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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

283 hedge funds and large institutions have $13.6B invested in TD Ameritrade Holding Corp in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $7.96B → $13.6B (+$5.63B)

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1% more funds holding

Funds holding: 279283 (+4)

22% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $43.5M

Holders
283
Holders Change
+4
Holders Change %
+1.43%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
107
Reduced
86
Closed
31
Calls
$33.9M
Puts
$43.5M
Net Calls
-$9.61M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$56M -$247K -8,114 -0.4%
Artisan Partners
27
Artisan Partners
Wisconsin
$47.1M -$165M -5,436,335 -77%
Legal & General Group
28
Legal & General Group
United Kingdom
$44.7M +$1.97M +64,831 +4%
APG Asset Management
29
APG Asset Management
Netherlands
$44.2M +$4.25M +139,700 +10%
Goldman Sachs
30
Goldman Sachs
New York
$40M +$15.2M +500,066 +55%
Northern Trust
31
Northern Trust
Illinois
$39.3M +$1.67K +55 +0%
EA
32
Emerald Acquisition
Washington
$37.1M +$39.6M +1,302,091 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$36.4M -$3.23M -106,281 -8%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$36.1M +$1.41M +46,412 +4%
HCM
35
Holland Capital Management
Illinois
$35.9M -$18.2M -599,314 -32%
BG
36
BlackRock Group
United Kingdom
$35.5M -$382K -12,539 -1%
Creative Planning
37
Creative Planning
Kansas
$32.3M +$410K +13,479 +1%
Bank of America
38
Bank of America
North Carolina
$30.4M +$3.18M +104,606 +11%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$29.1M +$9.61M +315,716 +45%
WCM Investment Management
40
WCM Investment Management
California
$27.3M +$1.3M +42,795 +5%
Deutsche Bank
41
Deutsche Bank
Germany
$25M +$2.02M +66,429 +8%
Select Equity Group
42
Select Equity Group
New York
$24.2M
CPM
43
Crescent Park Management
California
$23.8M +$12.5M +409,870 +96%
ACM
44
Atlanta Capital Management
Georgia
$21.8M +$3.59M +118,105 +18%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$21.7M +$96.3K +3,165 +0.4%
Korea Investment Corp
46
Korea Investment Corp
South Korea
$21.2M +$2.13M +69,900 +10%
UBS AM
47
UBS AM
Illinois
$19.2M +$2.85M +93,777 +16%
EAM
48
Eagle Asset Management
Florida
$17.9M -$219K -7,210 -1%
PCA
49
Personal Capital Advisors
California
$16.2M +$2.42M +79,419 +16%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$15.8M -$730K -24,000 -4%

AMTD Hedge Fund Activity: Q2 2016 in Review

283 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2016, worth a combined $13.6B — up 71% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AMTD positions and 31 closed out — a net gain of 8 holders — while 107 added to existing stakes and 86 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $6.78B. The largest seller was Artisan Partners, cutting an estimated $165M.

  • 283 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2016, up from 279 in Q1 2016.
  • Funds reported $13.6B of TD Ameritrade Holding Corp stock for Q2 2016, up 71% quarter-over-quarter.
  • 39 funds opened new TD Ameritrade Holding Corp positions in Q2 2016 and 31 closed out, a net change of +8 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2016 was Toronto Dominion Bank, an estimated $6.78B added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2016 was Artisan Partners, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2016.