
$944K +$66.7K +3,384 +7%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$941K +$574K +29,120 +122%
BM
173
Bridger Management
New York
$935K
ML
174
McAdam LLC
Pennsylvania
$915K +$1.02M +51,549 New
RJA
175
Raymond James & Associates
Florida
$905K +$712K +36,122 +243%

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.