TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
366 hedge funds and large institutions have $17B invested in TD Ameritrade Holding Corp in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 86 closing their positions.
87% more call options, than puts
Call options by funds: $68.4M | Put options by funds: $36.6M
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
10% less funds holding
Funds holding: 407 → 366 (-41)
11% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 142
30% less capital invested
Capital invested by funds: $24.3B → $17B (-$7.3B)
42% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$296M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$238M |
| 3 |
TCA
Taconic Capital Advisors
New York
|
+$162M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$94.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.04B |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$221M |
| 3 |
TP
Third Point
New York
|
-$149M |
| 4 |
HI
HBK Investments
Dallas,
Texas
|
-$99.4M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$78.3M |
AMTD Hedge Fund Activity: Q1 2020 in Review
366 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q1 2020, worth a combined $17B — down 30% from $24.3B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of AMTD and 50 opened new positions — a net loss of 36 holders — while 142 trimmed existing stakes and 126 added.
The largest buyer was Goldman Sachs, adding an estimated $296M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.04B.
- 366 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q1 2020, down from 407 in Q4 2019.
- Funds reported $17B of TD Ameritrade Holding Corp stock for Q1 2020, down 30% quarter-over-quarter.
- 50 funds opened new TD Ameritrade Holding Corp positions in Q1 2020 and 86 closed out, a net change of -36 holders.
- The largest TD Ameritrade Holding Corp buyer in Q1 2020 was Goldman Sachs, an estimated $296M added.
- The largest TD Ameritrade Holding Corp seller in Q1 2020 was T. Rowe Price Associates, an estimated $1.04B sold.
Based on aggregated 13F filings for Q1 2020.