TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
375 hedge funds and large institutions have $25.2B invested in TD Ameritrade Holding Corp in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 139 reducing their positions, and 51 closing their positions.
27% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 51
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more funds holding
Funds holding: 362 → 375 (+13)
9% less capital invested
Capital invested by funds: $27.6B → $25.2B (-$2.42B)
19% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 139
26% less call options, than puts
Call options by funds: $73.9M | Put options by funds: $99.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$65.6M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$63.8M |
| 3 |
Renaissance Technologies
New York
|
+$45.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.2M |
| 5 |
CPM
Crescent Park Management
East Palo Alto,
California
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$298M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$89.8M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$77.9M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$59.3M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$37.3M |
AMTD Hedge Fund Activity: Q4 2018 in Review
375 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2018, worth a combined $25.2B — down 8.8% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new AMTD positions and 51 closed out — a net gain of 14 holders — while 113 added to existing stakes and 139 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $65.6M. The largest seller was Fidelity Investments, cutting an estimated $298M.
- 375 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2018, up from 362 in Q3 2018.
- Funds reported $25.2B of TD Ameritrade Holding Corp stock for Q4 2018, down 8.8% quarter-over-quarter.
- 65 funds opened new TD Ameritrade Holding Corp positions in Q4 2018 and 51 closed out, a net change of +14 holders.
- The largest TD Ameritrade Holding Corp buyer in Q4 2018 was Wellington Management Group, an estimated $65.6M added.
- The largest TD Ameritrade Holding Corp seller in Q4 2018 was Fidelity Investments, an estimated $298M sold.
Based on aggregated 13F filings for Q4 2018.