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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

276 hedge funds and large institutions have $8.33B invested in TD Ameritrade Holding Corp in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $27.9M

15% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 86

4% less funds holding

Funds holding: 287276 (-11)

15% less capital invested

Capital invested by funds: $9.81B → $8.33B (-$1.48B)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
276
Holders Change
-11
Holders Change %
-3.83%
% of All Funds
7.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
99
Reduced
86
Closed
37
Calls
$94.5M
Puts
$27.9M
Net Calls
+$66.6M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
251
City Holding Co
West Virginia
$13K
ASN
252
Advisory Services Network
Georgia
$12K -$11K -313 -45%
GWS
253
Glassman Wealth Services
Virginia
$10K
MI
254
Markston International
New York
$10K
N
255
Nuveen
North Carolina
$9.1K -$19.8M -564,019 -66%
AC
256
Alexandria Capital
Virginia
$8K
WTC
257
WhitTier Trust Company
Nevada
$7K
HR
258
Howe & Rusling
New York
$7K +$806 +23 +12%
AF
259
Allworth Financial
California
$6K
KCPG
260
Kavar Capital Partners Group
Kansas
$6K
TWA
261
TCI Wealth Advisors
Arizona
$5K
VIA
262
Vantage Investment Advisors
Pennsylvania
$5K
GXMC
263
Global X Management Company
New York
$5K +$736 +21 +17%
FAM
264
Fortaleza Asset Management
Illinois
$4K
WAS
265
Winch Advisory Services
Wisconsin
$4K +$3.54K +101 New
DOA
266
D'Orazio & Associates
Virginia
$3K
FMP
267
Financial Management Professionals
Texas
$3K
CAW
268
Cornerstone Advisors (Washington)
Washington
$3K +$140 +4 +4%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$2K
GWM
270
Gupta Wealth Management
California
$2K
TF
271
Tompkins Financial
New York
$2K
Bessemer Group
272
Bessemer Group
New Jersey
$2K +$1.75K +50 New
IWMPD
273
Integrated Wealth Management (Palm Desert)
California
$1K
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$544 -$1.79K -51 -0.3%
Wellington Management Group
275
Wellington Management Group
Massachusetts
-$7.3M -198,387 Closed

AMTD Hedge Fund Activity: Q3 2015 in Review

276 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2015, worth a combined $8.33B — down 15% from $9.81B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMTD and 27 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 99 added.

The largest buyer was VOYA Investment Management, adding an estimated $103M. The largest seller was JP Morgan Chase, cutting an estimated $163M.

  • 276 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2015, down from 287 in Q2 2015.
  • Funds reported $8.33B of TD Ameritrade Holding Corp stock for Q3 2015, down 15% quarter-over-quarter.
  • 27 funds opened new TD Ameritrade Holding Corp positions in Q3 2015 and 37 closed out, a net change of -10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2015 was VOYA Investment Management, an estimated $103M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2015 was JP Morgan Chase, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2015.