We are live on ! Find out more
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
MCM
51
Maryland Capital Management
Maryland
$15.4M -$1.52M -49,917 -8%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$15M -$1.27M -41,726 -7%
TCIM
53
TIAA CREF Investment Management
New York
$14.3M -$1.06M -34,735 -6%
Axa
54
Axa
France
$13.6M -$11.4M -375,694 -44%
BlackRock
55
BlackRock
New York
$13.5M +$7.3M +239,933 +103%
DAM
56
Davis Asset Management
California
$13.4M
GIA
57
Gateway Investment Advisers
Ohio
$12.9M -$6.36M -209,006 -32%
GT
58
Glenmede Trust
Pennsylvania
$12.9M -$4.74M -155,914 -26%
CS
59
Credit Suisse
Switzerland
$12.2M +$802K +26,372 +7%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$12.2M +$232K +7,640 +2%
WBC
61
Westpac Banking Corp
Australia
$12.1M +$2.03M +66,863 +19%
MTB
62
Mizuho Trust & Banking
Japan
$12M -$36.6K -1,202 -0.3%
Charles Schwab
63
Charles Schwab
California
$11.9M -$2.93M -96,154 -19%
Macquarie Group
64
Macquarie Group
Australia
$11.3M +$5.91M +194,374 +96%
MBI
65
Montrusco Bolton Investments
Quebec, Canada
$11.2M +$2.06M +67,800 +21%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$10.9M +$1.53M +50,393 +15%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$10.6M -$1.17M -38,504 -9%
BJ
68
BlackRock Japan
Japan
$10.2M +$463K +15,214 +4%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$9.72M +$7.87M +258,800 +314%
Credit Agricole
70
Credit Agricole
France
$8.95M -$7.44M -244,362 -44%
PFM
71
Parsec Financial Management
North Carolina
$8.71M -$33.1K -1,089 -0.4%
RJA
72
Raymond James & Associates
Florida
$8.63M +$1.33M +43,768 +17%
PPA
73
Parametric Portfolio Associates
Washington
$7.83M +$431K +14,159 +5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$7.72M +$207K +6,810 +3%
BCIM
75
British Columbia Investment Management
British Columbia, Canada
$7.7M +$2.83M +93,031 +52%

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.