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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
QCG
351
Quadrant Capital Group
Ohio
$8K
VCM
352
Versant Capital Management
Arizona
$7K
BBHC
353
Brown Brothers Harriman & Co
New York
$6K -$4.47K -75 -41%
SF
354
Synovus Financial
Georgia
$6K -$3.46K -58 -37%
EARNEST Partners
355
EARNEST Partners
Georgia
$6K
AC
356
Avestar Capital
New York
$6K +$655 +11 +11%
BFC
357
Bedel Financial Consulting
Indiana
$5K
DOA
358
D'Orazio & Associates
Virginia
$5K
KCPG
359
Kavar Capital Partners Group
Kansas
$5K
PCM
360
Poehling Capital Management
Wisconsin
$5K
PCG
361
Private Capital Group
Connecticut
$5K
RFA
362
Reilly Financial Advisors
California
$5K +$60 +1 +1%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.96K +100 New
RWP
364
RWA Wealth Partners
Massachusetts
$5K +$5.96K +100 New
HR
365
Howe & Rusling
New York
$4K +$596 +10 +16%
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.56K +43 +139%
IAS
367
INR Advisory Services
Pennsylvania
$3K
OFW
368
Omnia Family Wealth
Florida
$3K
OWA
369
One Wealth Advisors
California
$3K
RBC
370
Roble Belko & Company
Pennsylvania
$3K
TL
371
TrueWealth LLC
Georgia
$3K
AA
372
Altman Advisors
Illinois
$2.57K +$1.45M +24,309 +256%
ZB
373
Zions Bancorporation
Utah
$2K -$4.88K -82 -66%
EMG
374
ETF Managers Group
New Jersey
$1.28K +$690K +11,584 +88%
HNB
375
Huntington National Bank
Ohio
$1K

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.