We are live on ! Find out more
AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

Back to rankings

366 hedge funds and large institutions have $26.7B invested in TD Ameritrade Holding Corp in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more funds holding

Funds holding: 294 → 366 (+72)

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

8% more capital invested

Capital invested by funds: $24.6B → $26.7B (+$2.08B)

83% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $596M

Holders
366
Holders Change
+72
Holders Change %
+24.49%
% of All Funds
8.3%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
94
Increased
118
Reduced
95
Closed
21
Calls
$98.6M
Puts
$596M
Net Calls
-$497M
Net Calls Change
-$504M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$367M
2
LCM
Laurion Capital Management
New York
+$200M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$115M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$110M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$263M
2
Harris Associates
Harris Associates
Illinois
-$242M
3
Citigroup
Citigroup
New York
-$121M
4
RI
RPTC Inc
Wyoming
-$100M
5
GT
Glenmede Trust
Pennsylvania
-$53.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
351
Roble Belko & Company
Pennsylvania
$3K – – –
VFA
352
Valeo Financial Advisors
Indiana
$3K – – –
WAS
353
WESPAC Advisors SoCal
California
$3K – – –
WA
354
Winfield Associates
Ohio
$3K – – –
HR
355
Howe & Rusling
New York
$3K +$1.25K +25 +58%
TL
356
TrueWealth LLC
Georgia
$3K +$2.5K +50 New
TG
357
TLP Group
Illinois
$3K +$2.9K +58 New
MOS
358
MGO One Seven
Ohio
$3K +$3.2K +64 New
EFSCE
359
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
AC
360
Avestar Capital
New York
$2K +$2.8K +56 New
Walleye Trading
361
Walleye Trading
New York
$1.12K +$1.1M +21,952 New
QI
362
QS Investors
New York
$1K -$650 -13 -50%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
SWP
365
Stratos Wealth Partners
Ohio
$1K +$1.45K +29 New
PCG
366
Private Capital Group
Connecticut
$5 +$550 +11 New
SVC
367
Strycker View Capital
New York
– -$14.6M -300,000 Closed
Credit Agricole
368
Credit Agricole
France
– -$2.88M -58,952 Closed
Parallax Volatility Advisers
369
Parallax Volatility Advisers
California
– -$2.41M -48,192 Closed
Two Sigma Advisers
370
Two Sigma Advisers
New York
– -$2.33M -47,749 Closed
SB
371
Suntrust Banks
Georgia
– -$1.32M -27,034 Closed
BCM
372
Barometer Capital Management
Ontario, Canada
– -$1.29M -26,400 Closed
BCM
373
BlueMar Capital Management
Florida
– -$1M -20,498 Closed
ICM
374
IMS Capital Management
Oregon
– -$996K -20,400 Closed
Simplex Trading
375
Simplex Trading
Illinois
– -$696K -13,932 Closed
12 13 14
15
16

AMTD Hedge Fund Activity: Q4 2017 in Review

366 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2017, worth a combined $26.7B — up 8.4% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMTD positions and 21 closed out — a net gain of 73 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $367M. The largest seller was Baillie Gifford & Co, cutting an estimated $263M.

  • 366 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2017, up from 294 in Q3 2017.
  • Funds reported $26.7B of TD Ameritrade Holding Corp stock for Q4 2017, up 8.4% quarter-over-quarter.
  • 94 funds opened new TD Ameritrade Holding Corp positions in Q4 2017 and 21 closed out, a net change of +73 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2017 was Goldman Sachs, an estimated $367M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2017 was Baillie Gifford & Co, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2017.