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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

294 hedge funds and large institutions have $24.6B invested in TD Ameritrade Holding Corp in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $21.4B → $24.6B (+$3.28B)

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

2% more funds holding

Funds holding: 289294 (+5)

6% more call options, than puts

Call options by funds: $123M | Put options by funds: $116M

Holders
294
Holders Change
+5
Holders Change %
+1.73%
% of All Funds
7.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
36
Increased
107
Reduced
95
Closed
26
Calls
$123M
Puts
$116M
Net Calls
+$6.61M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
251
ETF Managers Group
New Jersey
$66K +$5.07K +113 +9%
CG
252
Cutler Group
California
$58K -$121K -2,691 -69%
AIP
253
Ameritas Investment Partners
Nebraska
$52K -$1.57K -35 -3%
AG
254
Advisor Group
Arizona
$51K +$1.3K +29 +3%
Bessemer Group
255
Bessemer Group
New Jersey
$45K -$1.08M -24,172 -96%
PCP
256
Proficio Capital Partners
Massachusetts
$45K -$26.1K -581 -39%
CCM
257
Covington Capital Management
California
$44K +$40.4K +900 New
AF
258
Allworth Financial
California
$39K
TRCT
259
Tower Research Capital (TRC)
New York
$34K +$23.1K +516 +290%
CAW
260
Cornerstone Advisors (Washington)
Washington
$33K
PA
261
Parallel Advisors
California
$32K
SFG
262
SevenBridge Financial Group
Pennsylvania
$29K
YWP
263
YorkBridge Wealth Partners
New York
$24K
CHC
264
City Holding Co
West Virginia
$20K
DSN
265
D. Scott Neal
Kentucky
$20K
TCM
266
Tributary Capital Management
Nebraska
$19K +$17.8K +398 New
CTC
267
Central Trust Company
Missouri
$15K
MI
268
Markston International
New York
$15K
OFW
269
Omnia Family Wealth
Florida
$14K
PCM
270
Penserra Capital Management
California
$14K +$1.08K +24 +9%
IA
271
IFP Advisors
Florida
$13K
VIA
272
Vantage Investment Advisors
Pennsylvania
$13K
BCI
273
Brinker Capital Investments
Pennsylvania
$12K +$11.2K +249 New
WTC
274
WhitTier Trust Company
Nevada
$11K
AIL
275
AGF Investments LLC
Ontario, Canada
$10K +$9.51K +212 New

AMTD Hedge Fund Activity: Q3 2017 in Review

294 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2017, worth a combined $24.6B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMTD positions and 26 closed out — a net gain of 10 holders — while 107 added to existing stakes and 95 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $497M. The largest seller was VOYA Investment Management, cutting an estimated $240M.

  • 294 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2017, up from 289 in Q2 2017.
  • Funds reported $24.6B of TD Ameritrade Holding Corp stock for Q3 2017, up 15% quarter-over-quarter.
  • 36 funds opened new TD Ameritrade Holding Corp positions in Q3 2017 and 26 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2017 was Toronto Dominion Bank, an estimated $497M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2017 was VOYA Investment Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2017.