We are live on ! Find out more
AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

AMTD was delisted on the 5th of October, 2020.

250 hedge funds and large institutions have $6.13B invested in TD Ameritrade Holding Corp in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

96% more call options, than puts

Call options by funds: $386M | Put options by funds: $197M

10% more funds holding

Funds holding: 228250 (+22)

6% more capital invested

Capital invested by funds: $5.78B → $6.13B (+$352M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
8.1%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
41
Increased
78
Reduced
93
Closed
17
Calls
$386M
Puts
$197M
Net Calls
+$189M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenmede Trust
Pennsylvania
$103K +$98.2K +3,696 +1,274%
Federated Hermes
227
Federated Hermes
Pennsylvania
$99K +$2.13K +80 +2%
OMCS
228
Old Mutual Customised Solutions
South Africa
$92K
GH
229
GAM Holding
Switzerland
$92K +$93K +3,500 New
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$68K -$1.22K -46 -2%
TAS
231
TIFF Advisory Services
Pennsylvania
$65K
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$44K
DADC
233
D.A. Davidson & Co
Montana
$40K
SAMC
234
Shinko Asset Management Company
Japan
$31K -$5.32K -200 -14%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$18K
MFS
236
MSI Financial Services
Massachusetts
$10K
MI
237
Markston International
New York
$8K
ST
238
SpiderRock Trading
Illinois
$8K
HNB
239
Huntington National Bank
Ohio
$7K -$6.35K -239 -48%
HR
240
Howe & Rusling
New York
$6K -$505 -19 -8%
WTC
241
WhitTier Trust Company
Nevada
$6K
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$5K
RFA
243
Reilly Financial Advisors
California
$5K
AC
244
Alexandria Capital
Virginia
$5K +$1.75K +66 +57%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$4K -$4.29M -161,314 -100%
TWA
246
TCI Wealth Advisors
Arizona
$4K
SNT
247
Security National Trust
West Virginia
$2K +$2.23K +84 New
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$1K -$282K -10,600 -100%
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$474 +$1.65K +62 +0.3%
HT
250
HAP Trading
New York
-$44.7M -1,680,779 Closed

AMTD Hedge Fund Activity: Q3 2013 in Review

250 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2013, worth a combined $6.13B — up 6.1% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AMTD positions and 17 closed out — a net gain of 24 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $72.4M. The largest seller was Citadel Advisors, cutting an estimated $127M.

  • 250 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2013, up from 228 in Q2 2013.
  • Funds reported $6.13B of TD Ameritrade Holding Corp stock for Q3 2013, up 6.1% quarter-over-quarter.
  • 41 funds opened new TD Ameritrade Holding Corp positions in Q3 2013 and 17 closed out, a net change of +24 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2013 was USS Investment Management, an estimated $72.4M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2013 was Citadel Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2013.