We are live on ! Find out more
AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

294 hedge funds and large institutions have $24.6B invested in TD Ameritrade Holding Corp in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $21.4B → $24.6B (+$3.28B)

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

2% more funds holding

Funds holding: 289294 (+5)

6% more call options, than puts

Call options by funds: $123M | Put options by funds: $116M

Holders
294
Holders Change
+5
Holders Change %
+1.73%
% of All Funds
7.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
36
Increased
107
Reduced
95
Closed
26
Calls
$123M
Puts
$116M
Net Calls
+$6.61M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$282K +$24.5K +546 +10%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$263K +$34.8K +775 +17%
LOAMS
228
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K
LS
229
Livforsakringsbolaget Skandia
Sweden
$245K
LBA
230
Letko, Brosseau & Associates
Quebec, Canada
$244K
Federated Hermes
231
Federated Hermes
Pennsylvania
$243K +$41.3K +921 +23%
SI
232
Stephens Inc
Arkansas
$239K +$220K +4,899 New
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$234K +$54.3K +1,210 +34%
PK
234
Pflug Koory
Nebraska
$233K
IUHSA
235
Itau Unibanco Holding S.A.
Brazil
$224K -$156K -3,485 -71%
FRM
236
Fox Run Management
Connecticut
$220K +$202K +4,500 New
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$214K -$538 -12 -0.3%
GI
238
GAMCO Investors
Connecticut
$203K +$186K +4,150 New
FAM
239
Fred Alger Management
New York
$196K
LIA
240
LS Investment Advisors
Michigan
$175K
AFIA
241
America First Investment Advisors
Nebraska
$171K -$44.8K -1,000 -22%
VNA
242
Valley National Advisers
Pennsylvania
$159K +$224 +5 +0.2%
PCM
243
Prelude Capital Management
New York
$146K +$135K +3,000 New
Robeco Institutional Asset Management
244
Robeco Institutional Asset Management
Netherlands
$138K
GH
245
GAM Holding
Switzerland
$104K -$743K -16,576 -89%
CPP
246
Crow Point Partners
Massachusetts
$102K +$93.6K +2,087 New
FPFS
247
First Personal Financial Services
North Carolina
$101K
ZB
248
Zions Bancorporation
Utah
$84K +$77.5K +1,729 New
MIP
249
Mondrian Investment Partners
United Kingdom
$78K
BTIS
250
BB&T Investment Services
North Carolina
$71K -$23.4K -522 -33%

AMTD Hedge Fund Activity: Q3 2017 in Review

294 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2017, worth a combined $24.6B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMTD positions and 26 closed out — a net gain of 10 holders — while 107 added to existing stakes and 95 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $497M. The largest seller was VOYA Investment Management, cutting an estimated $240M.

  • 294 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2017, up from 289 in Q2 2017.
  • Funds reported $24.6B of TD Ameritrade Holding Corp stock for Q3 2017, up 15% quarter-over-quarter.
  • 36 funds opened new TD Ameritrade Holding Corp positions in Q3 2017 and 26 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2017 was Toronto Dominion Bank, an estimated $497M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2017 was VOYA Investment Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2017.