TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
362 hedge funds and large institutions have $27.6B invested in TD Ameritrade Holding Corp in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 130 reducing their positions, and 61 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 130
3% less capital invested
Capital invested by funds: $28.5B → $27.6B (-$908M)
6% less funds holding
Funds holding: 387 → 362 (-25)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
35% less call options, than puts
Call options by funds: $89.3M | Put options by funds: $137M
38% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$264M |
| 2 |
JP Morgan Chase
New York
|
+$78.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$77.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$74.9M |
| 5 |
Millennium Management
New York
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$149M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$138M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$37.7M |
| 5 |
Goldman Sachs
New York
|
-$34.4M |
AMTD Hedge Fund Activity: Q3 2018 in Review
362 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2018, worth a combined $27.6B — down 3.2% from $28.5B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of AMTD and 38 opened new positions — a net loss of 23 holders — while 130 trimmed existing stakes and 133 added.
The largest buyer was Wellington Management Group, adding an estimated $264M. The largest seller was Boston Partners, cutting an estimated $149M.
- 362 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2018, down from 387 in Q2 2018.
- Funds reported $27.6B of TD Ameritrade Holding Corp stock for Q3 2018, down 3.2% quarter-over-quarter.
- 38 funds opened new TD Ameritrade Holding Corp positions in Q3 2018 and 61 closed out, a net change of -23 holders.
- The largest TD Ameritrade Holding Corp buyer in Q3 2018 was Wellington Management Group, an estimated $264M added.
- The largest TD Ameritrade Holding Corp seller in Q3 2018 was Boston Partners, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2018.