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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

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366 hedge funds and large institutions have $26.7B invested in TD Ameritrade Holding Corp in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more funds holding

Funds holding: 294 → 366 (+72)

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

8% more capital invested

Capital invested by funds: $24.6B → $26.7B (+$2.08B)

83% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $596M

Holders
366
Holders Change
+72
Holders Change %
+24.49%
% of All Funds
8.3%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
94
Increased
118
Reduced
95
Closed
21
Calls
$98.6M
Puts
$596M
Net Calls
-$497M
Net Calls Change
-$504M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$367M
2
LCM
Laurion Capital Management
New York
+$200M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$115M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$110M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$263M
2
Harris Associates
Harris Associates
Illinois
-$242M
3
Citigroup
Citigroup
New York
-$121M
4
RI
RPTC Inc
Wyoming
-$100M
5
GT
Glenmede Trust
Pennsylvania
-$53.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
276
Lombard Odier Asset Management (Switzerland)
Switzerland
$262K – – –
CAN
277
Cetera Advisor Networks
California
$261K +$256K +5,129 New
LBA
278
Letko, Brosseau & Associates
Quebec, Canada
$256K – – –
ATFA
279
All Terrain Financial Advisors
Minnesota
$255K +$249K +4,991 New
PK
280
Pflug Koory
Nebraska
$244K – – –
NFA
281
Nuveen Fund Advisors
Illinois
$237K -$102K -2,041 -31%
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$236K +$11.1K +222 +5%
VF
283
Virtu Financial
New York
$234K +$229K +4,581 New
CIBC World Market
284
CIBC World Market
Ontario, Canada
$228K +$223K +4,468 New
CCIA
285
Campbell & Co Investment Adviser
Maryland
$218K +$213K +4,269 New
AIP
286
Ameritas Investment Partners
Nebraska
$213K – – –
GI
287
GAMCO Investors
Connecticut
$212K – – –
FAM
288
Fred Alger Management
New York
$211K +$5.65K +113 +3%
P
289
Pitcairn
Pennsylvania
$204K +$199K +3,990 New
LS
290
Livforsakringsbolaget Skandia
Sweden
$195K -$60K -1,200 -24%
PCM
291
Prelude Capital Management
New York
$185K +$31K +620 +21%
LIA
292
LS Investment Advisors
Michigan
$184K – – –
GTAM
293
Global Trust Asset Management
Florida
$179K +$175K +3,500 New
Pacer Advisors
294
Pacer Advisors
Pennsylvania
$174K -$119K -2,381 -41%
II
295
Inspire Investing
Idaho
$174K +$170K +3,411 New
VNA
296
Valley National Advisers
Pennsylvania
$167K +$300 +6 +0.2%
STA
297
Summit Trail Advisors
New York
$156K +$140K +2,799 New
AFIA
298
America First Investment Advisors
Nebraska
$153K -$25K -500 -14%
C
299
Cerebellum
California
$126K +$123K +2,460 New
CG
300
Cutler Group
California
$108K +$46K +920 +76%
10 11
12
13 14

AMTD Hedge Fund Activity: Q4 2017 in Review

366 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2017, worth a combined $26.7B — up 8.4% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMTD positions and 21 closed out — a net gain of 73 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $367M. The largest seller was Baillie Gifford & Co, cutting an estimated $263M.

  • 366 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2017, up from 294 in Q3 2017.
  • Funds reported $26.7B of TD Ameritrade Holding Corp stock for Q4 2017, up 8.4% quarter-over-quarter.
  • 94 funds opened new TD Ameritrade Holding Corp positions in Q4 2017 and 21 closed out, a net change of +73 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2017 was Goldman Sachs, an estimated $367M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2017 was Baillie Gifford & Co, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2017.