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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
EA
276
Edge Advisors
Georgia
$9K
CHP
277
Cable Hill Partners
Oregon
$9K +$8.3K +185 New
TWA
278
TCI Wealth Advisors
Arizona
$8K
MFW
279
Mosaic Family Wealth
Missouri
$8K +$7.08K +158 New
ASN
280
Advisory Services Network
Georgia
$7K -$5.43K -121 -46%
QCG
281
Quadrant Capital Group
Ohio
$7K
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$6K
DOA
283
D'Orazio & Associates
Virginia
$5K
VCM
284
Versant Capital Management
Arizona
$5K
IAS
285
INR Advisory Services
Pennsylvania
$3K
RBC
286
Roble Belko & Company
Pennsylvania
$3K
WAS
287
WESPAC Advisors SoCal
California
$3K
VFA
288
Valeo Financial Advisors
Indiana
$3K +$2.73K +61 New
HR
289
Howe & Rusling
New York
$2K -$673 -15 -26%
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WA
291
Winfield Associates
Ohio
$2K
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$1K
QI
293
QS Investors
New York
$1K
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$1K +$942 +21 New
Point72 Asset Management
295
Point72 Asset Management
Connecticut
-$7.09M -165,000 Closed
GWM
296
Greenwich Wealth Management
Connecticut
-$4.82M -112,176 Closed
PL
297
Perpetual Ltd
Australia
-$2.58M -59,993 Closed
IP
298
Interval Partners
New York
-$2.37M -55,062 Closed
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
-$2.32M -53,900 Closed
CM
300
Crestline Management
Texas
-$2.3M -53,407 Closed

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.