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Tapestry

588 hedge funds and large institutions have $9.09B invested in Tapestry in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 188 increasing their positions, 244 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

1% more call options, than puts

Call options by funds: $123M | Put options by funds: $122M

0% more funds holding

Funds holding: 586588 (+2)

0.9% less ownership

Funds ownership: 92.47%91.57% (-0.9%)

3% less capital invested

Capital invested by funds: $9.38B → $9.09B (-$294M)

23% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 244

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
588
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
72
Increased
188
Reduced
244
Closed
65
Calls
$123M
Puts
$122M
Net Calls
+$647K
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Artemis Wealth Advisors
New York
$5.18K
SIS
552
Sound Income Strategies
Florida
$5.09K
BIA
553
Bell Investment Advisors
California
$4.96K
LF
554
Lee Financial
Texas
$4.88K -$1.87K -45 -28%
CT
555
Caldwell Trust
Florida
$4.49K +$4.37K +105 New
HIA
556
Harbor Investment Advisory
Maryland
$4.41K
IBOK
557
Independence Bank of Kentucky
Kentucky
$4.28K
PAI
558
Pittenger & Anderson Inc
Nebraska
$4.28K
Loomis, Sayles & Company
559
Loomis, Sayles & Company
Massachusetts
$4K +$3.41K +82 New
CFO
560
CVA Family Office
Colorado
$3.42K -$416 -10 -11%
SWA
561
Sutton Wealth Advisors
Florida
$3.08K +$167 +4 +6%
PS
562
PayPay Securities
Japan
$3.04K -$1.04K -25 -26%
TFGT
563
TS Financial Group (TSFG)
Illinois
$3K
SIC
564
SJS Investment Consulting
Ohio
$2.83K -$42 -1 -1%
DI
565
Disciplined Investments
Oklahoma
$2.23K -$125 -3 -5%
VCM
566
Versant Capital Management
Arizona
$2.18K +$167 +4 +9%
CCP
567
Cunning Capital Partners
North Carolina
$2.16K -$2.1M -50,550 Closed
CMP
568
Coston McIsaac & Partners
Maine
$2K
SIA
569
SkyView Investment Advisors
New Jersey
$2K +$791 +19 +100%
M
570
MOTCO
Texas
$1.84K +$1.79K +43 New
TAM
571
Tucker Asset Management
Colorado
$1.67K
GI
572
Gradient Investments
Minnesota
$1.58K -$9.66K -232 -86%
BWM
573
Baystate Wealth Management
Massachusetts
$1.52K
BAAM
574
Baker Avenue Asset Management
California
$1.46K -$883K -21,219 -100%
WT
575
Washington Trust
Rhode Island
$1.41K -$250 -6 -15%