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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
OMCS
251
Old Mutual Customised Solutions
South Africa
$150K +$23.7K +700 +20%
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$124K -$64.4K -1,898 -35%
Nomura Holdings
253
Nomura Holdings
Japan
$121K +$31.3K +923 +38%
TRCT
254
Tower Research Capital (TRC)
New York
$95K +$90.3K +2,663 New
ARC
255
Absolute Return Capital
Massachusetts
$93K +$88.5K +2,608 New
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$61K -$546K -16,100 -90%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$58K
MIP
258
Mondrian Investment Partners
United Kingdom
$57K
DADC
259
D.A. Davidson & Co
Montana
$55K
MAM
260
Mizuho Asset Management
Japan
$38K +$14.7K +434 +68%
SAMC
261
Shinko Asset Management Company
Japan
$34K
Royal London Asset Management
262
Royal London Asset Management
United Kingdom
$24K +$499K +14,700 +28%
JT
263
Jump Trading
Illinois
$20K +$19.1K +563 New
CHC
264
City Holding Co
West Virginia
$15K
VanEck Associates
265
VanEck Associates
New York
$15K +$14.1K +415 New
MFS
266
MSI Financial Services
Massachusetts
$14K
NPC
267
National Planning Corporation
California
$13.7K +$13.6K +400 New
MI
268
Markston International
New York
$11K
GWS
269
Glassman Wealth Services
Virginia
$11K +$10.2K +300 New
PFG
270
Pacific Financial Group
Washington
$11K +$10.2K +300 New
AC
271
Alexandria Capital
Virginia
$9K +$543 +16 +7%
RMAM
272
Raab & Moskowitz Asset Management
New Jersey
$9K +$8.48K +250 New
WTC
273
WhitTier Trust Company
Nevada
$8K
HR
274
Howe & Rusling
New York
$7K -$102 -3 -1%
Envestnet Asset Management
275
Envestnet Asset Management
Illinois
$6K

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.