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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
NA
276
NewEdge Advisors
Louisiana
$6.68K +$5.79K +149 New
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$5K
DOA
278
D'Orazio & Associates
Virginia
$4K
VCM
279
Versant Capital Management
Arizona
$4K
TCOV
280
Trust Company of Vermont
Vermont
$3K -$33.8K -871 -92%
WAS
281
WESPAC Advisors SoCal
California
$3K
HR
282
Howe & Rusling
New York
$2K -$1.82K -47 -45%
IAS
283
INR Advisory Services
Pennsylvania
$2K
RBC
284
Roble Belko & Company
Pennsylvania
$2K
WA
285
Winfield Associates
Ohio
$2K +$388 +10 +33%
EFSCE
286
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.9K -49 -61%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$1K
QI
288
QS Investors
New York
$1K +$582 +15 +136%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$1K +$777 +20 New
SGAM
290
Smith Group Asset Management
Texas
-$31.5M -810,720 Closed
EAM
291
Eagle Asset Management
Florida
-$30.2M -775,973 Closed
DZ Bank
292
DZ Bank
Germany
-$12.8M -329,406 Closed
Two Sigma Investments
293
Two Sigma Investments
New York
-$9.25M -238,311 Closed
NFA
294
Nationwide Fund Advisors
Ohio
-$8.56M -220,400 Closed
HCM
295
Highbridge Capital Management
New York
-$8.04M -207,000 Closed
Twin Tree Management
296
Twin Tree Management
Texas
-$7.79M -200,702 Closed
MAMU
297
Marathon Asset Management (UK)
United Kingdom
-$7.46M -191,892 Closed
QC
298
Quadrature Capital
United Kingdom
-$6.47M -166,592 Closed
ACM
299
AidennLair Capital Management
New York
-$5.38M -138,480 Closed
MFWM
300
Motley Fool Wealth Management
Virginia
-$3.4M -87,485 Closed

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.