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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

289 hedge funds and large institutions have $21.4B invested in TD Ameritrade Holding Corp in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $159M | Put options by funds: $103M

14% more capital invested

Capital invested by funds: $18.7B → $21.4B (+$2.68B)

4% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 303289 (-14)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
289
Holders Change
-14
Holders Change %
-4.62%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
108
Reduced
104
Closed
41
Calls
$159M
Puts
$103M
Net Calls
+$55.6M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
251
ETF Managers Group
New Jersey
$54K +$48.5K +1,249 New
IPC
252
Independent Portfolio Consultants
Florida
$50K -$32.6K -839 -42%
AIP
253
Ameritas Investment Partners
Nebraska
$48K
TSW
254
Thompson Siegel & Walmsley
Virginia
$47K +$42.6K +1,097 New
AG
255
Advisor Group
Arizona
$42K -$14.8K -380 -27%
AF
256
Allworth Financial
California
$34K
PA
257
Parallel Advisors
California
$29K -$1.36K -35 -5%
CAW
258
Cornerstone Advisors (Washington)
Washington
$29K +$388 +10 +2%
SFG
259
SevenBridge Financial Group
Pennsylvania
$26K
YWP
260
YorkBridge Wealth Partners
New York
$22K
CHC
261
City Holding Co
West Virginia
$18K
DSN
262
D. Scott Neal
Kentucky
$17K -$31.1K -800 -67%
MI
263
Markston International
New York
$13K
OFW
264
Omnia Family Wealth
Florida
$13K
CTC
265
Central Trust Company
Missouri
$13K +$9.63K +248 +413%
PCM
266
Penserra Capital Management
California
$11K -$1.1M -28,361 -99%
ASN
267
Advisory Services Network
Georgia
$11K -$738 -19 -7%
IA
268
IFP Advisors
Florida
$11K
VIA
269
Vantage Investment Advisors
Pennsylvania
$11K
WTC
270
WhitTier Trust Company
Nevada
$9K
TRCT
271
Tower Research Capital (TRC)
New York
$8K -$415K -10,697 -98%
FANJ
272
Financial Architects (New Jersey)
New Jersey
$8K -$13.6K -350 -66%
EA
273
Edge Advisors
Georgia
$8K
QCG
274
Quadrant Capital Group
Ohio
$7K
TWA
275
TCI Wealth Advisors
Arizona
$7K

AMTD Hedge Fund Activity: Q2 2017 in Review

289 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2017, worth a combined $21.4B — up 14% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMTD and 29 opened new positions — a net loss of 12 holders — while 104 trimmed existing stakes and 108 added.

The largest buyer was Janus Henderson Group, adding an estimated $789M. The largest seller was Westpac Banking Corp, cutting an estimated $134M.

  • 289 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2017, down from 303 in Q1 2017.
  • Funds reported $21.4B of TD Ameritrade Holding Corp stock for Q2 2017, up 14% quarter-over-quarter.
  • 29 funds opened new TD Ameritrade Holding Corp positions in Q2 2017 and 41 closed out, a net change of -12 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2017 was Janus Henderson Group, an estimated $789M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2017 was Westpac Banking Corp, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2017.