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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

289 hedge funds and large institutions have $21.4B invested in TD Ameritrade Holding Corp in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $159M | Put options by funds: $103M

14% more capital invested

Capital invested by funds: $18.7B → $21.4B (+$2.68B)

4% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 303289 (-14)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
289
Holders Change
-14
Holders Change %
-4.62%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
108
Reduced
104
Closed
41
Calls
$159M
Puts
$103M
Net Calls
+$55.6M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$256K +$16.6K +428 +8%
William Blair & Company
227
William Blair & Company
Illinois
$254K +$229K +5,910 New
GXMC
228
Global X Management Company
New York
$240K +$88.8K +2,286 +69%
Pacer Advisors
229
Pacer Advisors
Pennsylvania
$225K -$32.1K -826 -14%
EMG
230
Ellington Management Group
Connecticut
$224K +$202K +5,200 New
LOAMS
231
Lombard Odier Asset Management (Switzerland)
Switzerland
$220K +$199K +5,126 New
LS
232
Livforsakringsbolaget Skandia
Sweden
$216K
LBA
233
Letko, Brosseau & Associates
Quebec, Canada
$215K +$194K +5,000 New
IUHSA
234
Itau Unibanco Holding S.A.
Brazil
$212K +$177K +4,559 +1,226%
PK
235
Pflug Koory
Nebraska
$205K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$199K +$39.1K +1,008 +28%
AFIA
237
America First Investment Advisors
Nebraska
$193K -$19.4K -500 -10%
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$189K +$155 +4 +0.1%
Federated Hermes
239
Federated Hermes
Pennsylvania
$174K +$7.69K +198 +5%
FAM
240
Fred Alger Management
New York
$173K +$272 +7 +0.2%
CG
241
Cutler Group
California
$167K +$151K +3,894 New
LIA
242
LS Investment Advisors
Michigan
$154K
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$154K +$3.42K +88 +3%
FMT
244
First Mercantile Trust
Tennessee
$150K
VNA
245
Valley National Advisers
Pennsylvania
$140K +$272 +7 +0.2%
Robeco Institutional Asset Management
246
Robeco Institutional Asset Management
Netherlands
$122K
FPFS
247
First Personal Financial Services
North Carolina
$89K +$20.2K +521 +34%
MIP
248
Mondrian Investment Partners
United Kingdom
$69K
PCP
249
Proficio Capital Partners
Massachusetts
$68K -$4.08K -105 -7%
BTIS
250
BB&T Investment Services
North Carolina
$63K +$24.3K +625 +66%

AMTD Hedge Fund Activity: Q2 2017 in Review

289 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2017, worth a combined $21.4B — up 14% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMTD and 29 opened new positions — a net loss of 12 holders — while 104 trimmed existing stakes and 108 added.

The largest buyer was Janus Henderson Group, adding an estimated $789M. The largest seller was Westpac Banking Corp, cutting an estimated $134M.

  • 289 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2017, down from 303 in Q1 2017.
  • Funds reported $21.4B of TD Ameritrade Holding Corp stock for Q2 2017, up 14% quarter-over-quarter.
  • 29 funds opened new TD Ameritrade Holding Corp positions in Q2 2017 and 41 closed out, a net change of -12 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2017 was Janus Henderson Group, an estimated $789M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2017 was Westpac Banking Corp, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2017.