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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

387 hedge funds and large institutions have $28.5B invested in TD Ameritrade Holding Corp in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 379387 (+8)

8% less capital invested

Capital invested by funds: $31B → $28.5B (-$2.55B)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

39% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $108M

Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
8.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
65
Increased
118
Reduced
143
Closed
55
Calls
$66.1M
Puts
$108M
Net Calls
-$42.1M
Net Calls Change
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Advisors Asset Management
Colorado
$754K -$91.8K -1,541 -10%
FCI
227
Financial Counselors Inc
Kansas
$751K
CI
228
Cavalier Investments
Georgia
$744K +$49K +823 +6%
II
229
IFM Investors
Australia
$738K +$249K +4,188 +45%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$717K -$32.5K -545 -4%
FIM
231
Fruth Investment Management
Texas
$670K
Comerica Bank
232
Comerica Bank
Texas
$669K -$39.6K -664 -5%
Capital Fund Management (CFM)
233
Capital Fund Management (CFM)
France
$652K +$709K +11,908 New
WG
234
Winton Group
United Kingdom
$626K +$12.9K +216 +2%
PAM
235
Panagora Asset Management
Massachusetts
$603K
WAM
236
World Asset Management
Michigan
$579K -$12.4K -209 -2%
RIM
237
Redpoint Investment Management
Australia
$555K -$334K -5,602 -36%
FBB
238
Fulton Breakefield Broenniman
Maryland
$555K -$3.28K -55 -0.5%
IUHSA
239
Itau Unibanco Holding S.A.
Brazil
$554K -$40.7K -684 -6%
CANY
240
Caxton Associates (New York)
New York
$542K +$589K +9,892 New
BC
241
Brinker Capital
Pennsylvania
$540K -$43.4K -729 -7%
ATFA
242
All Terrain Financial Advisors
Minnesota
$538K -$8.94K -150 -2%
MML Investors Services
243
MML Investors Services
Massachusetts
$537K +$12.7K +213 +2%
SI
244
Stephens Inc
Arkansas
$535K +$31.8K +534 +6%
CEP
245
Chicago Equity Partners
Illinois
$518K -$301K -5,060 -35%
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$495K +$31.8K +533 +6%
WKWM
247
Walter & Keenan Wealth Management
Indiana
$493K
PIA
248
Piedmont Investment Advisors
North Carolina
$489K +$532K +8,935 New
NIT
249
NumerixS Investment Technologies
British Columbia, Canada
$488K +$179K +3,000 +52%
CIA
250
CSat Investment Advisory
Michigan
$484K +$527K +8,845 New

AMTD Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2018, worth a combined $28.5B — down 8.2% from $31B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMTD positions and 55 closed out — a net gain of 10 holders — while 118 added to existing stakes and 143 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $298M. The largest seller was BlackRock, cutting an estimated $120M.

  • 387 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2018, up from 379 in Q1 2018.
  • Funds reported $28.5B of TD Ameritrade Holding Corp stock for Q2 2018, down 8.2% quarter-over-quarter.
  • 65 funds opened new TD Ameritrade Holding Corp positions in Q2 2018 and 55 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2018 was Citadel Advisors, an estimated $298M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2018 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2018.