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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

294 hedge funds and large institutions have $24.6B invested in TD Ameritrade Holding Corp in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $21.4B → $24.6B (+$3.28B)

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

2% more funds holding

Funds holding: 289294 (+5)

6% more call options, than puts

Call options by funds: $123M | Put options by funds: $116M

Holders
294
Holders Change
+5
Holders Change %
+1.73%
% of All Funds
7.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
36
Increased
107
Reduced
95
Closed
26
Calls
$123M
Puts
$116M
Net Calls
+$6.61M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$102M -$12.7M -283,879 -12%
Jennison Associates
27
Jennison Associates
New York
$94.8M -$14.1M -314,055 -14%
TCM
28
TimesSquare Capital Management
New York
$86.6M +$15.3M +342,275 +24%
AII
29
AGF Investments Inc
Ontario, Canada
$80.4M +$21.4M +476,973 +41%
Legal & General Group
30
Legal & General Group
United Kingdom
$78.6M +$3.09M +68,801 +4%
Northern Trust
31
Northern Trust
Illinois
$77.5M -$837K -18,673 -1%
CI Investments Inc
32
CI Investments Inc
Ontario, Canada
$72.4M +$66.6M +1,484,300 New
Invesco
33
Invesco
Georgia
$68M -$43.4M -968,260 -41%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$60.9M +$1.34M +29,777 +2%
Goldman Sachs
35
Goldman Sachs
New York
$60.5M -$9.22M -205,616 -14%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$60.5M -$4.03M -89,936 -7%
Creative Planning
37
Creative Planning
Kansas
$56.6M +$143K +3,179 +0.3%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$52.4M -$1.42M -31,698 -3%
CPM
39
Crescent Park Management
California
$50M +$1.58M +35,302 +4%
PCA
40
Personal Capital Advisors
California
$39.4M +$259K +5,783 +0.7%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$38.9M -$729K -16,249 -2%
Bank of America
42
Bank of America
North Carolina
$37.8M +$5.32M +118,563 +18%
Deutsche Bank
43
Deutsche Bank
Germany
$37.8M -$2.3M -51,211 -6%
UBS AM
44
UBS AM
Illinois
$35.1M +$1.4M +31,227 +5%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$33M +$19.2M +427,436 +172%
RAM
46
RWC Asset Management
United Kingdom
$31.1M +$9.38M +209,212 +49%
Axa
47
Axa
France
$29M +$4.9M +109,302 +23%
Millennium Management
48
Millennium Management
New York
$27.4M -$23.3M -519,967 -48%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$27.1M +$606K +13,521 +2%
N
50
Nuveen
North Carolina
$25.6M +$12.3M +274,914 +110%

AMTD Hedge Fund Activity: Q3 2017 in Review

294 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2017, worth a combined $24.6B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMTD positions and 26 closed out — a net gain of 10 holders — while 107 added to existing stakes and 95 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $497M. The largest seller was VOYA Investment Management, cutting an estimated $240M.

  • 294 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2017, up from 289 in Q2 2017.
  • Funds reported $24.6B of TD Ameritrade Holding Corp stock for Q3 2017, up 15% quarter-over-quarter.
  • 36 funds opened new TD Ameritrade Holding Corp positions in Q3 2017 and 26 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2017 was Toronto Dominion Bank, an estimated $497M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2017 was VOYA Investment Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2017.