We are live on ! Find out more
AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

289 hedge funds and large institutions have $21.4B invested in TD Ameritrade Holding Corp in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $159M | Put options by funds: $103M

14% more capital invested

Capital invested by funds: $18.7B → $21.4B (+$2.68B)

4% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 303289 (-14)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
289
Holders Change
-14
Holders Change %
-4.62%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
108
Reduced
104
Closed
41
Calls
$159M
Puts
$103M
Net Calls
+$55.6M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$97M -$2.2M -56,576 -2%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$94.2M +$32.8M +843,546 +63%
JP Morgan Chase
28
JP Morgan Chase
New York
$90.6M -$43.3M -1,115,682 -35%
Northern Trust
29
Northern Trust
Illinois
$69.1M +$2.89M +74,446 +5%
Legal & General Group
30
Legal & General Group
United Kingdom
$66.2M +$4.45M +114,690 +8%
Goldman Sachs
31
Goldman Sachs
New York
$62.1M -$6.24M -160,808 -10%
TCM
32
TimesSquare Capital Management
New York
$61.5M +$55.6M +1,431,425 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$57.1M +$394K +10,136 +0.8%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$52.4M +$5.67M +146,046 +14%
AII
35
AGF Investments Inc
Ontario, Canada
$50.3M -$905K -23,302 -2%
Ameriprise
36
Ameriprise
Minnesota
$50.1M +$24.6M +634,807 +120%
Creative Planning
37
Creative Planning
Kansas
$49.7M +$1.1M +28,235 +3%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$47.5M -$4.86M -125,201 -10%
Millennium Management
39
Millennium Management
New York
$46.5M +$41.2M +1,060,316 +5,073%
CPM
40
Crescent Park Management
California
$42.5M +$1.59M +40,872 +4%
HCM
41
Holland Capital Management
Illinois
$38.7M -$4.75M -122,436 -12%
Deutsche Bank
42
Deutsche Bank
Germany
$35.5M +$614K +15,803 +2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$34.9M +$1.53M +39,321 +5%
PCA
44
Personal Capital Advisors
California
$34.4M +$1.37M +35,183 +5%
UBS AM
45
UBS AM
Illinois
$29.6M -$1.43M -36,904 -5%
Bank of America
46
Bank of America
North Carolina
$28.2M -$6.62M -170,394 -21%
Select Equity Group
47
Select Equity Group
New York
$26.9M +$24.3M +626,614 New
GT
48
Glenmede Trust
Pennsylvania
$24.1M
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$23.3M +$2.25M +57,900 +12%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$23.3M +$1.28M +32,900 +6%

AMTD Hedge Fund Activity: Q2 2017 in Review

289 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2017, worth a combined $21.4B — up 14% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMTD and 29 opened new positions — a net loss of 12 holders — while 104 trimmed existing stakes and 108 added.

The largest buyer was Janus Henderson Group, adding an estimated $789M. The largest seller was Westpac Banking Corp, cutting an estimated $134M.

  • 289 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2017, down from 303 in Q1 2017.
  • Funds reported $21.4B of TD Ameritrade Holding Corp stock for Q2 2017, up 14% quarter-over-quarter.
  • 29 funds opened new TD Ameritrade Holding Corp positions in Q2 2017 and 41 closed out, a net change of -12 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2017 was Janus Henderson Group, an estimated $789M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2017 was Westpac Banking Corp, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2017.