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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

256 hedge funds and large institutions have $7.35B invested in TD Ameritrade Holding Corp in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $403M | Put options by funds: $233M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $6.13B → $7.35B (+$1.22B)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

2% more funds holding

Funds holding: 250256 (+6)

8% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 87

Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
42
Increased
80
Reduced
87
Closed
36
Calls
$403M
Puts
$233M
Net Calls
+$170M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DCMA
226
Daiwa Capital Markets America
New York
$187K +$174K +6,100 New
FNBT
227
FineMark National Bank & Trust
Florida
$168K
EOJOAM
228
E. Ohman J:or Asset Management
Sweden
$124K
Federated Hermes
229
Federated Hermes
Pennsylvania
$115K
Allianz Asset Management
230
Allianz Asset Management
Germany
$110K +$102K +3,594 New
OMCS
231
Old Mutual Customised Solutions
South Africa
$107K
ICM
232
ICC Capital Management
Florida
$95K +$88.3K +3,100 New
CLOS
233
Compagnie Lombard Odier SCmA
Switzerland
$86K +$79.7K +2,800 New
LTFS
234
Ladenburg Thalmann Financial Services
Florida
$79K
MIP
235
Mondrian Investment Partners
United Kingdom
$67K -$68.7M -2,414,100 -100%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$50K -$797 -28 -2%
DADC
237
D.A. Davidson & Co
Montana
$47K
TRCT
238
Tower Research Capital (TRC)
New York
$41K -$249K -8,754 -87%
SAMC
239
Shinko Asset Management Company
Japan
$30K -$6.75K -237 -20%
CHC
240
City Holding Co
West Virginia
$13K +$11.8K +415 New
MFS
241
MSI Financial Services
Massachusetts
$12K
MI
242
Markston International
New York
$9K
WTC
243
WhitTier Trust Company
Nevada
$7K
HR
244
Howe & Rusling
New York
$7K +$541 +19 +9%
AC
245
Alexandria Capital
Virginia
$6K
KCPG
246
Kavar Capital Partners Group
Kansas
$6K +$5.69K +200 New
Envestnet Asset Management
247
Envestnet Asset Management
Illinois
$5K
TWA
248
TCI Wealth Advisors
Arizona
$5K
VIA
249
Vantage Investment Advisors
Pennsylvania
$5K +$4.27K +150 New
SNT
250
Security National Trust
West Virginia
$3K

AMTD Hedge Fund Activity: Q4 2013 in Review

256 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2013, worth a combined $7.35B — up 20% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMTD positions and 36 closed out — a net gain of 6 holders — while 80 added to existing stakes and 87 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $169M. The largest seller was Select Equity Group, cutting an estimated $70.3M.

  • 256 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2013, up from 250 in Q3 2013.
  • Funds reported $7.35B of TD Ameritrade Holding Corp stock for Q4 2013, up 20% quarter-over-quarter.
  • 42 funds opened new TD Ameritrade Holding Corp positions in Q4 2013 and 36 closed out, a net change of +6 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2013 was Baillie Gifford & Co, an estimated $169M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2013 was Select Equity Group, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2013.