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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

387 hedge funds and large institutions have $28.5B invested in TD Ameritrade Holding Corp in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 379387 (+8)

8% less capital invested

Capital invested by funds: $31B → $28.5B (-$2.55B)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

39% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $108M

Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
8.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
65
Increased
118
Reduced
143
Closed
55
Calls
$66.1M
Puts
$108M
Net Calls
-$42.1M
Net Calls Change
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$203K -$54.3K -912 -20%
LIA
302
LS Investment Advisors
Michigan
$178K -$20.6K -345 -10%
AFIA
303
America First Investment Advisors
Nebraska
$142K
PCM
304
Penserra Capital Management
California
$141K -$1.7M -28,498 -92%
STA
305
Summit Trail Advisors
New York
$137K +$149K +2,500 New
GT
306
Glenmede Trust
Pennsylvania
$131K -$68.9M -1,157,215 -100%
DZ Bank
307
DZ Bank
Germany
$126K -$78.2K -1,313 -36%
CPIG
308
Chicago Partners Investment Group
Illinois
$115K +$125K +2,103 New
RA
309
Rational Advisors
New York
$93K +$65.9K +1,107 +187%
MYIA
310
Mount Yale Investment Advisors
Colorado
$85K
OIA
311
Optimum Investment Advisors
Illinois
$85K
SFM
312
Signet Financial Management
New Jersey
$81K +$87.8K +1,474 New
PCP
313
Proficio Capital Partners
Massachusetts
$78K +$16K +268 +23%
PHK
314
Point72 Hong Kong
Hong Kong
$74K +$28.8K +483 +56%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$71.3K +$2.92K +49 +4%
AG
316
Advisor Group
Arizona
$68K -$2.26K -38 -3%
Envestnet Asset Management
317
Envestnet Asset Management
Illinois
$60K +$3.4K +57 +6%
AIP
318
Ameritas Investment Partners
Nebraska
$59K
FHA
319
Flagship Harbor Advisors
Massachusetts
$57K +$62.1K +1,043 New
CCM
320
Covington Capital Management
California
$49K
ASN
321
Advisory Services Network
Georgia
$46K +$3.99K +67 +10%
MIP
322
Mondrian Investment Partners
United Kingdom
$44K -$47.4K -796 -50%
AF
323
Allworth Financial
California
$44K
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$44K
CAW
325
Cornerstone Advisors (Washington)
Washington
$37K

AMTD Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2018, worth a combined $28.5B — down 8.2% from $31B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMTD positions and 55 closed out — a net gain of 10 holders — while 118 added to existing stakes and 143 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $298M. The largest seller was BlackRock, cutting an estimated $120M.

  • 387 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2018, up from 379 in Q1 2018.
  • Funds reported $28.5B of TD Ameritrade Holding Corp stock for Q2 2018, down 8.2% quarter-over-quarter.
  • 65 funds opened new TD Ameritrade Holding Corp positions in Q2 2018 and 55 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2018 was Citadel Advisors, an estimated $298M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2018 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2018.