TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$367M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$200M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$128M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$115M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$263M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$242M |
| 3 |
Citigroup
New York
|
-$121M |
| 4 |
RI
RPTC Inc
Jackson,
Wyoming
|
-$100M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$53.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBIA
376
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$387K | -7,929 | Closed |
|
|
IR
377
Invictus RG
Hamilton,
Bermuda
| – | -$381K | -7,816 | Closed |
|
|
LCM
378
Landscape Capital Management
Englewood,
New Jersey
| – | -$379K | -7,764 | Closed |
|
|
MYAM
379
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$351K | -7,194 | Closed |
|
380
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$243K | -4,975 | Closed |
|
|
FRM
381
Fox Run Management
Greenwich,
Connecticut
| – | -$220K | -4,500 | Closed |
|
|
GH
382
GAM Holding
Zurich,
Switzerland
| – | -$104K | -2,134 | Closed |
|
383
Bessemer Group
Woodbridge,
New Jersey
| – | -$45K | -913 | Closed |
|
|
TCM
384
Tributary Capital Management
Omaha,
Nebraska
| – | -$19K | -398 | Closed |
|
|
VIA
385
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$13K | -225 | Closed |
|
|
AIL
386
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$10K | -212 | Closed |
|
|
OSAM
387
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$6K | -122 | Closed |
|
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.