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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

287 hedge funds and large institutions have $9.67B invested in TD Ameritrade Holding Corp in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

93% more call options, than puts

Call options by funds: $411M | Put options by funds: $213M

10% more funds holding

Funds holding: 260287 (+27)

9% more capital invested

Capital invested by funds: $8.88B → $9.67B (+$791M)

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
287
Holders Change
+27
Holders Change %
+10.38%
% of All Funds
7.66%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
97
Reduced
93
Closed
22
Calls
$411M
Puts
$213M
Net Calls
+$198M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$55.4M +$8.01M +236,213 +18%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$48M +$218K +6,427 +0.5%
Legal & General Group
28
Legal & General Group
United Kingdom
$44.7M +$11.8M +349,373 +39%
BG
29
BlackRock Group
United Kingdom
$42.4M +$1.65M +48,531 +4%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$40.5M +$6.88M +202,811 +22%
Creative Planning
31
Creative Planning
Kansas
$40.1M +$347K +10,220 +0.9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$37.8M +$34.5M +1,016,026 +2,442%
Renaissance Technologies
33
Renaissance Technologies
New York
$37.2M +$35.2M +1,039,226 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$33.9M -$2.36M -69,570 -6%
RG
35
Renaissance Group
Kentucky
$32.9M -$1.65M -48,613 -5%
TCIM
36
TIAA CREF Investment Management
New York
$31.9M +$8.27M +243,903 +38%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$31.2M -$35.8K -1,056 -0.1%
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$30.2M +$28.3M +835,137 +9,364%
Goldman Sachs
39
Goldman Sachs
New York
$28M -$932K -27,493 -3%
WCM Investment Management
40
WCM Investment Management
California
$27.9M -$715K -21,078 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$24.7M +$932K +27,468 +4%
UBS AM
42
UBS AM
Illinois
$22.8M +$91.2K +2,690 +0.4%
CS
43
Credit Suisse
Switzerland
$22.2M -$6.15M -181,391 -23%
MBI
44
Montrusco Bolton Investments
Quebec, Canada
$21.9M +$7.94M +233,980 +62%
BAPIM
45
British Airways Pensions Investment Management
United Kingdom
$21.9M +$20.8M +612,570 New
N
46
Nuveen
North Carolina
$21.8M -$629K -18,558 -3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$21.8M -$1.36M -40,037 -6%
BAMF
48
BI Asset Management Fondsmaeglerselskab
Denmark
$21.7M +$670K +19,763 +3%
PIA
49
Piedmont Investment Advisors
North Carolina
$21.5M -$6.31M -186,179 -24%
Axa
50
Axa
France
$21.2M -$1.5M -44,335 -7%

AMTD Hedge Fund Activity: Q4 2014 in Review

287 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2014, worth a combined $9.67B — up 8.9% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMTD positions and 22 closed out — a net gain of 29 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Artisan Partners, adding an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 287 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2014, up from 260 in Q3 2014.
  • Funds reported $9.67B of TD Ameritrade Holding Corp stock for Q4 2014, up 8.9% quarter-over-quarter.
  • 51 funds opened new TD Ameritrade Holding Corp positions in Q4 2014 and 22 closed out, a net change of +29 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2014 was Artisan Partners, an estimated $273M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2014 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.