We are live on ! Find out more
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
TG
326
TLP Group
Illinois
$37K +$40.7K +683 New
IA
327
IFP Advisors
Florida
$34K +$3.69K +62 +11%
SFG
328
SevenBridge Financial Group
Pennsylvania
$33K
PA
329
Parallel Advisors
California
$32K -$2.38K -40 -6%
NWM
330
Northwest Wealth Management
Iowa
$25K
CHC
331
City Holding Co
West Virginia
$23K
WWMSC
332
Wagner Wealth Management (South Carolina)
South Carolina
$22K -$10.5K -176 -31%
YWP
333
YorkBridge Wealth Partners
New York
$22K -$5.96K -100 -20%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$21K +$22.4K +376 New
VFA
335
Valeo Financial Advisors
Indiana
$19K +$8.7K +146 +83%
VEA
336
Virtus ETF Advisers
New York
$17K -$3.46K -58 -16%
CTC
337
Central Trust Company
Missouri
$17K
MI
338
Markston International
New York
$17K
PCM
339
Prelude Capital Management
New York
$17K +$18.8K +316 New
BCI
340
Brinker Capital Investments
Pennsylvania
$14K
WTC
341
WhitTier Trust Company
Nevada
$12K
S
342
SignatureFD
Georgia
$11K +$2.98K +50 +32%
APA
343
American Portfolios Advisors
New York
$11K -$627K -10,527 -98%
CHP
344
Cable Hill Partners
Oregon
$10K
EA
345
Edge Advisors
Georgia
$10K
RFC
346
Regions Financial Corp
Alabama
$10K +$10.6K +178 New
MFW
347
Mosaic Family Wealth
Missouri
$9K
TWA
348
TCI Wealth Advisors
Arizona
$9K
Acadian Asset Management
349
Acadian Asset Management
Massachusetts
$8K -$98.7K -1,657 -92%
FHA
350
First Horizon Advisors
Tennessee
$8K

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.