AMTD

TD Ameritrade Holding Corp
AMTD

Overview Fund Activity
Delisted

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

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406 hedge funds and large institutions have $24.3B invested in TD Ameritrade Holding Corp in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 110 increasing their positions, 143 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+22
Holders Change %
+5.73%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+400%
% of All Funds
0.3%
New
115
Increased
110
Reduced
143
Closed
83
Calls
$171M
Puts
$143M
Net Calls
+$28.5M
Net Calls Change
+$45.1M

Top Buyers

1
DKCM
Davidson Kempner Capital Management
New York
$298M
2
PCM
Pentwater Capital Management
Florida
$253M
3
MF
Magnetar Financial
Illinois
$195M
4
UOC
UBS O'Connor
Illinois
$160M
5
TP
Third Point
New York
$149M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.13B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$621M
3
Boston Partners
Boston Partners
Massachusetts
$70.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$838M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$538M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
376
Evoke Wealth
California
$4.92K – – –
CFFP
377
Center for Financial Planning
Michigan
$4K +$4K +75 New
AWM
378
Avior Wealth Management
Nebraska
$4K +$4K +100 New
VFA
379
Valeo Financial Advisors
Indiana
$3K -$2.8K -57 -48%
AIP
380
Ameritas Investment Partners
Nebraska
$3K -$845 -20 -22%
NFG
381
Next Financial Group
Texas
$3K -$231 -5 -7%
BL
382
Balentine LLC
Georgia
$3K – – –
VCM
383
Versant Capital Management
Arizona
$3K – – –
LWM
384
Liberty Wealth Management
California
$3K +$3K +55 New
KPW
385
Kore Private Wealth
New York
$3K +$3K +65 New
SQA
386
Simon Quick Advisors
New Jersey
$3K +$3K +67 New
FWM
387
Focused Wealth Management
New York
$2K -$16.9K -313 -89%
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$129 -2 -6%
TL
389
TrueWealth LLC
Georgia
$2K – – –
SIM
390
Sonora Investment Management
Arizona
$2K – – –
CCM
391
Copeland Capital Management
Pennsylvania
$2K – – –
AF
392
Advisornet Financial
Minnesota
$2K +$2K +32 New
WCM
393
Wealthcare Capital Management
Virginia
$2K +$2K +35 New
WT
394
Whittier Trust
California
$2K +$2K +43 New
AWA
395
Arkadios Wealth Advisors
Georgia
$1.39K +$1.39K +28 New
NIM
396
Nicollet Investment Management
Minnesota
$1.1K -$29 -576 -3%
HR
397
Howe & Rusling
New York
$1K -$3.76K -79 -79%
BFC
398
Bedel Financial Consulting
Indiana
$1K – – –
LFG
399
LifePlan Financial Group
Ohio
$1K – – –
GWS
400
Glassman Wealth Services
Virginia
$1K +$706 +12 +240%
14 15
16
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