AMTD

TD Ameritrade Holding Corp
AMTD

Overview Fund Activity
Delisted

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

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379 hedge funds and large institutions have $31B invested in TD Ameritrade Holding Corp in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 141 increasing their positions, 94 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+13
Holders Change %
+3.55%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
78
Increased
141
Reduced
94
Closed
61
Calls
$185M
Puts
$163M
Net Calls
+$21.5M
Net Calls Change
+$519M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.13B
2
Boston Partners
Boston Partners
Massachusetts
$488M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.34B
4
BlackRock
BlackRock
New York
$937M
5
Artisan Partners
Artisan Partners
Wisconsin
$290M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$37.4M
2
LCM
Laurion Capital Management
New York
$0
3
Millennium Management
Millennium Management
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.4M
5
Wells Fargo
Wells Fargo
California
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
301
TOBAM
France
$122K +$122K +2,068 New
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$107K – – –
AP
303
Advisors Preferred
Maryland
$103K +$103K +1,740 New
PWAG
304
Polaris Wealth Advisory Group
California
$94K +$94K +1,594 New
MIP
305
Mondrian Investment Partners
United Kingdom
$93K – – –
OIA
306
Optimum Investment Advisors
Illinois
$92K +$92K +1,554 New
MYIA
307
Mount Yale Investment Advisors
Colorado
$91K +$91K +1,544 New
AG
308
Advisor Group
Arizona
$76K +$1.86K +31 +3%
RCAG
309
Rehmann Capital Advisory Group
Michigan
$74K +$74K +1,252 New
PCP
310
Proficio Capital Partners
Massachusetts
$68K -$885 -15 -1%
AIP
311
Ameritas Investment Partners
Nebraska
$64K – – –
Envestnet Asset Management
312
Envestnet Asset Management
Illinois
$60K -$2.16M -37,112 -97%
NIM
313
NuWave Investment Management
New Jersey
$56K -$289K -5,038 -84%
CCM
314
Covington Capital Management
California
$53K – – –
PHK
315
Point72 Hong Kong
Hong Kong
$51K +$37.1K +629 +268%
Bessemer Group
316
Bessemer Group
New Jersey
$49K +$49K +831 New
AF
317
Allworth Financial
California
$47K – – –
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$46K – – –
ASN
319
Advisory Services Network
Georgia
$41K -$1.13K -19 -3%
CAW
320
Cornerstone Advisors (Washington)
Washington
$41K – – –
PA
321
Parallel Advisors
California
$38K – – –
AIL
322
AGF Investments LLC
Ontario, Canada
$38K +$38K +644 New
SFG
323
SevenBridge Financial Group
Pennsylvania
$36K – – –
RA
324
Rational Advisors
New York
$35K +$35K +591 New
WWM
325
Wagner Wealth Management
South Carolina
$34K – – –
11 12
13
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