TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
274 hedge funds and large institutions have $8.19B invested in TD Ameritrade Holding Corp in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 118 increasing their positions, 68 reducing their positions, and 42 closing their positions.
259% more call options, than puts
Call options by funds: $419M | Put options by funds: $117M
74% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 68
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
1% less funds holding
Funds holding: 277 → 274 (-3)
7% less capital invested
Capital invested by funds: $8.77B → $8.19B (-$577M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$134M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$73.1M |
| 3 |
JP Morgan Chase
New York
|
+$71.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$32.7M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$140M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$62.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$44.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PC
301
PointState Capital
New York
| – | -$462K | -13,600 | Closed |
|
|
IC
302
IKOS CIF
Limassol,
Cyprus
| – | -$414K | -12,266 | Closed |
|
303
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$370K | -10,900 | Closed |
|
|
DFIM
304
Detwiler Fenton Investment Management
Boston,
Massachusetts
| – | -$368K | -10,850 | Closed |
|
|
SGH
305
Schonfeld Group Holdings
Jericho,
New York
| – | -$306K | -9,000 | Closed |
|
|
SC
306
Sumit Capital
New York
| – | -$276K | -8,119 | Closed |
|
|
GWM
307
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$237K | -6,974 | Closed |
|
|
MCC
308
Mid Continent Capital
Chicago,
Illinois
| – | -$204K | -6,000 | Closed |
|
|
TDC
309
Thompson Davis & Co
Richmond,
Virginia
| – | -$100K | -2,937 | Closed |
|
|
MCM
310
Mazama Capital Management
Portland,
Oregon
| – | -$30K | -898 | Closed |
|
|
HMS
311
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$12.1K | -412 | Closed |
|
|
HR
312
Howe & Rusling
Rochester,
New York
| – | -$8K | -222 | Closed |
|
|
KCPG
313
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$6K | -200 | Closed |
|
AMTD Hedge Fund Activity: Q2 2014 in Review
274 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2014, worth a combined $8.19B — down 6.6% from $8.77B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of AMTD and 40 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 118 added.
The largest buyer was Select Equity Group, opening a new position worth an estimated $134M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $140M sold.
- 274 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2014, down from 277 in Q1 2014.
- Funds reported $8.19B of TD Ameritrade Holding Corp stock for Q2 2014, down 6.6% quarter-over-quarter.
- 40 funds opened new TD Ameritrade Holding Corp positions in Q2 2014 and 42 closed out, a net change of -2 holders.
- The largest TD Ameritrade Holding Corp buyer in Q2 2014 was Select Equity Group, an estimated $134M added.
- The largest TD Ameritrade Holding Corp seller in Q2 2014 was Findlay Park Partners, an estimated $140M sold.
Based on aggregated 13F filings for Q2 2014.