TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
438 hedge funds and large institutions have $25.6B invested in TD Ameritrade Holding Corp in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 124 reducing their positions, and 23 closing their positions.
278% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 23
27% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 124
17% more funds holding
Funds holding: 375 → 438 (+63)
2% more capital invested
Capital invested by funds: $25.2B → $25.6B (+$471M)
7% less call options, than puts
Call options by funds: $69.4M | Put options by funds: $74.8M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$81.1M |
| 2 |
BlackRock
New York
|
+$54.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$49.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41.8M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$162M |
| 2 |
PG
Pendal Group
Sydney,
Australia
|
-$110M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$78.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$65.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$51.8M |
AMTD Hedge Fund Activity: Q1 2019 in Review
438 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q1 2019, worth a combined $25.6B — up 1.9% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new AMTD positions and 23 closed out — a net gain of 64 holders — while 158 added to existing stakes and 124 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $81.1M. The largest seller was Wellington Management Group, cutting an estimated $162M.
- 438 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q1 2019, up from 375 in Q4 2018.
- Funds reported $25.6B of TD Ameritrade Holding Corp stock for Q1 2019, up 1.9% quarter-over-quarter.
- 87 funds opened new TD Ameritrade Holding Corp positions in Q1 2019 and 23 closed out, a net change of +64 holders.
- The largest TD Ameritrade Holding Corp buyer in Q1 2019 was JP Morgan Chase, an estimated $81.1M added.
- The largest TD Ameritrade Holding Corp seller in Q1 2019 was Wellington Management Group, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2019.