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Tapestry

624 hedge funds and large institutions have $13.1B invested in Tapestry in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 234 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

7% more capital invested

Capital invested by funds: $12.3B → $13.1B (+$836M)

3% more funds holding

Funds holding: 605624 (+19)

0.76% less ownership

Funds ownership: 91.57%90.81% (-0.76%)

12% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 234

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
624
Holders Change
+19
Holders Change %
+3.14%
% of All Funds
14.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
77
Increased
190
Reduced
234
Closed
52
Calls
$130M
Puts
$148M
Net Calls
-$18.1M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
576
Measured Wealth Private Client Group
New Hampshire
$9K +$8.61K +176 New
FHA
577
Flagship Harbor Advisors
Massachusetts
$8K
WIM
578
Westside Investment Management
California
$7.55K
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
TL
580
TrueWealth LLC
Georgia
$7K
APP
581
Avantax Planning Partners
Iowa
$7K +$6.41K +131 New
AWA
582
Artemis Wealth Advisors
New York
$6.08K
EARNEST Partners
583
EARNEST Partners
Georgia
$6K
GRP
584
Global Retirement Partners
California
$6K
HR
585
Howe & Rusling
New York
$6K
WAP
586
Wealthcare Advisory Partners
Pennsylvania
$6K +$49 +1 +0.8%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.63K +115 New
BWA
588
Burt Wealth Advisors
Maryland
$5K
CAC
589
Certified Advisory Corp
Florida
$5K
QCG
590
Quadrant Capital Group
Ohio
$5K
TCM
591
Tradewinds Capital Management
Washington
$5K
TA
592
Townsend & Associates
Colorado
$5K +$49 +1 +1%
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$5K +$294 +6 +6%
SWM
594
Selective Wealth Management
Virginia
$5K +$4.89K +100 New
WOC
595
West Oak Capital
California
$4.63K +$4.5K +92 New
TPWA
596
TRUE Private Wealth Advisors
Oregon
$4.61K +$4.45K +91 New
MSA
597
Marino Stram & Associates
Massachusetts
$4K
OSNBOA
598
Old Second National Bank of Aurora
Illinois
$4K
Rockefeller Capital Management
599
Rockefeller Capital Management
New York
$4K
LWM
600
Lenox Wealth Management
Ohio
$4K +$10.7K +218 New