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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

287 hedge funds and large institutions have $9.67B invested in TD Ameritrade Holding Corp in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

93% more call options, than puts

Call options by funds: $411M | Put options by funds: $213M

10% more funds holding

Funds holding: 260287 (+27)

9% more capital invested

Capital invested by funds: $8.88B → $9.67B (+$791M)

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
287
Holders Change
+27
Holders Change %
+10.38%
% of All Funds
7.66%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
97
Reduced
93
Closed
22
Calls
$411M
Puts
$213M
Net Calls
+$198M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
51
Managed Account Advisors
New Jersey
$20M -$774K -22,832 -4%
SO
52
STRS Ohio
Ohio
$19.7M
Korea Investment Corp
53
Korea Investment Corp
South Korea
$19.4M +$1.21M +35,700 +7%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$19.3M +$1.07M +31,448 +6%
Citadel Advisors
55
Citadel Advisors
Florida
$18.2M -$41.3M -1,218,690 -71%
EAM
56
Eagle Asset Management
Florida
$18.2M +$779K +22,974 +5%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$18M +$160K +4,730 +0.9%
Deutsche Bank
58
Deutsche Bank
Germany
$17.9M +$9.16M +269,945 +117%
USAA
59
United Services Automobile Association
Texas
$17.6M
APG Asset Management
60
APG Asset Management
Netherlands
$16M +$4.38M +129,115 +41%
PFM
61
Parsec Financial Management
North Carolina
$15.9M -$71.5K -2,107 -0.5%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$15.9M +$822K +24,235 +6%
DAM
63
Davis Asset Management
California
$14.8M +$2.48M +73,000 +21%
MCM
64
Maryland Capital Management
Maryland
$14.2M +$385K +11,345 +3%
MTB
65
Mizuho Trust & Banking
Japan
$13.6M +$436K +12,855 +4%
Charles Schwab
66
Charles Schwab
California
$13.5M +$530K +15,630 +4%
GIA
67
Gateway Investment Advisers
Ohio
$13.3M -$540K -15,920 -4%
BTS
68
BB&T Securities
Virginia
$13.2M +$78.3K +2,309 +7%
TA
69
Teachers Advisors
New York
$13M +$5.9M +174,057 +93%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$12.4M -$5.97K -176 -0.1%
BJ
71
BlackRock Japan
Japan
$12M +$1.04M +30,562 +10%
Lord, Abbett & Co
72
Lord, Abbett & Co
New Jersey
$11.3M +$535K +15,778 +5%
Morgan Stanley
73
Morgan Stanley
New York
$11M +$6.72M +198,039 +182%
ACI
74
AMP Capital Investors
Australia
$10M +$686K +20,216 +8%
AllianceBernstein
75
AllianceBernstein
Tennessee
$9.69M -$298K -8,788 -3%

AMTD Hedge Fund Activity: Q4 2014 in Review

287 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2014, worth a combined $9.67B — up 8.9% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMTD positions and 22 closed out — a net gain of 29 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Artisan Partners, adding an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 287 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2014, up from 260 in Q3 2014.
  • Funds reported $9.67B of TD Ameritrade Holding Corp stock for Q4 2014, up 8.9% quarter-over-quarter.
  • 51 funds opened new TD Ameritrade Holding Corp positions in Q4 2014 and 22 closed out, a net change of +29 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2014 was Artisan Partners, an estimated $273M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2014 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.