TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
307 hedge funds and large institutions have $8.92B invested in TD Ameritrade Holding Corp in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 88 reducing their positions, and 23 closing their positions.
143% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 23
127% more call options, than puts
Call options by funds: $105M | Put options by funds: $46.1M
27% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 88
11% more funds holding
Funds holding: 276 → 307 (+31)
7% more capital invested
Capital invested by funds: $8.33B → $8.92B (+$585M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$85.3M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$47.6M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$38.5M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$32.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$118M |
| 2 |
Select Equity Group
New York
|
-$112M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$76.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$68.9M |
| 5 |
Bank of New York Mellon
New York
|
-$40M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
326
Regal Investment Advisors
Kentwood,
Michigan
| – | -$31K | -1,000 | Closed |
|
327
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -50 | Closed |
|
|
BCI
328
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$208 | +6 | New |
|
|
HL
329
Harding Loevner
Bridgewater,
New Jersey
| – | +$208 | +6 | New |
|
AMTD Hedge Fund Activity: Q4 2015 in Review
307 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2015, worth a combined $8.92B — up 7% from $8.33B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AMTD positions and 23 closed out — a net gain of 33 holders — while 112 added to existing stakes and 88 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $85.3M. The largest seller was Wells Fargo, cutting an estimated $118M.
- 307 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2015, up from 276 in Q3 2015.
- Funds reported $8.92B of TD Ameritrade Holding Corp stock for Q4 2015, up 7% quarter-over-quarter.
- 56 funds opened new TD Ameritrade Holding Corp positions in Q4 2015 and 23 closed out, a net change of +33 holders.
- The largest TD Ameritrade Holding Corp buyer in Q4 2015 was VOYA Investment Management, an estimated $85.3M added.
- The largest TD Ameritrade Holding Corp seller in Q4 2015 was Wells Fargo, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2015.