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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

250 hedge funds and large institutions have $6.13B invested in TD Ameritrade Holding Corp in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

96% more call options, than puts

Call options by funds: $386M | Put options by funds: $197M

10% more funds holding

Funds holding: 228250 (+22)

6% more capital invested

Capital invested by funds: $5.78B → $6.13B (+$352M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
41
Increased
78
Reduced
93
Closed
17
Calls
$386M
Puts
$197M
Net Calls
+$189M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
26
Commonwealth Bank of Australia
Australia
$42.6M +$41.9M +1,575,414 +3,037%
HCM
27
Holland Capital Management
Illinois
$41M +$1.18M +44,374 +3%
Northern Trust
28
Northern Trust
Illinois
$39.8M -$1.24M -46,502 -3%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$38.1M +$32.3M +1,216,580 +511%
DnB Asset Management
30
DnB Asset Management
Norway
$37.3M -$1.62M -60,967 -4%
Goldman Sachs
31
Goldman Sachs
New York
$36.4M -$39.8M -1,497,459 -52%
BG
32
BlackRock Group
United Kingdom
$34.9M +$9.52M +358,280 +37%
First Trust Advisors
33
First Trust Advisors
Illinois
$34.9M +$6.52M +245,143 +23%
Adage Capital Partners
34
Adage Capital Partners
Massachusetts
$29.5M +$29.9M +1,125,000 New
Geode Capital Management
35
Geode Capital Management
Massachusetts
$27.3M +$3.9M +146,679 +16%
Legal & General Group
36
Legal & General Group
United Kingdom
$26.4M -$478K -17,979 -2%
EGM
37
Espalier Global Management
New York
$23.6M -$7.31M -275,000 -23%
CCI
38
Columbus Circle Investors
$19.4M -$12.4M -467,002 -39%
CLM
39
ClearBridge LLC (Maryland)
Maryland
$19.2M -$13.4M -502,700 -41%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$17.6M +$657K +24,734 +4%
TCIM
41
TIAA CREF Investment Management
New York
$16.7M -$1.02M -38,472 -6%
N
42
Nuveen
North Carolina
$15.5M -$419K -15,753 -3%
CS
43
Credit Suisse
Switzerland
$15.4M -$10.8M -404,923 -41%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$15.2M +$164K +6,185 +1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$14.9M -$462K -17,397 -3%
PFM
46
Parsec Financial Management
North Carolina
$14.9M -$1.64M -61,821 -10%
Morgan Stanley
47
Morgan Stanley
New York
$14.7M +$6.18M +232,358 +70%
UBS AM
48
UBS AM
Illinois
$13.4M -$686K -25,821 -5%
Millennium Management
49
Millennium Management
New York
$13.1M +$13.2M +498,469 New
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$12.1M +$12.3M +462,800 New

AMTD Hedge Fund Activity: Q3 2013 in Review

250 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2013, worth a combined $6.13B — up 6.1% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AMTD positions and 17 closed out — a net gain of 24 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $72.4M. The largest seller was Citadel Advisors, cutting an estimated $127M.

  • 250 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2013, up from 228 in Q2 2013.
  • Funds reported $6.13B of TD Ameritrade Holding Corp stock for Q3 2013, up 6.1% quarter-over-quarter.
  • 41 funds opened new TD Ameritrade Holding Corp positions in Q3 2013 and 17 closed out, a net change of +24 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2013 was USS Investment Management, an estimated $72.4M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2013 was Citadel Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2013.