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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

287 hedge funds and large institutions have $9.67B invested in TD Ameritrade Holding Corp in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

93% more call options, than puts

Call options by funds: $411M | Put options by funds: $213M

10% more funds holding

Funds holding: 260287 (+27)

9% more capital invested

Capital invested by funds: $8.88B → $9.67B (+$791M)

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
287
Holders Change
+27
Holders Change %
+10.38%
% of All Funds
7.66%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
97
Reduced
93
Closed
22
Calls
$411M
Puts
$213M
Net Calls
+$198M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
226
E. Ohman J:or Asset Management
Sweden
$290K +$136K +4,000 +98%
OIA
227
Optimum Investment Advisors
Illinois
$284K -$30.5K -900 -10%
Rafferty Asset Management
228
Rafferty Asset Management
New York
$274K -$47.1K -1,390 -15%
Two Sigma Advisers
229
Two Sigma Advisers
New York
$273K -$44.1K -1,300 -15%
DILH
230
Dai-ichi Life Holdings
Japan
$267K -$57K -1,681 -18%
DCM
231
Dynamic Capital Management
Jersey
$259K +$245K +7,225 New
IC
232
IKOS CIF
Cyprus
$253K +$240K +7,076 New
GA
233
Greenhaven Associates
New York
$248K
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$240K -$20.3K -600 -8%
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$238K +$226K +6,655 New
AB
236
Amalgamated Bank
New York
$236K +$8.75K +258 +4%
AFIA
237
America First Investment Advisors
Nebraska
$233K -$33.9K -1,000 -13%
GT
238
Glenmede Trust
Pennsylvania
$231K -$101K -2,986 -32%
LIA
239
LS Investment Advisors
Michigan
$228K
CAM
240
Capstone Asset Management
Texas
$221K -$10.2K -300 -5%
Allianz Asset Management
241
Allianz Asset Management
Germany
$219K -$184K -5,428 -47%
SIC
242
Salem Investment Counselors
North Carolina
$217K +$206K +6,067 New
MCC
243
Mid Continent Capital
Illinois
$215K
SRAM
244
Stone Ridge Asset Management
New York
$211K +$200K +5,901 New
SSG
245
Summit Securities Group
New York
$204K +$105K +3,100 +119%
VRS
246
Virginia Retirement Systems
Virginia
$202K +$191K +5,633 New
FNBT
247
FineMark National Bank & Trust
Florida
$196K
IPC
248
Independent Portfolio Consultants
Florida
$193K -$803K -23,680 -81%
Nordea Investment Management
249
Nordea Investment Management
Sweden
$191K
GH
250
GAM Holding
Switzerland
$157K

AMTD Hedge Fund Activity: Q4 2014 in Review

287 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2014, worth a combined $9.67B — up 8.9% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMTD positions and 22 closed out — a net gain of 29 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Artisan Partners, adding an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 287 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2014, up from 260 in Q3 2014.
  • Funds reported $9.67B of TD Ameritrade Holding Corp stock for Q4 2014, up 8.9% quarter-over-quarter.
  • 51 funds opened new TD Ameritrade Holding Corp positions in Q4 2014 and 22 closed out, a net change of +29 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2014 was Artisan Partners, an estimated $273M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2014 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.