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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

276 hedge funds and large institutions have $8.33B invested in TD Ameritrade Holding Corp in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $27.9M

15% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 86

4% less funds holding

Funds holding: 287276 (-11)

15% less capital invested

Capital invested by funds: $9.81B → $8.33B (-$1.48B)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
276
Holders Change
-11
Holders Change %
-3.83%
% of All Funds
7.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
99
Reduced
86
Closed
37
Calls
$94.5M
Puts
$27.9M
Net Calls
+$66.6M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Holland Capital Management
Illinois
$61M -$4.14M -118,042 -6%
GA
27
Geneva Advisors
Illinois
$58.7M -$2.13M -60,670 -3%
Ameriprise
28
Ameriprise
Minnesota
$56.3M -$58.9M -1,681,074 -49%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$50.4M -$75.8M -2,163,411 -58%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$48.2M +$711K +20,285 +1%
Legal & General Group
31
Legal & General Group
United Kingdom
$45.6M +$8.24M +235,074 +20%
Northern Trust
32
Northern Trust
Illinois
$44.9M -$5.24M -149,447 -10%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$40.1M +$18.1M +517,801 +70%
APG Asset Management
34
APG Asset Management
Netherlands
$39.8M -$4.45M -126,923 -9%
BG
35
BlackRock Group
United Kingdom
$38.5M +$554K +15,809 +1%
Bank of America
36
Bank of America
North Carolina
$37.2M +$30.4M +867,290 +289%
Goldman Sachs
37
Goldman Sachs
New York
$35.9M +$7.39M +210,975 +23%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$35.8M +$654K +18,666 +2%
Creative Planning
39
Creative Planning
Kansas
$35.8M -$186K -5,320 -0.5%
Invesco
40
Invesco
Georgia
$32.8M +$113K +3,233 +0.3%
WCM Investment Management
41
WCM Investment Management
California
$25M +$196K +5,586 +0.7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$24.1M +$1.92M +54,856 +8%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$23.8M -$17.6M -503,300 -40%
TCIM
44
TIAA CREF Investment Management
New York
$21.6M -$206K -5,878 -0.9%
UBS AM
45
UBS AM
Illinois
$20.3M -$1.1M -31,530 -5%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$19.8M +$1.03M +29,392 +5%
BAMF
47
BI Asset Management Fondsmaeglerselskab
Denmark
$19.7M +$383K +10,924 +2%
CGM
48
Capital Growth Management
Massachusetts
$19.1M -$4.56M -130,000 -18%
MBI
49
Montrusco Bolton Investments
Quebec, Canada
$18.6M +$452K +12,896 +2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$18.5M -$1.87M -53,500 -8%

AMTD Hedge Fund Activity: Q3 2015 in Review

276 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2015, worth a combined $8.33B — down 15% from $9.81B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMTD and 27 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 99 added.

The largest buyer was VOYA Investment Management, adding an estimated $103M. The largest seller was JP Morgan Chase, cutting an estimated $163M.

  • 276 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2015, down from 287 in Q2 2015.
  • Funds reported $8.33B of TD Ameritrade Holding Corp stock for Q3 2015, down 15% quarter-over-quarter.
  • 27 funds opened new TD Ameritrade Holding Corp positions in Q3 2015 and 37 closed out, a net change of -10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2015 was VOYA Investment Management, an estimated $103M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2015 was JP Morgan Chase, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2015.