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TTEC Holdings

206 hedge funds and large institutions have $782M invested in TTEC Holdings in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $899K

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

1% more funds holding

Funds holding: 203206 (+3)

7% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 71

0.85% less ownership

Funds ownership: 38.28%37.43% (-0.85%)

36% less capital invested

Capital invested by funds: $1.22B → $782M (-$440M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
33
Increased
76
Reduced
71
Closed
28
Calls
$2.3M
Puts
$899K
Net Calls
+$1.4M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
176
Riverview Trust Company
Washington
$12K +$15.5K +260 New
TPCW
177
TD Private Client Wealth
New York
$10.4K -$13.9K -234 -50%
BTI
178
Blue Trust Inc
Georgia
$10K +$3.09K +52 +53%
CA
179
Crewe Advisors
Utah
$8K
LFG
180
Larson Financial Group
Missouri
$8K
TWA
181
TCI Wealth Advisors
Arizona
$6K -$7.55K -127 -47%
Bessemer Group
182
Bessemer Group
New Jersey
$5K +$7.02K +118 New
WFA
183
Wipfli Financial Advisors
Wisconsin
$4K +$5.65K +95 New
S
184
SignatureFD
Georgia
$3K -$2.44K -41 -37%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$2K -$8.39K -141 -69%
BIA
186
Bell Investment Advisors
California
$2K
AAP
187
Arax Advisory Partners
Colorado
$2K +$59 +1 +2%
CTC
188
Central Trust Company
Missouri
$1K
GC
189
Globeflex Capital
California
$1K
CAL
190
Capital Advisors Ltd
Ohio
$1K +$357 +6 +67%
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$1K +$773 +13 New
GRP
192
Global Retirement Partners
California
$1K +$833 +14 +100%
JWA
193
JFS Wealth Advisors
Pennsylvania
$1K +$892 +15 +167%
GWS
194
Glassman Wealth Services
Virginia
$1K +$1.13K +19 New
LC
195
Lindbrook Capital
California
$1K +$1.13K +19 +633%
CCM
196
Covington Capital Management
California
$1K +$1.31K +22 New
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.37K +23 New
CFFP
198
Center for Financial Planning
Michigan
$1K +$1.55K +26 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$310 +$79.1K +1,329 +29%
Axa
200
Axa
France
-$3.16M -46,500 Closed

TTEC Hedge Fund Activity: Q3 2022 in Review

206 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TTEC Holdings (TTEC) for Q3 2022, worth a combined $782M — down 36% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TTEC positions and 28 closed out — a net gain of 5 holders — while 76 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.93M. The largest seller was Fiera Capital (Canada), cutting an estimated $20.1M.

  • 206 institutional investors held TTEC Holdings (TTEC) as of Q3 2022, up from 203 in Q2 2022.
  • Funds reported $782M of TTEC Holdings stock for Q3 2022, down 36% quarter-over-quarter.
  • 33 funds opened new TTEC Holdings positions in Q3 2022 and 28 closed out, a net change of +5 holders.
  • The largest TTEC Holdings buyer in Q3 2022 was Morgan Stanley, an estimated $3.93M added.
  • The largest TTEC Holdings seller in Q3 2022 was Fiera Capital (Canada), an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2022.