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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

283 hedge funds and large institutions have $13.6B invested in TD Ameritrade Holding Corp in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $7.96B → $13.6B (+$5.63B)

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1% more funds holding

Funds holding: 279283 (+4)

22% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $43.5M

Holders
283
Holders Change
+4
Holders Change %
+1.43%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
107
Reduced
86
Closed
31
Calls
$33.9M
Puts
$43.5M
Net Calls
-$9.61M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthPLAN Partners
Nebraska
$14.2K +$15.2K +500 New
CHC
252
City Holding Co
West Virginia
$12K
VIA
253
Vantage Investment Advisors
Pennsylvania
$11K +$7.55K +248 +165%
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$10K
PCP
255
Proficio Capital Partners
Massachusetts
$10K +$5.93K +195 +133%
GWS
256
Glassman Wealth Services
Virginia
$9K
MI
257
Markston International
New York
$9K
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$9K +$9.89K +325 New
PCM
259
Penserra Capital Management
California
$8K +$3.01K +99 +50%
VCM
260
Vigilant Capital Management
Maine
$8K +$8.4K +276 New
AF
261
Allworth Financial
California
$6K
WTC
262
WhitTier Trust Company
Nevada
$6K
TWA
263
TCI Wealth Advisors
Arizona
$5K
IA
264
IFP Advisors
Florida
$5K +$609 +20 +13%
HR
265
Howe & Rusling
New York
$5K +$943 +31 +22%
AC
266
Alexandria Capital
Virginia
$4K -$2.16K -71 -31%
WAS
267
Winch Advisory Services
Wisconsin
$4K +$3.1K +102 New
DOA
268
D'Orazio & Associates
Virginia
$3K
VCM
269
Versant Capital Management
Arizona
$3K
SI
270
Sentry Investments
Ontario, Canada
$2.01K +$76.1K +2,500 +4%
CAW
271
Cornerstone Advisors (Washington)
Washington
$2K
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$2K
FMP
273
Financial Management Professionals
Texas
$2K
IAS
274
INR Advisory Services
Pennsylvania
$2K
WAS
275
WESPAC Advisors SoCal
California
$1.99K

AMTD Hedge Fund Activity: Q2 2016 in Review

283 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2016, worth a combined $13.6B — up 71% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AMTD positions and 31 closed out — a net gain of 8 holders — while 107 added to existing stakes and 86 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $6.78B. The largest seller was Artisan Partners, cutting an estimated $165M.

  • 283 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2016, up from 279 in Q1 2016.
  • Funds reported $13.6B of TD Ameritrade Holding Corp stock for Q2 2016, up 71% quarter-over-quarter.
  • 39 funds opened new TD Ameritrade Holding Corp positions in Q2 2016 and 31 closed out, a net change of +8 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2016 was Toronto Dominion Bank, an estimated $6.78B added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2016 was Artisan Partners, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2016.